Creating Engagement Letters
After configuring your Socket Engage settings and setting up your Terms and Conditions and Privacy Policy, you’re ready to prepare your Engagement Letters and Service Schedules.
To create your Engagement Letters in Socket Engage, click on ‘Engagement Letter Templates’ which will direct you to Document Templates, also accessible from the left-hand navigation bar. If you already have an Engagement Letter in place, it will appear in the list. To create a new one, click + New.
Choose Socket Engage and Select the type of engagement letter you need, either for an individual or organisation, and give it a clear name to help you identify it when creating a Proposal.
Once selected, the editor allows you to fully customise the content in each section, similar to the Terms and Conditions and Privacy Policy editor. Check out our guide
The bottom section, 'Schedule of Services', is dynamically linked to your service schedules and cannot be edited here.
Once you have customised your templates, they are ready to be used in your proposals!
Setting Up Service Schedules
To set up service schedules in Socket Engage, click on Service Schedule Templates and select one of the pre-built template for various different services, such as Management Accounts or External Reporting etc, depending on the services you provide.
Edit the content as needed to fit your practice and save.
Then all you need to do is link the schedule to a service by navigating to Service & Pricing and editing your Pricing Menu, the process for doing this can be found in our Service Schedules help guide.
Dynamic Tags
Using Dynamic Tags ensures that updates to documents are automatically reflected in new engagement letters, when a Dynamic Tags is updated, removing the need to update multiple documents individually.
For example: If you update your T&Cs, the new version is immediately available via the engagement letter’s embedded T&Cs link, used by Socket's "Dynamic Tag" system that allows you to include this inside the documents that get generated.
Dynamic tags are used in both Engagement Letters and Service Schedule templates, and they are managed in two separate ares.
Engagement Letters: These tags are taken mainly from your practice settings, and can be configured from the Setup Steps wizard in the Socket Engage page. These include things like Practice Name, Practice Address etc
Service Schedules: These tags are taken from any default tags set by you. For each service schedule you can set these default tags which can then later be over written for each client, if needed, on a per proposal basis.
To set up your default tags
Head to Service Schedule Templates
Click on the individual Service Schedule you want to update the tags for
Click on 'Missing Tags - Click to Resolve' at the top of the page
This will open a separate box where you can populate your tags. Once a default has been specified, a green tick will appear.
Any left with a orange triangle warning sign, will reappear when you create a proposal using this service schedule, giving you another chance to update the tag. If you input a value at that point, it will not update the default tag, and will populate for that proposal only.
Creating Proposals with Socket Engage
You can now start creating Proposals with your Engagement Letters 🎉
Navigate to ‘Home’ and click on + New.
Choose the appropriate engagement letter template and create your Proposal as normal. For more information on Proposal creation, head to our guide here.