Launch of proposal document allowing you to send a proposal followed by a LOE

Total Control Over Proposals & Engagement This release gives you unprecedented flexibility and visibility across your proposals and engagement documents. From standalone proposals to complete document histories, you can now track every view, log every change, and refine documents continuously without starting from scratch. It’s all about giving you, and your clients, more clarity and confidence at every step. Create Proposals That Win Clients Build branded, compliant proposals in minutes. Track accept/reject status with reasons logged. Seamless flow from proposal to Letters of Engagement, direct debit setup, and portal sign-up. Smarter Engagement Letters Engagement Letters are now continuously editable. Save your edits and refine until you’re fully happy, without starting over. Better version control, fewer admin headaches. One Seamless Onboarding Flow From proposal → LoE → direct debit → preferences → portal access. Automated audit trail: track views, signatures, and statuses. Deliver clients a consistent, professional experience every time. More New Features You’ll Love A full Proposal/LoE/LoD History Complete audit trail of all documents, when they were viewed, signed, and their status. Tailor the look, feel, and copy of your signing flow to match your brand. A dedicated Adfin step for direct debit setup Analyse proposal success rates, rejection reasons, and team performance.