Documents for the engagement
Prepare proposals, engagement letters, fee agreements, retainer agreements and scopes of work.
Proposals
Give the client a readable account of the proposed work and its price. Keep scope, fee items, assumptions and validity together instead of scattering the offer across attachments and emails.
Sample workspacelawaos.com
Search workspaceOkafor & Byrne
Proposals
33 records shownProposals
Structure and pricing
Use sections for services, fees, terms and timelines, with priced line items, currency and a valid-until date.
A visible proposal status
Distinguish drafts, sent offers, acceptance, decline and expiry. Keep the proposal's response and signature information with the record.
In daily practice
- 01
Write the scope
Select the client and document type, then state the work, assumptions and exclusions.
- 02
Review the commercial terms
Check fee items, currency, validity and any signature requirements.
- 03
Send and follow up
Use the proposal's delivery workflow and track the response without confusing a sent offer with an accepted engagement.
Before you begin
Yes. The proposal record supports engagement letters, fee agreements, retainer agreements, proposals and scopes of work.
No. Sent, Accepted and Declined are distinct states. The team should review the recorded response and the terms governing the engagement.
Keep the context