Feature
Transform Your Proposal Management Experience
Create customised proposals in minutes with FigsFlow, streamlining approvals and boosting client satisfaction for accountants, bookkeepers, and tax advisers.
- 30-day free trial
- Competitive Prices
- Cancel anytime
Excellent Reviews by Financial Professionals
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Trustpilot 5.0 ★ ★ ★ ★ ★ Read our reviews on Trustpilot
Trustindex Reviews 4.7 ★ ★ ★ ★ ★ Excellent based on 70+ reviewsOverview
Proposal Management System for Accountants, Bookkeepers & Tax Advisers
FigsFlow is built for accountants, bookkeepers, and tax advisers, offering tailored solutions for tracking statuses, analysing data, and managing proposals on a centralised dashboard. Customise branding, integrate seamlessly with HubSpot, and enjoy faster approvals to enhance client satisfaction.
Accountants
FigsFlow simplifies proposal management for accountants with tailored templates, real-time editing and advanced tracking for maximum efficiency and professionalism.
Bookkeepers
FigsFlow’s centralised dashboard streamlines tracking and analytics, while HubSpot integration and proposal software enhance workflows for bookkeepers.
Tax Advisers
Deliver accurate, customised proposals for tax planning and advisory services and more with FigsFlow so, tax advisers can focus on quality service delivery.
Benefits
Why Choose FigsFlow for Proposal Management?
FigsFlow offers a comprehensive proposal management platform designed for businesses of all sizes. Say goodbye to manual processes and embrace a streamlined approach that lets technology do the heavy lifting.
Dynamic Proposal Previewing
Review proposals in real time so you can ensure accuracy and a professional presentation.
Customisable Proposal Templates
Tailor each proposal to specific client requirements without trouble or hassle with our templates.
Insightful Centralised Dashboard
Manage your entire proposal lifecycle from a single dashboard that offers detailed analytics on proposal status and revenue.
Customisable Branding & Themes
Stand out with proposals matching your brand with custom fonts, colours and layouts.
Exporting & Reporting Capabilities
Export detailed proposal data into CSV files and gain actionable insights on client engagement and more.
Preloaded Content for Quick Setup
Get started immediately with preloaded proposal templates, eliminating the need for manual setup.
Proposal Features
Key Features of FigsFlow for Proposal Management
Whether you are a growing firm aiming to enhance your client outreach or an established business seeking to refine your proposal management process, FigsFlow caters to your unique needs.
Generation
Seamless Proposal Generation
Develop comprehensive and professional proposals effortlessly with our library of predefined templates. Add pricing, service terms and client-specific details to ensure your proposals are complete.
Easy Management
Proposal Management Hub
Easily track all your proposals, and their status (draft, live, won or lost), and maintain version control. Know exactly where your proposals are in the development stage and organise your priorities.
Templates
Professional Proposal Library
Get started on developing professional proposals immediately with FigsFlow’s library of pre-loaded templates. Eliminate the need for manual setup of proposals and save time and resources.
Personalisation
Customisable Proposals with Real-Time Editing
Edit proposals to meet client requirements in real time. Collaborate among team members to develop the best possible proposal to deliver to your clients. Get unique facilities you cannot find on other platforms.
Why FigsFlow Is the Proposal Management Software You Need?
See why FigsFlow is head and shoulders above other software when it comes to serving your proposal management needs.
| Features | Others | FigsFlow |
|---|---|---|
| Pricing | Starts from around £19 | Starts from £10 |
| Proposal Previewing | Proposal preview process more complicated than FigsFlow | Real-time preview of proposals ensures completeness |
| Real-time Editing | Limited editing capabilities than FigsFlow | Real-time collaboration ensures smooth workflow |
| Centralised Dashboard | Analytics confusing to access and visualise | Detailed analytics available in one place |
| Customisation Branding | Limited customisation options for branding | Fonts, colours & layouts customisable for branding |
| Export & Reporting | Limited exporting capabilities hinder insight data | Export detailed proposal data into CSV files |
| Pre-loaded Content | Limited range of templates that may not fulfil requirements | Pre-loaded templates allow users to get started immediately |
But there is so much more!
Get started and let FigsFlow fulfil your proposal management needs!
- 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 Customer (UK)
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.
FigsFlow Customer (UK)
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 Customer (UK)
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
FigsFlow Customer (UK)
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
FigsFlow Customer (UK)
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
FigsFlow Customer (UK)
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!
Frequently Asked Questions
Got questions? We’ve got answers.
Explore our FAQs to learn how FigsFlow simplifies your workflows and boosts efficiency.
What is Proposal Management in FigsFlow?
How do I create proposals with FigsFlow?
Can I collaborate on proposals in real time?
How does FigsFlow help maintain brand consistency?
How can I track my proposals and client engagement on FigsFlow?
Still have questions?
Let our team of experts help you with your queries.
Extended Features to Elevate Your Proposal Management
Unlock the full potential of your proposals with FigsFlow’s powerful tools designed to simplify and enhance every part of proposal management.
From automating proposal creation to customising client-specific templates, FigsFlow ensures that your proposals are consistent, professional and tailored to meet each client’s needs.
Explore All Features
Templates Library
Choose from a wide range of pre-built, customisable templates to simplify your proposal creation process.
Client-Specific Proposals
Tailor each proposal to match your client’s needs. FigsFlow ensures that every service detail is personalised.
eSignatures
FigsFlow’s integrated eSignature feature allows clients to approve proposals with digital signatures.
Notifications
Stay on top of your tasks with real-time notifications. Never miss a key moment in the client engagement process.
Don’t Waste Another Minute
Sign up for FigsFlow right now or schedule a one-on-one demo!
