Create beautifully branded proposals in minutes, build your fees inside the proposal itself, and know the moment a prospect opens it. Track acceptance, understand loss reasons, and convert more prospects into clients — without the admin.
From the moment a prospect opens your proposal, Engager gives you complete visibility. Track status in real time, capture loss reasons when prospects decline, and refine your approach — all from one place. Save hours of admin while making a better first impression.
Stand out from day one. Create proposals that reflect your firm’s brand — your logo, colours, and style — so every client interaction feels polished and professional. No generic templates. No compromise on first impressions.
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Proposals Sent Every Month
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Engager’s proposal builder lets you create professional, branded proposals in minutes — not hours. Reuse service templates and fee structures so every new quote is faster than the last.
Engager notifies you the moment a prospect views your proposal. No more guessing — always know the right time to follow up, and turn interest into a signed engagement.
When a prospect declines, Engager captures the reason. Use real data across all your proposals to understand where you’re losing out — and make the changes that convert more business.
Build your pricing directly within the proposal using Engager’s fee builder. Present services in a structured, client-friendly format that makes it easy to understand the value — and easy to say yes.
Everything you need to know about Engager’s Proposals feature. Still have a question? Email support@engager.app any time — we’re always happy to help.
Proposals are included in every Engager plan — no add-ons, no hidden fees. Scalable for any size practice, starting at £9+VAT per month. See our full pricing matrix below.
Yes — every proposal you send through Engager is fully branded with your firm’s logo, colours, and style. Customise templates to match your identity, so every prospect receives a polished, professional first impression that sets you apart from day one.
Absolutely. Engager’s built-in fee builder lets you add services, structure your pricing, and present costs clearly — all within the proposal itself. Save service packages as reusable templates so every new quote takes minutes, not hours.
Engager notifies you the moment a prospect opens your proposal, giving you the perfect cue to follow up at the right time. No more guessing, no more chasing blind — you’ll have full visibility of when and how your proposal was engaged with.
When a prospect accepts, Engager logs it instantly so you can move straight to onboarding. If they decline, you’re prompted to capture a loss reason — giving you the data to spot patterns across all proposals, sharpen your approach, and win more business over time.
Yes. Your proposals dashboard gives you a real-time view of every proposal — pending, opened, accepted, or declined. Filter by status, date, or client to stay on top of your pipeline and never lose track of a prospect again.
All plans include every feature Engager offers. The only extra fees are for SMS and Xero integration.
Enjoy unlimited users at no extra cost. Plus, our pricing comes with the Engager Price Promise for transparency and fairness.
Every plan includes all the tools you need to manage clients, stay organised, and grow your practice, just straightforward pricing and full access from day one.
Secure Client Portal
eSigning Capabilities
Mobile App Access
Branded Client Experience
Automated Emails
Task Management
Document Templates
Every plan includes all the tools you need to manage clients, stay organised, and grow your practice, just straightforward pricing and full access from day one.
Secure Client Portal
eSigning Capabilities
Mobile App Access
Branded Client Experience
Automated Emails
Task Management
Document Templates