EngageCycle Help

How to set up your business on EngageCycle and send proposals your clients can sign online.

Start here

If you're new, start with Getting started: a checklist for your first day. Then read these in order. It's also the order of the walkthrough.

1. Users, roles, and your account: add your team, set up two-step verification.
2. Settings: business details, branding, email sender, client fields, credits.
3. Clients: add clients one at a time or import a CSV.
4. Catalog: your services and prices.
   • Presets: saved sets of services and prices to start a proposal from.
5. Templates: design how your proposals look, then publish.
6. Template blocks: what every block does.
7. Proposals: build, preview, and send a proposal to one client.
   • Signers and copied people: more than one signer, and people who get a copy.
   • Proposals for businesses: a client that's a business, and the person who signs for it.
   • When someone signs for a client: power of attorney, a guardian, an executor, or a personal representative.
   • Documents: send an agreement or a consent on its own.
   • Walkthroughs: your documents, one step at a time, from one link.
8. Campaigns: send personalized proposals to many existing clients at once.
9. Offers: a public page where new customers answer questions, see a price, and sign.
10. Integrations: webhooks to your other tools, API keys, and the delivery log.
11. Billing and your plan: what your plan includes and your credits.
    • What's a credit?: what uses one, and what doesn't.
12. Signing in with Google or Microsoft: connect your work account and sign in with it.
13. Use EngageCycle from Claude or ChatGPT: connect an AI assistant to look up clients and send proposals.
14. Sending feedback: send us an idea, a problem, or a question.

Find a topic

• Send email from your Microsoft 365 or Gmail mailbox
• Sign in with Google or Microsoft
• Start a proposal or a campaign from a preset
• Preview a template as a sample client or a preset
• Ask more than one person to sign, or copy someone
• Send a proposal to a business, signed by its owner or partner
• Send a proposal to someone who signs for a client, such as a power of attorney
• Send an engagement letter or a consent on its own
• Send a proposal, a letter, and a consent in one link
• Review offer requests before they're sent
• Leads, and when a lead becomes a client
• What uses a credit
• Send feedback

Words we use

• Build: what's on a proposal: the packages or base service, add-ons, prices, and note. You make it in the builder. A preset is one you can start from again.
• Template: how a proposal looks (the layout, wording, and style). The build fills it in.
• Proposal: one build in one template for one client, with its own signing link.
• Campaign: many proposals at once, each worked out from that client's last signed build.
• Offer: a public link, QR code, or embed for people who aren't clients yet.
• Document: an engagement letter or a consent sent on its own, without a proposal.
• Walkthrough: one or more documents (and pages of your own words) a client goes through, one step at a time, from one link.
• Signer and copied person: a signer signs; a copied person gets a view-only copy and never signs.
• Credit: used the first time a proposal, engagement letter, consent, or walkthrough reaches a client. See What's a credit?.