The engagement letter is the most important source document for both the client and advisor to reference to ensure that everyone is meeting the terms of the agreement.

It would be very helpful if, when creating an engagement in Harness, a proposal could be linked to the engagement from a dropdown menu. This would allow a PDF of the signed engagement letter to be automatically uploaded to the files section of that engagement.

This feature would save advisors time by eliminating the need to navigate away from the engagement to the proposals screen to review the engagement letter. It would also remove the extra steps of downloading and manually uploading the engagement letter to internal files for archiving. Additionally, this change would help keep documents better organized when using the Google Drive sync.