New: Proposal Plus

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At Engager, we’ve always believed that first impressions matter, especially when it comes to clients. Your proposal isn’t just a document.

15/10/2025
Reading time: 2 mins

Proposals Reimagined for Accountants and Bookkeepers

At Engager, we’ve always believed that first impressions matter, especially when it comes to clients. Your proposal isn’t just a document.

It’s your brand.

Your professionalism.

Your promise.

That’s why we created Proposal Plus, the biggest update to proposals and letters of engagement we’ve ever released.

Why We Built Proposal Plus

Creating proposals and engagement letters used to be one of those necessary-but-frustrating admin tasks.

Lots of copying.

Plenty of editing.

Too many steps.

And if you wanted to make your proposal look good?

That usually meant even more time.

Proposal Plus changes all that.

We’ve reimagined the entire process, turning it into a seamless, brand-driven experience that’s faster, smarter, and designed to help you win more clients.

What’s New

1. Build Beautiful, On-Brand Proposals in Minutes

Say goodbye to copy-paste templates.

Proposal Plus gives you full control over how your proposals look, from imagery and layout to colours and content.
Your brand. Your way. Every time.

2. Generate Engagement Letters Instantly

Once your client accepts your proposal, your letter of engagement is automatically displayed to the prospect, ready for eSignature, no manual setup, no missed details.

3. One Seamless Onboarding Flow

Proposals, engagement letters, payment setup, preferences, and portal access, all in one slick, connected journey.

Clients review, sign, and get started with confidence.

4. Edit, Save, and Reuse

Need to tweak content or pricing? No problem.

Proposal Plus remembers your changes, so you can continuously refine your templates without starting from scratch.

5. Fully Customisable Signing Experience

Add your logo, colours, and messaging directly to the signing pages, giving your clients a truly branded experience from start to finish.

Why Accountants and Bookkeepers Love It

Firms using Proposal Plus have told us it’s saving hours every week.

But more than that, it’s helping them stand out from their competition.

Because when your client experience looks this polished, it reflects the quality of your work long before you’ve even started.

See It in Action

Want to see how Proposal Plus works?

Watch our short demo video and see how you can generate stunning, fully compliant proposals and engagement letters in just a few clicks.

Ash Hall
Head of Product

AAT-qualified former accountant, specialising in developing innovative software solutions for accounting & bookkeeping professionals.

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You’ve got the questions

We Have the Answers

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Still not sure? Email support@engager.app any time, we’re always happy to help.

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don't break the bank 

Our plans start at just £9 + VAT per month, scaling up as your practice grows.

Get powerful tools for less, with no hidden fees or surprises.

What is Proposal Plus?

How is Proposal Plus different from the previous proposal system?

Proposal Plus is a complete redesign. It gives you total control over your proposal layout and content, allows you to edit and save templates, and lets clients experience your brand consistently from proposal to signing.

Can I customise the look and feel of my proposals?

Yes! With the Document Designer built into Proposal Plus, you can customise everything, from fonts, colours, and images to section layouts and content. Your proposals can now reflect your firm’s personality and professionalism.

Does Proposal Plus include letters of engagement?

Absolutely. Once your proposal is accepted, your letter of engagement is automatically generated, ready to send for eSignature. No copy-paste, no manual setup, just a seamless client onboarding experience.

Can clients review and sign proposals online?

Yes, Proposal Plus includes a fully branded digital signing experience. Clients can review, accept, or decline proposals and letters of engagement directly from any device, with their preferences and portal access captured automatically.

How does Proposal Plus save me time?

By combining proposals, engagement letters, client preferences, payments, and portal setup into one journey, you cut down on repetitive admin and manual tasks, helping you onboard clients faster and with fewer errors.

Is Proposal Plus included in my Engager subscription?

Yes, Proposal Plus is available to all Engager users. If you already use proposals and letters of engagement, you’ll automatically benefit from the new features and enhancements.

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