If your firm sends similar engagements repeatedly — an annual compliance package, a standard bookkeeping bundle — save one as a template and generate future engagements from it in seconds.
Open the engagement in the proposal builder.
Click Templates in the header, then Save as template. (The option is enabled once the engagement is valid — it needs at least one job or service, with complete service lines.)
In the Save as template dialog, set:
Template name (optional) — defaults to the engagement name with (Template).
Job name format — how jobs are named when the template is applied. Insert tokens for the client name, month, year and financial year using the token buttons.
Engagement name format — how the engagement itself is named, defaulting to the template name plus client name.
Click Save as template.
As the dialog notes, the engagement's name, client group and client are not included — templates are client-agnostic.
Along with the jobs, services and payment packages, a template saves the engagement's presentation and send settings so you don't re-select them each time:
The Terms & Conditions template and Thank You Page template
The Engagement email and Acceptance email templates
The Send From and Reply To addresses and the Include signature setting
Whether follow-up reminders are on, how many are sent, and the days between them
These are applied automatically whenever you generate a new engagement from the template.
Open the Templates menu in the proposal builder header, hover a template, and choose Apply template.
On a brand-new proposal, the template hydrates the draft immediately — jobs, services and packages are created for the group's client, named using the template's formats. You'll see Template applied. Save when ready.
On an existing engagement, Nagaris first asks Replace with template? — this replaces the current jobs and packages with the template; the name, client group and billing address are not changed. You can review before saving.
From the same menu you can Rename or Delete a template. Deleting asks for confirmation and soft-deletes the template.
Sent but not yet accepted (Awaiting signature): yes — you can still open the engagement in the builder and use Save as template.
Accepted: the engagement can no longer be edited, so it can't be saved as a template directly. Instead, use Duplicate Engagement (from the engagements list or the detail page) to create a fresh draft with the same jobs, services and packages, then save that draft as your template.
Duplicate Engagement is also the quickest way to reuse a one-off engagement without creating a template — it opens a new unsaved draft copied from the original, which you can edit and send.
Templates are shared across your firm — any team member can apply, rename or delete them from the Templates menu.
