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Use case

Priced, sent, andagreed by being signed.

For any firm that has to get a document with numbers on it agreed before the work starts. Build it from the services you sell, send it as one thing, and get it back with a signature on it rather than an email that says yes.

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The three documents

Different names in different industries, and the same three jobs underneath.

The fee proposal

What you will do, what each part costs, and what it does not include. Usually the first priced thing a prospect sees, and usually the document that was written in a hurry from the last one that looked close enough.

The letter of engagement

The terms, with a schedule of services attached. Longer, more standard, and the one that has to be current rather than merely signed once in 2021 when the client bought something else entirely.

The replacement

The version you send when the fee moves or the services change. A separate document with its own date and its own signature, not an edit of the one the client already agreed to.

How it works

The part most firms expect to be hard is the drafting, and it is not: the wording barely changes between clients. What actually costs the time is everything around it, which is assembling the fees by hand, checking them twice, sending the document as an attachment, and then finding out three weeks later that it was never opened.

  1. Keep the services in one list

    Your own catalogue: each service, how it is charged, and what it costs. Building a document is picking from it, so what the client signs and what you meant to quote are the same figures, and a fee rise reaches every future document at once instead of living in four versions of a spreadsheet.

    proposals/services

    Services

    Everything your company offers, and the building blocks of every proposal.

    Add service
    ServiceDefault priceFrequencyScheduleUpdated
    Compliance
    Bookkeeping and VAT returns€180.00Monthly12/05/2026
    Annual accounts and corporation tax€1,200.00One-off12/05/2026
    Payroll€45.00Monthly02/04/2026
    Company secretarial€250.00Annually02/04/2026

    4 services across 1 category

    The service catalogue: each service with its default price and how often it is charged. Composed from a test catalogue; the first two lines are the figures the fee card and the proposal page are built from.

  2. Price it per cadence, with VAT per line

    Monthly, quarterly and annual fees each keep their own subtotal with the period attached, and a one-off sits beside them as additional. A line can carry its own VAT rate where the treatment genuinely differs, which is the case the moment a standard-rated fee sits next to a disbursement that is not.

    Fees

    Per month

    Bookkeeping and VAT returns

    Net
    €180.00
    VAT at 23%
    €41.40
    Total per month
    €221.40
    One-off

    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.

    Fees one figure per cadence, with VAT shown separately on each. The monthly and the one-off are separate charges on separate cycles, so there is no combined figure to show. Composed figures.

  3. Send it as one document

    Terms, services and figures go out together as a single thing the client reads in a browser, with your logo and colours on it. The content and the pricing freeze at that moment, so nobody can quietly change what was offered while it is sitting in an inbox.

    proposals/p/…
    Hartley & Co

    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

    ServiceFee
    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

    ServiceFee
    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.

    Accept & signDecline
    The page a client reads and accepts a proposal on, shown without a company's own logo and colour. Composed from a test proposal: the real page also carries the letter, the terms and the PDF.

  4. Accepting it is the signature

    The client agrees on the page they are already reading. That produces a signed document and a certificate, not a logged click, which is the difference between having a record and having evidence.

    sign/…
    Hartley & Co

    Letter of engagement 2026/27

    Accepting proposal PROP-004 from Hartley & Co, sent by R. Hartley

    2 of 3 fieldsStartDecline
    1 required field remainingFinish
    The signing page that Accept & sign opens: the header names the proposal being accepted, and Finish stays disabled until every required field is filled. Composed from a test proposal.

The catalogue, the fee table and the acceptance are described screen by screen on the proposals product page.

What you can produce a year later

The question that decides whether any of this was worth doing arrives long after the work: somebody asks what was agreed, and you have to answer with something better than a recollection. Three things have to be true at that point. The document has to be the one the client actually saw. The fact that they agreed to it has to be recorded by something other than an email thread. And neither can have been quietly altered in the meantime.

Accepting a proposal produces a certificate listing each signature with its time, the person who made it and their IP address, plus a fingerprint of every file in the pack. The completed document cannot be edited afterwards. And every step is written into an append-only record whose head is anchored to independent timestamping authorities each night, so the record can be shown to be older than any dispute about it.

The certificate

Produced automatically when the last signature lands, and attached to the completed document rather than filed somewhere separate.

Checkable without you

A client, their bank or their solicitor can verify a completed document themselves, with no account and no login. It confirms the document, the signers and that the record is intact; it does not disclose what the document said.

Verify a document →

CecurSign

Certificate of Completion

Completed

Envelope information

Envelope ID
9c1f2a34-5b6d-4e71-8f90-2ad4c6e13b58
Subject
Letter of engagement 2026/27
Created
04/06/2026 09:12 UTC
Sent
04/06/2026 09:14 UTC
Completed
05/06/2026 16:41 UTC

Documents

Engagement letter and schedules.pdf (7 pages)

SHA-256: a4f1c9e0b7d3

Signers and recipients

  • R. Hartley (Signer)Signed 04/06/2026 11:02 UTC
  • J. Okafor (Signer)Signed 05/06/2026 16:41 UTC

Scan to verify

Envelope ID

9c1f2a34-5b6d-4e71-8f90-2ad4c6e13b58

The certificate an accepted proposal produces. Shown with details from a test document.

What firms ask before they move

Starting with the one that decides whether the rest matters.

Can I change a proposal after I have sent it?
No, and that is deliberate rather than a limitation we have not got to. A document whose figures can be edited after the client has seen it is not evidence of anything, because there is no way to tell afterwards which version they agreed to. If the price or the scope changes, you build a new document and send that. The original keeps its own date and stays exactly as the client first saw it. There is no button that links the old one to the new one, and we are not going to imply there is.
Can you take a deposit when the client accepts?
Not today. Acceptance produces a signed document and a certificate, and it does not take a payment. Collecting on acceptance is a real thing we intend to build and it is not built, so it is not on this page as a feature. Invoice as you do now.
What happens if nobody replies?
The document chases itself, up to a point. Reminders go out three, seven and fourteen days after you sent it, and one more two days before the deadline you set, if you set one. Nothing is ever sent twice within forty-eight hours, so a reminder and a deadline nudge falling on the same day produce one email rather than two. After the third the chasing stops, because a fourth email from a professional services firm damages the relationship it is trying to open. There is a Remind button for when you want to nudge by hand, and the whole thing can be turned off for your firm.
Do we have to use your wording?
No. The terms are yours: you build the template once, in your own words, and every document you send is built from it. What the product supplies is the structure, the pricing and the signature, not the drafting. If your professional body publishes model wording, use theirs. Nothing here asks you to replace a letter your institute wrote with one we did.

See the document itself

The whole thing, section by section, with the priced schedule attached. Free to read, and nothing to sign up for.

These show structure rather than wording, and where your professional body publishes model wording you should use theirs. Every one we publish is in the specimen gallery.

The same job, in your own vocabulary

Each of these names the documents, the rules and the objections as that industry writes them.

Accountancy practices

Engagement letters that are current, signed and provable, sent after your client due diligence, not instead of it.

For accountancy practices

Architects

The appointment agreed in writing before stage one, and the additional services instruction agreed before the work.

For architects

Veterinary practices

The written estimate, priced from your own list and agreed before treatment starts.

For veterinary practices

Marketing and creative agencies

What was in scope, settled by a dated document rather than by a search through an email thread.

For agencies

Independent consultants

A statement of work they sign, rather than an email that says “approved”.

For consultants

What to read next

The parts of the help centre this page assumes, in the order you would meet them.

Everything else is in the help centre.

Send one you already have

Rebuild a proposal you sent last month, send it to a real client, and look at what comes back.

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