Author the agreement clients sign when they accept a proposal. Use merge fields like {{client_name}} and the values are filled from the proposal at acceptance.
Dear {{client.name}},
This letter confirms the terms of our engagement to provide the services described in the accompanying proposal, and supersedes any prior understanding between us.
You are responsible for the accuracy and completeness of the records you provide. Our work does not include an audit or review, and cannot be relied upon to disclose errors, fraud or other illegal acts.
Dear Sarah Mitchell,
This letter confirms the terms of our engagement to provide the services described in the accompanying proposal, and supersedes any prior understanding between us.
You are responsible for the accuracy and completeness of the records you provide. Our work does not include an audit or review, and cannot be relied upon to disclose errors, fraud or other illegal acts.
Dear Sarah Mitchell,
This letter confirms the terms of our engagement to provide the services described in the accompanying proposal…
Signature Date Signature Initials