Welcome to FigsFlow Help Centre
Whether you’re looking for guidance on using our software, have questions about specific features, or need troubleshooting assistance, you’re in the right place.
Start Out With Our Document Library
Overview & Navigation
Overview & Navigation
Generate Proposal
Overview & Navigation
FigsFlow Contacts Overview
Overview & Navigation
Proposal Templates
Letter of Engagement (LoE) Templates
Cover Letter Templates
All the Resources You Need, Right Here, Right Now!
Unlock a world of expert guides, powerful tools, and time-saving templates to supercharge your FigsFlow experience.
FigsFlow Documentation
Step-by-step guides to navigate and utilise FigsFlow effectively.
FigsFlow Learn Centre
Training materials and tutorials to master FigsFlow’s features.
FigsFlow Blogs
Get expert advice, insights, and updates on proposal and engagement letter management.
Templates
Ready-to-use templates for proposals, engagement letters and more.
Calculators
Essential tools for quick and accurate financial calculations.
Changelog
Keep track of the latest updates, improvements, fixes, and new features added to FigsFlow.
See FigsFlow in Action
Simplify client engagement with automated proposals, engagement letter templates and custom pricing. See how FigsFlow can transform your practice today!
Powerful Features to Simplify Your Workflow
Save Time & Work Smarter
FigsFlow is built to simplify processes for accountants, bookkeepers, and tax advisers. With pre-loaded templates and HubSpot integration, FigsFlow is the ideal solution for firms of all sizes.
FAQ's Answered
General Questions
How does FigsFlow streamline proposal creation?
FigsFlow simplifies proposal creation through intuitive templates, drag-and-drop functionality, and collaborative features, ensuring a smooth and efficient process from start to finish.
Can I customise proposals to fit my brand?
Yes, FigsFlow offers extensive customisation options, allowing you to tailor proposals with your branding elements, colours, logos, and fonts to maintain a consistent brand identity.
How secure is my data with FigsFlow?
FigsFlow prioritises the security of your data, employing robust encryption protocols, secure cloud storage, and regular security updates to safeguard your sensitive information.
Can I track the progress of my proposals in real-time?
Yes, FigsFlow provides real-time tracking and analytics features, allowing you to monitor the status of your proposals, track engagement metrics, and gain valuable insights to optimise your proposal strategy.
Can I prepare pricing details for my clients using FigsFlow?
Absolutely! FigsFlow allows you to generate clear, detailed pricing breakdowns that ensure transparency and strengthen trust in your services.
Product Questions
What is proposal management in FigsFlow?
FigsFlow’s proposal management tools allow you to easily track and organise proposals across different stages (draft, live, won, or lost). It also features version tracking to keep all your proposal drafts and updates in one place, streamlining the process.
How does FigsFlow simplify pricing?
FigsFlow automates fee calculations and offers tailored pricing models to suit every client.
How does the digital signature feature work?
FigsFlow offers a secure digital signature feature that lets clients sign engagement letters online, eliminating the need for physical paperwork and speeding up the approval process.
How does FigsFlow ensure security?
FigsFlow implements precise role-based permissions to safeguard sensitive client data effectively.
Can I export reports with FigsFlow?
Yes, FigsFlow allows you to export tailored reports for easy sharing and presentation.
Template Questions
What templates are available on FigsFlow?
FigsFlow offers a wide range of templates, including engagement letters for annual accounts, Corporation Tax returns, VAT returns, proposals and pricing documents.
Can I customise the templates?
Yes, all templates are fully editable in Word or PDF format, allowing you to personalise them to suit your client needs and services.
Are the templates compliant with UK regulations?
Yes, all our templates are designed to meet the necessary UK accounting and tax regulations, ensuring compliance and accuracy in your documents.
Can I use these templates for multiple clients?
Absolutely! Once downloaded, you can reuse and customise the templates for any client or project, saving you time and effort for each engagement.
How do FigsFlow’s templates ensure compliance with regulations?
FigsFlow’s templates include GDPR Compliance Framework and comprehensive Terms and Conditions to help you adhere to regulatory requirements, ensuring that your proposals are not only professional but also legally sound.