Proposals and engagement letters
When your client accepts,they’ve signed.
Build and price proposals, engagement letters and scopes of work from your service list. Send them as a branded page; when the client accepts, they sign in the same step.
No credit card required.
Fees
Bookkeeping and VAT returns
- Net
- €180.00
- VAT at 23%
- €41.40
- Total per month
- €221.40
Annual accounts and corporation tax
- Net
- €1,200.00
- VAT at 23%
- €276.00
- Total one-off
- €1,476.00
The one-off fee is in addition to the monthly amount. They are separate charges on separate cycles, so there is no combined figure to show.
What this replaces
Writing the same document again
The wording barely changes between clients, but every one gets rebuilt by hand from the last one that looked close enough.
Pricing it by hand
Fees get assembled in a spreadsheet, VAT gets added in your head, and the version that goes out is the one nobody checked twice.
Chasing it
You cannot tell whether it was read, so you follow up in the dark. And when it is agreed, the signature is a separate errand.
Build it
Your services, written down once
Keep a catalogue of what you offer, each with its own fee and how often it is charged. Building a proposal is picking from that list rather than starting from a blank page or last month’s document.
The wording lives in templates, so the engagement terms you have already had checked are the ones that go out every time. Merge fields drop in the client’s details, your company’s details and the figures, so there is no find-and-replace and no leftover name from the last client.
Price it
One figure per cadence, never added together
A one-off fee and a monthly fee are different things, so they are never merged into a single total. Each is shown on its own with VAT worked out separately and the period attached: a set-up fee stated as additional to the monthly amount, and estimates labelled as a starting figure rather than quietly shown at their lowest.
VAT follows the company: 20% in the UK, 23% in Ireland, in pounds or euro, changeable per document. Every amount is calculated to the penny rather than in floating point, because this is a document someone signs.
Services
Everything your company offers, and the building blocks of every proposal.
| Service | Default price | Frequency | Schedule | Updated |
|---|---|---|---|---|
| Compliance | ||||
| Bookkeeping and VAT returns | €180.00 | Monthly | 12/05/2026 | |
| Annual accounts and corporation tax | €1,200.00 | One-off | 12/05/2026 | |
| Payroll | €45.00 | Monthly | 02/04/2026 | |
| Company secretarial | €250.00 | Annually | 02/04/2026 | |
4 services across 1 category
What your client receives
A page with your name on it, not a PDF attached to an email they have to find again later.
A branded page
Your logo and colours, readable on a phone, with the fees laid out clearly and the terms underneath.
You can see it landed
You know whether it has been opened and how often, so following up is informed rather than hopeful.
It has a shelf life
Set how long the proposal stands. It expires on its own, so an old price cannot be accepted six months later.
Open for acceptance until 18/06/2026.
PROP-004
Letter of engagement 2026/27
Prepared for Okafor Design Ltd by Hartley & Co
One-off fees
charged once
| Service | Fee |
|---|---|
| Annual accounts and corporation tax | €1,200.00 |
| Subtotal | €1,200.00 |
| VAT at 23% | €276.00 |
| Total | €1,476.00 |
Monthly fees
charged every month
| Service | Fee |
|---|---|
| Bookkeeping and VAT returns | €180.00 |
| Subtotal | €180.00 |
| VAT at 23% | €41.40 |
| Total | €221.40 |
Fees are shown per billing period. Amounts for different periods are listed separately and are not added together.
Ready to go ahead?
Accepting this proposal is a signing ceremony: you will be asked to sign the engagement letter above.
They accept by signing
When your client agrees, they are not ticking a box. Accepting creates a real signing document and takes them straight into signing it, in the same visit.
From that point it is an ordinary signed document, with everything that comes with one here: each step chained cryptographically to the one before it, the time and IP address recorded inside the protected record, a certificate produced automatically, and a link anyone can use to check it later without an account.
A proposal cannot reach the accepted state without a signature. There is no route to it that skips one.
Letter of engagement 2026/27
Accepting proposal PROP-004 from Hartley & Co, sent by R. Hartley
What you are left with
Four things, produced without anyone asking for them.
The signed document
The engagement letter exactly as the client saw it, with the signatures on it.
A certificate of completion
Every signature with its time, actor and IP, document fingerprints, and a QR code for independent checking.
An evidence pack
One download with the originals, the signed version, the certificate, the full audit trail and every signature image.
A webhook into whatever you use
Accepted, declined and expired all fire events, so your own systems can pick it up without anyone re-keying it.
Questions about proposals
Is accepting a proposal legally binding, and what kind of signature is it?
Can I change a proposal after I have sent it?
Does it work in euro as well as pounds?
What if the client never responds?
Send one and see what comes back
Build a proposal from your own services and put it in front of a real client.
No credit card required.