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    Proposals and engagement letters, signed online

    Clients accept their proposal and sign their engagement letter in their browser, on any device. No printing, no scanning and no separate e-signature tool to pay for.

    Book a demoSee how it works

    Included in every plan, from £110 a month.

    strively's signing step on a proposal. The client confirms: I, Sarah Hartley, acknowledge and agree to the terms of this agreement and consent to my typed name below serving as my legally binding digital signature. Under Sign below, to accept this proposal, they have typed Sarah Hartley, with an Accept and sign button and a Decline button underneath.

    Can clients sign engagement letters electronically?

    Yes. In strively, a new client accepts their proposal and signs their engagement letter online, in their browser, without printing or scanning anything. E-signatures are built in, so there's no separate e-signature tool to set up or pay for.

    Why practices use strively for e-signatures

    Signed the same day

    Clients sign in a few clicks on their phone or laptop, instead of printing and posting.

    No extra tool to pay for

    E-signatures are built into strively, so you don't need a separate signing subscription.

    One smooth journey

    Proposal, engagement letter and onboarding all happen in one flow, under your brand.

    How e-signatures work

    From accepted proposal to signed engagement letter in minutes.

    1. Proposal accepted

      The prospect accepts their web proposal online.

    2. Letter sent

      Their engagement letter and terms of business are ready to sign straight away.

    3. Signed online

      They sign in their browser on any device, with no printing or scanning.

    4. Onboarding begins

      AML checks and direct debit set-up follow automatically.

    Everything e-signatures can do

    Sign on any device

    Clients can accept and sign wherever they are, on whatever device they have to hand.

    • Works on phone, tablet and desktop
    • Nothing to download or print
    • Signed in a few clicks

    Engagement letter · ready to sign

    Annual accounts and corporation taxIncluded
    Terms of businessAttached
    S. Hartley

    Proposals and engagement letters together

    The proposal and engagement letter are signed in the same flow, so nothing gets lost between the two.

    • Accept the proposal online
    • Sign the engagement letter straight after
    • No chasing for signed copies

    Hartley & Co Ltd

    ProposalAccepted 10:40Done
    Engagement letterSigned 10:42Done
    Ready to onboard

    Onboarding starts the moment they sign

    A signature doesn't sit in an inbox. The next onboarding steps begin automatically.

    • AML checks in AML HQ
    • Added to your Adfin direct debit mandate
    • Tracked in your pipeline

    Onboarding · after signing

    AML checkIn AML HQPassed
    Direct debit mandateAdfinSet up

    E-signatures for every kind of practice

    Get the paperwork signed while the client is still keen.

    Accountants

    Get engagement letters signed before the client's year-end work begins.

    Example: letter signed the same day as the proposal

    Bookkeepers

    Start monthly work straight away, with the engagement letter signed on day one.

    Example: signed on a phone between meetings

    Payroll bureaux

    Have everything signed before the first pay run.

    Example: signed and set up in one sitting

    Tax advisers

    Get specialist engagement letters signed without posting paperwork.

    Example: R&D engagement letter signed online

    How strively's e-signatures compare

    Most tools include e-signatures. strively puts the proposal, engagement letter and onboarding in one signed flow.

    strively · Proposals and engagement letters signed online, in one flowIntegrated
    Ignition · E-signatures includedIntegratedGoProposal · Needs the OverSuite add-onPartlyFigsFlow · E-signatures includedIntegratedSocket · E-signatures includedIntegratedBetter Proposals · E-signatures includedIntegratedPandaDoc · E-signatures includedIntegrated

    Checked October 2026 against each tool's published information. Follow a row for the full comparison.

    Where e-signatures fit in

    Every strively feature hands over to the next, from first enquiry to onboarded client.

    1. Web proposals →Proposals prospects actually read.
    2. You're hereE-signaturesProposals and letters signed online.
    3. Engagement letters →UK-format letters and terms of business.
    4. Document collection →Questions and uploads, sent automatically.

    Frequently asked questions

    Yes. New clients accept their proposal and sign their engagement letter online, in their browser, on any device.

    No. E-signatures are built into strively, so there's no separate tool to set up or pay for.

    Clients accept their proposal and sign their engagement letter and terms of business online.

    No. Clients sign in their browser on a phone, tablet or computer, with nothing to download or print.

    Onboarding continues automatically, with AML checks in AML HQ and the client added to your Adfin direct debit mandate.

    Get engagement letters signed the same day

    A 30-minute demo, tailored to your firm, using the kind of enquiries you get every week.

    Book a demo