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Engagements
Proposals, the client Proposal Room, your checks, countersigning, billing and renewals, in one connected flow.
Proposals, the client Proposal Room, your checks, countersigning, billing and renewals, in one connected flow.
12 articles in this category
How Accupe Engagements works, from proposal to active clientAccupe Engagements turns a proposal into a running client. You draft a priced proposal with one engagement letter for each client entity, send it, and...Setting up Engagements before your first proposalEvery proposal and letter reads from Settings, Engagements, so you set it up once. The Overview page lists what still blocks sending, in plain sentences,...Creating a proposal: Quick Draft, packages and add-onsGo to Engagements, then New proposal. You can start from a company number, a client or a lead. Accupe fills in what it can find and shows where each fact...Sending a proposal and asking for approvalChoose Send on a proposal. The dialog is titled Send this proposal and says nothing leaves until you press Send. It checks, on the server, everything that...What your client sees in the Proposal RoomThe Proposal Room is a private page on your portal address (accupe.com/p/your-slug/proposal, or your own domain if you are on Elite). The link in the...Following a proposal: timeline, reminders and what you can do nextOpen a proposal and choose Timeline. It is a newest-first feed of what happened: when each person opened it, which step they reached, emails delivered or...Your checks and countersigningWhen a client accepts, the engagement appears in the Onboarding tab of Engagements, and the checks page for it lists the gates that have to hold before...Billing from an accepted engagementNothing is charged before an engagement is Active. In the Proposal Room the client saves a card or a Bacs Direct Debit (UK) or a card or bank transfer...Renewals, fee reviews and terms updatesThe Renewals tab in Engagements is where you review fees every year, send new terms of business and send the notices the law expects. Growth and above...Change requests, addenda and ending an engagementThe Changes tab collects requests to change what you do for a client. They arrive from:The quote widget and Engagements analyticsBoth are part of Growth and above.Emails, placeholders, discounts and notifications for EngagementsSettings, Engagements, Emails lists every email in groups: Sending, Reminders, Changes and notices, and After signing. For each one you can change the...