Once the services, jobs and payment packages are ready, you send the engagement to your client from the proposal builder. This article covers recipients, the send email, automatic reminders, and who receives the acceptance confirmation.
Recipients are managed in the Signatories & CCs card on the Details tab (and again on the Emails tab). As the info banner explains: all signers must sign before the proposal is accepted; CC recipients receive a copy but do not need to sign.
Click Add Recipient.
Search your Client group contacts and Client contacts — contacts who have completed identity verification show a Verified badge. Only contacts with an email address can be added.
If the person isn't a contact yet, choose Create new group contact or Create new client contact; the new contact is added as a recipient automatically.
Use the Signer / CC toggle on each recipient to set their role.
You must add at least one signer before the engagement can be sent — the builder shows a warning until you do.
Open the Emails tab (or click Preview & Send to review and send in one step). Here you configure:
Templates — the Engagement email (Email clients receive when you send the engagement) and the Acceptance email (Email sent when the engagement is accepted). Defaults are marked (Default). The Terms & Conditions and Thank You Page templates are chosen in the builder's Settings dialog.
Sender Information — Send From (choose a connected mailbox, or click Connect New Email to add one), Reply To, and an Include signature switch that appends your email signature.
Follow-up Reminders — turn on Send follow-up reminders to automatically chase clients who haven't responded, and set the Number of Reminders (1–10) and Days Between Reminders. These can also be set in Settings.
Additional Content — a YouTube Video Link field for this send. Set the video on the email template instead of here: a link added on this screen can appear to save but not persist once you leave the builder. Go to Settings > Templates > Email, open the Proposal template used for the Engagement email, and paste the link into its own YouTube Video Link field. See Creating and managing email templates for the full steps.
You can edit the email subject, body and signature directly, with live placeholder substitution (recipient name, client name, organisation name) shown in the preview.
Click Preview & Send to open the client-view preview.
Click Send Now.
Confirm in the Send this engagement? dialog — it tells you how many recipients will receive an email with a link to view and sign. Click Send Engagement.
Nagaris saves any pending changes first (creating the engagement if it's brand new), sends the emails, and shows Engagement sent successfully. The engagement moves to Awaiting signature.
When the engagement is accepted, the acceptance confirmation email goes to the signatories and the people CCed on the engagement's send screen — no one else. Its content comes from the Acceptance email template you selected before sending. If a staff member needs to know about acceptances, add them as a CC recipient, or watch the engagement's status in Nagaris.
The Acceptance email template does not support a YouTube video link. Only Proposal-category templates (used for the engagement send email) can embed a video.
Send button disabled: check the tooltip. Common reasons are At least one service must be included, At least one service must be assigned to a payment package, Add at least one signer, or unresolved validation errors on a tab.
A recipient can't be added: the contact has no email address. Add an email to the contact first.
Wrong sender address: connect the mailbox you want under Send From with Connect New Email, or set the Reply To address so responses go to the right inbox.
A YouTube video link doesn't appear in the proposal: don't rely on the Additional Content field in this builder. Add the link to the Proposal email template itself under Settings > Templates > Email, this is where it actually saves.
