Customising Templates in Figsflow: Tailoring Proposals to Perfection

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In the world of accounting and taxation, creating winning proposals that cater to the unique needs of every client is crucial for success. This is where Figsflow, an innovative proposal management software, comes in. With its powerful customisation capabilities, Figsflow allows firms to craft tailored proposals that are sure to impress clients effortlessly. Let’s take a closer look at how Figsflow’s template customisation features work and how they can help firms refine their proposal strategies.

What are FigsFlow’s Key Customisation Features?

Figsflow is a standout software in the realm of proposal management realm due to its unique customisation capabilities. Specifically, for client acquisition in accounting and tax firms, the two most crucial documents are Proposals and Letters of Engagement (LoEs). To make the process of creating these documents more seamless, Figsflow allows users to add most of the data to the software’s settings tabs. This data is then used dynamically during the Proposal and LoE drafting process.

For example, values such as global price valuables, VAT rates and discount rates, which are frequently used during proposal drafting, can be set globally through the General Settings section of Figsflow. This means that users can easily use these values when creating proposals. This dynamic use of data enables users to create documents like proposals seamlessly and in no time at all. Figsflow’s customisation capabilities are unmatched, and they provide users with a unique edge that they won’t find anywhere else.

How to Customise Templates in Figsflow?

One of the most useful features of Figsflow is the Template Setup section that allows users to tailor their proposals to their specific needs. In this section, you can explore the list of templates for proposals and LoEs, and either add new templates or modify existing ones. By following the step-by-step process outlined in Figsflow, you can easily create your own templates for proposals that meet your specific requirements.

  • To create a new proposal template, first click on the “Add New Proposal Template” button on the interface.
  • Once you’ve done that, you’ll see a display divided into three parts: Cover Page, Proposal Body, and Proposal Footer. These three sections make up your proposal document:
  1. Cover Page – The Cover Page is the first page that your clients will see. Here, you can add the title, description, cover image, and logo of the document.
  2. Proposal Body – In the Proposal Body section, you can add text using the textbox, images, and testimonials. You can add as much content as you’d like and move them around as needed.
  3. Proposal Footer – The Proposal Footer includes your company details such as your company name, number, email, website, and any other important information

An LoE is created using a similar proposal document template. Once customised, you can preview the documents in the software’s Proposal section.

Conclusion

Figsflow is a game-changer for accounting and taxation firms. Its customisation capabilities empower firms to create tailored proposals that exceed client expectations. Through its intuitive interface and comprehensive template customisation options, Figsflow enables users to refine their proposal strategies with ease, ensuring consistency in branding and messaging. By embracing Figsflow’s customisation features, firms can unlock new opportunities, strengthen client relationships, and drive business growth.

Prerana is a content writer with a Computer Information Systems degree, meaning she brings an exceptional understanding of software and IT into the content creation field. Crafting high-quality content, she aims to help deepen public understanding of proposal management systems like FigsFlow.


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