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The proposal step, before the engagement letter

Firms sell the work before they paper it, so the flow now has a proposal step that matches. After you approve a quote, which now only locks the fee instead of emailing anything, you generate a pre-engagement proposal from it: a scope of services and a fee, split the way the engagement runs. You preview and edit the scope and the cover email the same way you already do an engagement letter, export to Excel or PDF, and send from the firm's own email identity. For a warm referral you don't need to sell, Blend folds the proposal scope straight into the engagement letter for one combined document.

A proposal generated from the approved quote

The proposal comes straight off the quote you just approved, structured by track.

  • →Generate a pre-engagement proposal from an approved quote: Finance/Accounting splits a one-time onboarding fee from the recurring monthly fee, and tax is per-return.
  • →Approving a quote no longer emails anything on its own; it only locks the fee.
  • →The approved-quote fee is woven into the engagement letter via [QUOTE] and [FEE] tokens.

Preview, edit, export, and send

The proposal works the way a partner already works an engagement letter.

  • →Preview and edit the scope of services and the cover email, mirroring the engagement-letter pattern.
  • →Export the proposal to Excel or PDF.
  • →Send it from the firm's own email identity.
  • →The proposal packet auto-files into a Proposals document collection.

Blend into the engagement letter

For a warm referral, the proposal and the letter become one document.

  • →Blend folds the proposal scope into the engagement letter for one combined document, for warm referrals you don't need to sell.
  • →The per-track scope-of-services template is editable in Settings.

Fixes & improvements

  • •The proposal preview, send, and export now run end to end.
  • •Approving a quote no longer emails the prospect; it only locks the fee into the proposal and the engagement letter.
  • •The scope-of-services template is editable per track in Settings.