Copy an engagement letter

Creating a completely new engagement letter from scratch can be time-consuming, especially if you have many similar customers or need to make updates for an existing customer. By using the copy feature, you can quickly create a new draft with pre‑filled values and attachments, reducing the risk of errors and ensuring that your agreements remain consistent.

This is particularly useful when:

• Price adjustments or changes to the pricing model.

• Onboarding new customers who are similar to your existing ones.

• Adding new features and services to an existing collaboration.

You can copy an engagement letter in two ways: directly from the list of engagement letters or via the button for creating a new letter.

Copy directly from the customer in the list view.

If you already know which engagement letter you want to copy from an existing engagement letter for the same customer.

1. Go to Documentation – Engagement letters for the relevant customer.

2. Locate the engagement letter you want to base it on.

3. Click the three dots on the far right under Actions and select Copy engagement letter.

4. The wizard for creating a new engagement letter will now open, prefilled with all the data from the original.

5. Go through the wizard.

Copy via the New engagement letter button

If you want to copy an engagement letter from one customer to another. You can only copy from customers who already have at least one registered engagement letter.

1. Go to Documentation – Engagement letter for the customer you want to copy an engagement letter to.

2. Click the arrow next to the New engagement letter button to open the dropdown list and select Copy from customer.

3. A guide opens where you first select which customer you want to copy from.

4. Then select the specific engagement letter in the next dropdown that you want to use as a template.

5. Click Next to confirm your selection to start the guide.

6. Go through the wizard.

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