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 smooth, 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 Smooth 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.
