After you send an engagement you can track exactly where it's up to, nudge the client, keep the proposal link alive, and download the signed document. Most of this happens on the engagement's detail page.
Open the engagement from the Engagements list. The strip at the top of the detail page shows the proposal's history at a glance:
Proposal sent with the date, and while it's pending, how many days remain to expiry.
Opened by a recipient, with the date and time, once someone opens the email.
Accepted or Rejected with the response date, or an Expired badge if the link has lapsed.
While the proposal is unsigned, an amber banner reads Awaiting signature — [name] hasn't signed yet, with Extend link → and Send reminder → shortcuts.
The strip's icon actions include previewing or viewing the proposal, opening timesheets, Edit engagement & send proposal (until it's accepted), Duplicate engagement, Extend proposal link expiry, Copy proposal link (while pending), View signature-ready PDF (draft or pending, before acceptance) and Download PDF (once accepted).
Below the strip, the detail page organises everything into tabs: Services & Pricing, Jobs & Budgets, Payment Packages, Payment Methods, Payment Schedule, Invoices and Recipients & Activity.
There are two kinds of reminders:
Automatic follow-ups — configured before sending (Send follow-up reminders, with a count and days between). Nagaris sends these on schedule while the client hasn't responded.
Manual reminders — click Send reminder → on the detail page, or the Send Reminder envelope on the engagement's row in the list. You can review and edit the email before it goes.
If the proposal link has expired, the reminder link is disabled with the hint Extend the proposal link before sending a reminder — extend first, then remind.
Proposal links expire for security. To give the client more time:
Click Extend proposal link expiry (or Extend link → in the awaiting-signature banner).
The Extend proposal link dialog shows the current expiry and the new expiry side by side. As it notes, the same link will keep working — no need to resend unless you want to.
Pick a preset (7 days, 14 days, 30 days, 60 days) or enter a Custom number of days (up to 365).
Click Extend by N days.
The extension is added from today if the link has already expired, otherwise from the current expiry date. If a client reports Proposal Expired when opening their link, this is the fix.
While the proposal is pending you can click Copy proposal link and paste the client's link into any channel — the same personalised link from their email.
Before an engagement has been accepted, you can preview the proposal exactly as it will look once the client signs it. Look for the pen-and-page icon labelled View signature-ready PDF:
On the engagement detail page's proposal strip, while the proposal is a draft or awaiting signature.
On each eligible row in the Engagements list, in the actions column.
This action isn't shown once the proposal has been accepted or rejected — use Download PDF instead once it's accepted.
Clicking it opens a Signature-ready proposal panel that generates and displays the PDF, with options to download it or click Regenerate to force a fresh copy if the engagement has changed since it was last generated. The file downloads with a "_signature_ready" suffix on its name.
Once an engagement is accepted, download the signed proposal as a PDF:
From the Engagements list — the Download PDF action on accepted rows, or
From the detail page's proposal strip — the Download PDF icon.
The file is named after the engagement. Clients can also view and download the PDF from their own proposal link after acceptance.
Sometimes clicking Download PDF or View signature-ready PDF shows a "Failed to download" error instead of producing a file. This means Nagaris could not generate or retrieve the PDF for that engagement, either because of a temporary hiccup on your side or an issue on Nagaris's backend.
Before contacting support, try:
Refresh the engagement's detail page and click Download PDF again.
Check your internet connection and, if you're on a restrictive network, try a different one.
If View signature-ready PDF is available, click Regenerate to force a fresh copy, then try downloading again.
Try a different browser or clear the browser's cache, in case a stuck download or a browser extension is blocking the file.
If the error keeps happening across engagements or for other people in your firm, the cause is usually on Nagaris's backend rather than something you can fix locally. Contact support with the engagement name and the time the error occurred. Support can identify and correct the underlying issue; once fixed, the same Download PDF action works again without any change needed on your side.
Editing a sent-but-unsigned engagement is allowed: open it with Edit engagement & send proposal, make your changes and send again. The send form pre-fills the previous recipients.
Email opens are tracked per recipient — the Recipients & Activity tab shows the full history.
