KEY FEATURES

Automatically generate the most sophisticated Engagement Letters

Accurately produce engagement letters that can be sent, signed, and returned electronically within one system with all the sophistication you need.

ENGAGEMENT LETTERS

Produce instant Engagement Letters, accurately, every time

Don’t waste time assembling engagement letters. GoProposal by Sage will bring all of the required elements together, accurately, instantly and automatically, every time.

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ENGAGEMENT LETTERS

Define key dates instantly to reduce the liability

Set rules around key dates for each service so you can clearly communicate the start date, deadline from information and filing deadline, which can easily be edited on the fly.

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ENGAGEMENT LETTERS

Assign service schedules to line items & sections

Automatically attach the exact set of Service Schedules to each Engagement Letter for each client engagement, based on the services and sections selected.

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ENGAGEMENT LETTERS

Get one or multiple e-signatures per proposal

All of your engagement letters can be signed electronically by one ore more people, within one system, that is time, date & IP address stamped to meet the most stringent legal requirements.

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"What we have gained is far beyond our expectations

We signed up to GoProposal to help us create engagement letters quickly and professionally. Now we can clearly articulate what services we provide and their value.
Pam Phillips | de Jong Phillips

Ready to automate your Engagement Letters?

Accurately produce engagement letters with as much sophistication as you need.

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[Download] Get Off The Hamster Wheel

Discover the 5 steps to being valued more, paid more & taking control of your firm.

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