Proposals & engagement letters

Proposals that get approved, not lost in an inbox

Build proposals and engagement letters that explain your work, price it clearly and ask for a decision. Clients review and approve them in their portal, and you see the moment they do. Included in the Premium plan.

Start free trial Book a demo

14-day free trial · No credit card · Clients are always free

A PDF attachment can’t close the deal.And “Looks good, go ahead” isn’t a record.

No idea if they’ve read it

You send the proposal and hear nothing for a week. Was it opened? Forwarded? Forgotten?

Copy, paste, rename, repeat

Every new client means editing last month’s Word file and hoping you caught every old name.

Approval buried in a reply

The client’s yes is a one-line email, and nobody can find it when scope questions come up later.

How it works

From draft to approved in three steps

1
Build it once
Lay out cover, sections, pricing and video in the document builder. Merge fields pull in each client’s name and details.
2
Publish to the client
Send it to the client’s portal, or share a link with an optional password and expiry date.
3
Get the approval
The client reads, asks questions in the comments and approves. The time and IP address are logged against the document.

What you can build

Documents that do the selling for you

Pricing

Pricing tables that add up

Set quantity and unit price per line, then apply discounts, tax and your currency. Totals calculate for you.

Rich content

More than words on a page

Add cover images, image galleries and diagrams, and embed video from YouTube, Vimeo, Wistia or Vidyard.

Approval

Approval you can point back to

Each approval is recorded with the time and IP address. Edit the document afterwards and its approval resets, so the client approves what they actually saw.

Conversation

Questions answered on the document

Clients comment right on the proposal, so scope discussions stay with the document instead of scattered across email threads.

Configure approval

Approve the letter and complete the paperwork in one step

Link a form to a document’s approval. The client fills in the form as part of approving, so you get the signed-off engagement letter and the details you need to start work at the same time.

Auto-assign standard documents to every new client
Send bulk reminders for documents still waiting on approval
Export any proposal or engagement letter to PDF

See how onboarding forms work

Works with the rest of your portal

E-signatures

Send any PDF for signature in minutes

Client onboarding

Forms, ID checks and tasks in one flow

Document collection

Request files and let reminders do the chasing

Client portal

A branded home for every client

Secure file sharing

Folders per client, with control over every file

Invoicing & payments

One-off and recurring invoices via Stripe

Virtual data rooms

NDA-gated rooms for deals and due diligence

FAQ

Proposals and engagement letters, answered

Which plan includes proposals and engagement letters?

Proposals and engagement letters are part of the Premium plan, at US$39 per internal user a month. Your 14-day trial includes them, with no credit card needed.

Do clients need a portal login to see a proposal?

No. You can publish to a client’s portal, or share a link instead. Links can have a password and an expiry date.

What happens if I change a proposal after the client approves it?

Any edit after approval resets the approval status, so the client needs to approve the updated version. You’re notified when they open and approve it.

Can I reuse the same engagement letter for every client?

Yes. Merge fields fill in each client’s and your firm’s details, and you can auto-assign the document to every new client as they’re added.

Can I chase clients who haven’t approved yet?

Yes. Send bulk reminders to every client with a document still pending approval.

Can I keep a copy outside Portalstack?

Yes. Export any proposal or engagement letter to PDF.

Get started

Send your next proposal from your portal

Start a free trial, build your first proposal and see it the way your client will.

Start free trial