Plans change — a proposal goes out with the wrong scope, a client decides not to proceed, or a draft is simply no longer needed. Here's how to delete, cancel or replace an engagement at each stage.
You can delete an engagement yourself while it is not yet active (accepted):
Go to Engagements and find the engagement — drafts and sent-but-unsigned proposals both show a Delete Engagement (trash) button in the Actions column.
Confirm in the dialog. If the engagement created jobs, tick Delete all associated jobs from Nagaris and XPM to remove those too; leave it unticked to keep the jobs.
You'll see Engagement deleted successfully.
Deleting a sent proposal invalidates it for the client. If you're deleting to fix a mistake, consider duplicating first (see below) so you don't rebuild from scratch.
If the client tells you they won't proceed, you don't have to delete the engagement — keep it for your records and mark it lost:
On the Engagements list, click the Awaiting signature status badge on the engagement's row.
Choose Mark as rejected.
The engagement's status changes to Lost, and you'll see Engagement marked as rejected.
If the client declines through their proposal link instead, the engagement is marked rejected automatically.
To send a corrected or updated version:
If it hasn't been accepted yet, you can simply edit it: open Edit Engagement, make your changes, and send again. The send screen pre-fills the previous recipients, and the client receives a fresh email.
To start from a copy, use Duplicate Engagement on the row (or Duplicate engagement on the detail page). This opens a new draft with the same jobs, services and packages; adjust it, then send. You can then delete or mark the original as rejected.
Once an engagement is accepted it becomes Active, with live jobs, payment schedules and invoices attached:
The Edit Engagement and Delete Engagement actions disappear from the list for that engagement.
If a signed engagement genuinely needs to be undone or replaced, contact support with the client and proposal name and we'll handle it for you.
You can still duplicate an accepted engagement at any time to create next year's version.
Where you change a payment date depends on whether the proposal has been signed yet.
Before the client signs (the proposal is still Awaiting signature): open Edit Engagement and update the dates on the Payment Packages tab, then send again. See Payment packages and pricing options for how each package type schedules its payments.
After the client signs: the engagement itself can no longer be edited, but individual payments that haven't been invoiced yet can still move. Go to Payments in the Billing section of the sidebar (or the client's Billing > Schedules tab), find the payment, and use Edit to change its Amount or Payment Due Date. This works one payment at a time and only while that payment is still pending; see Managing payment plans and scheduled payments for editing a whole recurring series at once.
For anything bigger than a date or amount, such as changing the payment structure itself, contact support to cancel or replace the engagement.
A single proposal can already bill more than one client entity: each payment package on the Payment Packages tab invoices one entity, so a group proposal can charge different entities through different packages without being split at all. If you're still drafting, this is usually simpler than creating separate proposals.
If the proposal has already been signed and you need it as genuinely separate proposals per entity instead:
Contact support with the client group and proposal name, and tell them you want it split by entity.
Support cancels or replaces the original engagement for you.
You then create a new engagement per entity (or duplicate the original and adjust each copy), each with its own signatories, services and payment packages for that entity.
Support can review your account with you if the split is complex, for example where jobs or invoices already exist against the original engagement.
Deleting is a soft delete on our side — if something is removed in error, contact support promptly and we may be able to restore it.
A deleted engagement's proposal link stops working for the client.
If you only need to stop the client accepting temporarily (for example while renegotiating), letting the proposal link expire — and extending it later — can be gentler than deleting.
