Browse help
Proposals and engagement letters
What the proposals module is for, and how it differs from sending a document for signature.
Last updated
A proposal quotes a piece of work and gets the engagement letter signed the moment the client says yes. You choose the services, CecurSign composes the letter and the fee table into a PDF, and your client reads it on a page carrying your own logo and colour and accepts it by signing.
That is the difference from sending a document for signature. When you send an envelope, which is the document you sent for signature together with everyone who has to act on it, you supply a finished file and mark up the places people sign. With a proposal you supply the parts and CecurSign writes the document. If what you have is already a finished contract, you want Send your first document for signature instead.
What a proposal is made of
- A cover letter, if you use one. Optional.
- The engagement letter itself, which is the part the client signs.
- The fee table, built from the services you ticked and priced.
- Terms and conditions, if you use them. Optional.
You do not type any of that from scratch each time. The wording arrives from a proposal template, and the prices arrive from your service catalogue, so writing a proposal is mostly picking a client, ticking services and confirming a date.
Where it lives
Proposals in the left-hand menu holds three screens: Proposals for everything you have quoted, Templates for the wording, and Services for the priced catalogue. A new one starts from the New proposal button on the Proposals screen.
What happens when a client accepts
The client presses Accept & Sign on their page and goes straight into a signing ceremony over the engagement letter. That produces a real signature, a signed PDF, a certificate of completion and an audit trail, exactly as any other document you send does. There is no separate click-to-agree route: acceptance and signature are one act. See When a client accepts or declines.
Which one to use
Use a proposal when the fee is part of what is being agreed: a new client, an annual scope, a piece of advisory work, anything where the letter and the price go together.
Use an envelope when the document already exists and you only need signatures on it: a contract of employment, a lease, a form, a letter drafted elsewhere.
If you cannot see Proposals in the menu
Two things have to be true. Your plan has to include proposals, and someone has to have given you access to them. An owner or administrator grants that on Settings › People, under the Can use column, by ticking Proposals & engagement letters for you.
If the menu item is missing and you expect it to be there, ask an administrator at your company to check both. What each plan includes covers the first; Roles and what each one can do covers the second.