Customisable Proposal with Real-Time Editing
Create, Edit & Manage Proposals
Designed specifically for accounting, bookkeeping and tax professionals, FigsFlow allows you to create, edit and customise proposals in real time to meet your clients’ needs. Ensure everyone is on the same page and say goodbye to endless back-and-forths.
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
Create, Edit & Deliver Proposals Faster
Live Editing Tools
Make changes in real time without switching between platforms, ensuring efficiency at every stage of the proposal process.
Dynamic Previews
Preview proposals as you edit to ensure they are polished and ready for client review. No need to wait for a draft to be finished before previewing it.
Team Collaboration
Work together with team members on the same proposal, fostering seamless communication and diverse inputs.
Full Customisation
Tailor proposals to match client requirements, add branding elements and include specific details that stand out.
Advanced Features
Change Your Proposal Tailoring Process For the Better
Utilise FigsFlow’s real-time editing and customisation features to quickly respond to client needs, streamline collaboration with your team members and deliver personalised proposals that win more business without trouble or hassle.
Customised Proposals
Create polished proposals quickly with pre-loaded templates.
Flexible Proposal Editing
Easily modify content, terms, pricing and service descriptions.
Version Control & Tracking
Keep track of who is working on what proposal and manage permissions.
Ensure Formatting
FigsFlow ensures that every proposal aligns with your brand and format.
Compliance Clauses
FigsFlow’s templates ensure your proposals adhere to regulations.
Digital Signature
FigsFlow integrates digital signatures, allowing clients to sign documents quickly.
Real-Time Collaboration
Collaborate with your team in real time. Assign roles, make edits and manage access.
Comprehensive Library
Access a wide array of comprehensive and compliant templates.
The Key to Proposal Perfection
Say goodbye to static proposals and long turnaround times. FigsFlow’s customisable proposals and real-time editing tools allow you to personalise and finalise proposals effortlessly, ensuring a smoother and more dynamic workflow.
| No. | Without FigsFlow | With FigsFlow |
|---|---|---|
| 01 | Real-time editing for instant changes | Real-time editing for instant changes |
| 02 | Seamless collaboration with your team | Seamless collaboration with your team |
| 03 | Version control | Version control |
| 04 | Faster turnaround | Faster turnaround |
Supercharge Your Proposals
Unlock the power of seamless collaboration and real-time editing today!
- 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!
Exciting Possibilities Await
The opportunity to edit, refine and perfect your proposals await you!
