When you send an engagement, each recipient gets an email with a personal link to the proposal page. This article walks through exactly what the client sees and does there, so you can guide them if they call.
The proposal opens with your firm's logo and brand colours and a two-step indicator: Overview and Acceptance.
Overview shows your introduction message from the send email, the engagement description, and the embedded video if you added a YouTube link. The client clicks Continue to Acceptance to proceed.
Acceptance is where they review the detail and sign.
Under the heading What We'll Do for You, the client sees each payment package with its included services and descriptions. Depending on the package type they'll see itemised prices or a package total, a GST breakdown for fixed-price packages, and the payment options you configured (they choose one where a package offers several).
If you turned on Show team in the builder settings, a Your Team section lists the allocated team grouped by Partner, Manager and Staff, with job titles and hourly billable rates shown ex GST.
If billing is enabled for your organisation and on the engagement, the client adds a payment method as part of acceptance — an Australian bank account for direct debit, a credit/debit card, or both, depending on what you enabled in Settings. If you chose Client pays the fee, the card surcharge note appears here. A summary at the bottom lists anything still outstanding before they can accept.
Below the packages:
The Terms & Conditions you selected are displayed, with a checkbox to accept them.
In the Digital Signature section, the client is asked: Enter your full name to provide your digital signature for this engagement. If they were added by name, the page shows Signing as that name.
They click Accept Engagement — or Decline Engagement if they don't wish to proceed. Declining asks them to confirm in a Reject Engagement? dialog, which warns the action cannot be undone.
On acceptance the client sees Engagement accepted successfully, and your engagement becomes Active in Nagaris.
When the engagement has more than one signer, the page shows a signer status list so everyone can see who has signed. Each signer signs from their own email link:
Early signers see: Other signatories will also need to sign before the engagement is complete.
The final signer sees: By signing, you will complete the engagement. If billing applies and no payment method has been added yet, they're prompted to add one before completing their signature.
A payment method added by one signatory is locked for the others: This payment method was added by another signatory and cannot be changed.
CC recipients can view the proposal but see no signature or accept buttons.
The client lands on your thank-you page — either your selected Thank You Page template or a standard message. If Show onboarding invitation is enabled for the engagement, a Start Onboarding button invites them to begin onboarding. The acceptance confirmation email goes to the signers and CC recipients.
If the client signs on paper or confirms verbally, staff can record acceptance: open the engagement in the proposal builder and click Accept Engagement. Add optional Notes describing why you're accepting on the client's behalf, then click Accept. The button is unavailable once the engagement is already accepted or while it has validation errors.
Proposal Expired — the proposal link has passed its expiry date. Extend the link from the engagement's detail page (see the tracking article); the same link then works again.
Proposal Not Found / This engagement link is invalid or has expired — the link is wrong or no longer valid; re-copy it from the engagement or send a reminder.
The client can't accept — check the on-page summary: terms must be ticked, the signature name entered, a package selected where options exist, and a payment method added where billing applies.
