Proposal Management Hub
Organise & Track Proposals Effortlessly
Stay organised and track your proposals effortlessly with FigsFlow’s Proposal Management Hub. Monitor every stage, prioritise tasks, track statuses and manage proposals from one central dashboard.
Excellent Reviews by Financial Professionals
G2 Reviews · 5.0 · Read our reviews on G2 ★ ★ ★ ★ ★
Trustpilot · 5.0 · Read our reviews on Trustpilot ★ ★ ★ ★ ★
Trustindex Reviews · 4.7 · Excellent based on 70+ reviews ★ ★ ★ ★ ★
- 30-day free trial
- Competitive Prices
- Cancel anytime
Manage Proposals Like Never Before
Centralised Proposal Dashboard
Keep all your proposals organised in one place. Track drafts, sent proposals and approvals at a glance from FigsFlow’s intuitive dashboard.
Real-Time Collaboration
Collaborate with your team in real time to make instant updates to your proposals, ensuring precision and enabling quick turnarounds.
Approval Workflow Automation
Simplify your approval process with automated workflows to ensure timely sign-offs and faster turnarounds.
Proposal Status Tracking
Monitor the progress of your proposals in every stage — draft, sent, reviewed and accepted — so you can take necessary action in a timely manner.
Advanced Features
Transform How You Manage Proposals
Discover the tools that take your proposal management to the next level. With real-time updates and detailed insights, you’ll stay on top of each proposal’s progress and make informed decisions for optimal results.
Proposal Editing
Easily customise live proposals with flexible editing options.
Proposal Duplication
Quickly create a copy of any proposal with proposal duplication feature.
Resend Email
Enables users to easily resend proposals to clients without recreating them.
Proposal Search
Advanced search options to find proposals and their stages.
Advanced Filters
Track proposals created within a custom date range.
Proposal Export
Proposal details can be exported in CSV format to enhance data management.
The Secret to Streamlined Proposal Management
Easily create, organise and manage your proposals in a single, user-friendly platform. FigsFlow’s Proposal Management Hub is designed to save time, eliminate errors and deliver data to help you make the most out of your proposals.
| No. | Without FigsFlow | With FigsFlow |
|---|---|---|
| 01 | Centralised proposal tracking | Centralised proposal tracking |
| 02 | Automated approval workflows | Automated approval workflows |
| 03 | Real-time collaboration for quick updates | Real-time collaboration for quick updates |
| 04 | Automated reminders for follow-ups | Automated reminders for follow-ups |
Take Control of Your Proposals
Stay organised and on top of every proposal stage with FigsFlow’s Proposal Management Hub!
- 30-day free trial
- Competitive Prices
- Cancel anytime
Trusted by Practitioners Just Like You
Hear What Others Have to Say
Take a look at the real ways accountants, bookkeepers and tax advisers have achieved faster growth, streamlined workflows and elevated profits with FigsFlow.
Bibek P.
FigsFlow changed how we produce our engagement letters and proposals. It is easy to setup and use - has pre-built templates for ACCA. The good think we like about the software is that it is easier to edit and make changes in each proposal and engagement letter as per client needs.
Another feature that was really helpful was when sending proposal for multiple inviduals and companies, it generates one proposal but multiple engagement letter to each entity and person as required by ACCA. This saved lots of time for single proposal for same family members and group companies.
Ron B.
Ability to edit each proposal and enagement letter is the best feature. We have templates, but each client want something to change which can be done instantly in FigsFlow.
Madela Sanjose
Figsflow blogs have become a trusted source of information for me as an accountant, especially when it comes to Making Tax Digital. Their full MTD guide breaks down digital record-keeping, quarterly reporting, and software compliance in a way that actually makes sense, making the whole preparation for transition doable for both me and my clients. I also like their broader topics, automation, onboarding tips, and HMRC updates which support the day-to-day work I do.
Lovela Scantte
As an accountant I’ve tried many onboarding tools, but FigsFlow is the best. It generates compliant proposals in under a minute and creates customisable engagement letters, transforming our workflow. Pre-loaded templates (meeting the standards of ACCA, ICAEW, CIOT, etc.) support compliance and save hours.
FigsFlow is a profit booster. Highly recommended. Try the free 30-day trial: you won’t regret it.
Leonard Duncan
Loving the experience so far..... The nice feature is that each Proposal or Engagement letter can be customised different from the template, making few client specific changes.
In the morning at my firm, I quickly list all my engagement letters in draft and send them one by one, after fine tuning them.
Bdodge Malik
Perfect for saving time and staying organized!
The software is super easy to use—customizing templates, sending documents, and getting client approvals all happen in no time. It’s professional, efficient, and takes the hassle out of managing client interactions. Perfect for saving time and staying organized!
Track, Secure, Succeed
Track proposal progress, ensure compliance and secure your documents. Get started with FigsFlow now!
