Canopy Engagements is included standard with Canopy’s base product, including the engagement builder, client acceptance experience, eSignatures, engagement management and CRM.
Canopy Engagements utilizes a form-like process to templatize each item a firm offers.
Each associated product/service name, description, service item, rate, rate type and billing frequency can be defined with an unlimited number that can be added to all engagements.
Engagements can be tracked, showing are partially accepted and which signatures are still needed. Proposals can be viewed by accepted date with users having the ability to see progress on tasks for each engagement. Tasks can also be filtered by the assignee.
Users can create engagement item templates, both general and specific to each service item. These can be customized to each firm and also individualized for each prospect or client.