If you’re looking for the best document generation software to create professional proposals and regulatory-compliant engagement letters for your accounting firm, you’re in the right place.
In this guide, you’ll get a detailed comparison of the top 10 platforms built specifically for accountants, bookkeepers, and tax advisers. We’ve ranked each software and broken down its pricing, key features, compliance capabilities, and ideal firm profiles so you can quickly find the right solution for your practice.
Before diving into the list, go through how to match your firm profile to the right platform and what criteria we used to select these 10 software options.
Sounds good? Let’s start.
How to Choose the Right Document Generation Software for Your Accounting Firm
Before comparing features and pricing and going through each software, know your firm’s profile and match it to the right fit.
Here’s what you need to know:
- Your firm size and client volume (solo vs. small team vs. mid-sized vs. Enterprise)
- UK regulatory compliance requirements (ACCA, ICAEW, CIOT) vs. general accounting needs
- Budget reality, including per-user costs, document volume overages, and integration add-ons
- Whether you need all-in-one (proposals + engagement letters + pricing + AML) or standalone tools
Now you know what you need. Here’s what you can skip to or go for directly:
- If you’re a UK firm needing regulatory-compliant engagement letters, → Go straight to FigsFlow
- If you’re a solo accountant or small practice (<50 clients) → Skip to FigsFlow, Ignition, Proposify
- If you’re an enterprise firm (20+ users, high volume) → Focus on DocuSign IAM, PandaDoc Enterprise, FigsFlow Professional
- If you want all-in-one platform (proposals + engagement letters + pricing + AML) → Go straight to FigsFlow
How We Selected These 10 Document Generation Software
We evaluated document generation platforms specifically for accounting professionals, focusing on tools that create proposals and engagement letters for client onboarding and agreement management. We tested platforms used by accountants, bookkeepers, tax advisers, and accounting firms to identify which ones deliver the best combination of compliance, functionality, and value.
Here’s what we considered:
- Ratings and reviews from verified accounting users (minimum 4.0/5.0 on G2, Capterra, or Trustpilot)
- Accounting relevance and whether the platform is built for or widely adopted by accounting professionals
- Core functionality, including professional proposal generation and regulatory-compliant engagement letter creation
- Compliance features meeting professional standards for UK accountancy bodies (ACCA, ICAEW, CIOT) and general professional services requirements
- Transparent pricing publicly available without mandatory sales calls, plus scalability from solo practitioners to enterprise firms
We excluded practice management platforms where document generation is a minor feature, tools without free trials or clear pricing, and platforms with consistently poor reviews from accounting professionals. The result is 10 platforms that accounting firms actually use to generate compliant, professional client documentation.
Documents Generation Software for Accountants: Top 10 Global Solutions
The following platforms are ranked from #1 to #10 based on overall value, compliance features, and suitability for accounting firms. Each entry includes pricing, key features, ideal firm profiles, and what makes each platform stand out.
FigsFlow
FigsFlow is the best proposal and engagement letter software for accounting firms that need regulatory-compliant documentation, advanced pricing automation, and integrated AML checks in one platform. Built by chartered accountants specifically for accountancy bodies (ACCA, ICAEW, CIOT, CIMA, AAT, ATT), it generates professional proposals and engagement letters in under 60 seconds while ensuring complete regulatory compliance, earning recognition as Proposal Software of the Year 2026 by SME500 UK Awards.
Quick Facts
- Best For: accountants, bookkeepers, and tax advisers needing regulatory-compliant proposals and engagement letters
- Rating: 4.9/5 (based on 27 reviews)
- Price: Starter £8/month (1 user, 10 proposals) | Essentials £24/month (3 users, 30 proposals) | Standard £60/month (5 users, 75 proposals) | Professional £120/month (10 users, unlimited proposals)
- Platforms: Web-based platform with accounting software integrations
- Learning Curve: 30-day free trial, guided onboarding support from Essentials plan upward
The Real Problems FigsFlow Solves
- The Multi-Tool Chaos Draining Budgets
You’re paying separately for proposal software, engagement letter tools, pricing calculators, and AML verification platforms. FigsFlow combines all four in one platform, eliminating multiple subscriptions and software switching. - The Hours Lost to Manual Proposal Creation
Creating proposals from scratch wastes hours on formatting, fee calculations, and regulatory compliance checks. FigsFlow’s 100+ pre-built templates generate fully customised proposals in under 60 seconds with automatic compliance for all major accountancy bodies. - The Engagement Letter Compliance Nightmare
Generic templates miss regulatory requirements specific to accountancy bodies, creating compliance risks. FigsFlow’s templates auto-populate engagement letters meeting ACCA, ICAEW, CIOT standards, with regular updates when regulations change. - The Inconsistent Pricing Killing Profitability
Manually calculating fees across service packages leads to inconsistent quotes and undercharging. FigsFlow’s advanced pricing calculator handles fixed, value-based, and tiered fees with automatic adjustments for bundles, discounts, and VAT.
What You'll Absolutely Love About FigsFlow
- Built by Accountants for Compliance
Purpose-built by chartered accountants who understand regulatory requirements. Templates reflect actual accounting services with proper scope considerations for year-end accounts, VAT returns, tax prep, and audits. - Award-Winning Speed Without Sacrificing Quality
Generate professional, branded proposals with client-specific details and regulatory-compliant language in under 60 seconds. Named Proposal Software of the Year 2026 for delivering quality and speed together. - Advanced Pricing Calculator for Complex Scenarios
Handle annual fees split across payment frequencies, multi-entity discounts, optional services, and bundled packages without external spreadsheets. Apply value-based, fixed, or contingent fees with complete transparency. - Integrated AML Verification Streamlines Onboarding
Complete AML compliance checks and risk assessments within the same platform where you create proposals and engagement letters, eliminating workflow disruption from switching between separate tools.
Who Should Choose FigsFlow?
If you're a accounting firm needing regulatory-compliant proposals and engagement letters with integrated pricing automation and AML verification, FigsFlow delivers award-winning results with complete compliance.
Ignition
Ignition is the best client engagement and proposal software for accounting firms that need to automate engagement letters, collect upfront payments, and manage recurring billing. It combines proposal creation, engagement letter automation, integrated payment collection, and contract management in one platform trusted by 8,500+ service-based businesses, with customers achieving zero accounts receivable and 2x growth from efficiency gains.
Quick Facts
- Best For: Accounting and bookkeeping firms needing engagement letter automation with upfront payment collection
- Rating: 4.7/5 (based on 118 reviews)
- Price: Solo $39/month (20 clients) | Core $99/month (50 clients) | Pro $229/month (350 clients) | Pro+ $399/month (600 clients)
- Platforms: Web-based platform with accounting software integrations
The Real Problems Ignition Solves
- The Engagement Letter Chase Killing Cash Flow
Engagement letters sit unsigned for weeks while work starts anyway, creating cash flow gaps. Ignition’s automated engagement letters with integrated payment collection secure signatures and payment details upfront, eliminating accounts receivable entirely. - The Scope Creep Revenue Leakage
Clients request additional services mid-engagement, but you delay billing until the month-end. Ignition’s scope adjustment feature lets you bill clients instantly when scope changes, capturing every billable dollar. - The Manual Renewal Time Drain
Renewing 50+ client agreements annually wastes hours on repetitive work. Ignition’s bulk renewal features with ready-made templates automate the process, renewing multiple agreements simultaneously.
What You'll Absolutely Love About Ignition
- Upfront Payment Collection That Eliminates AR
Collect client payment details directly in proposals before work begins. Once signed, billing and payment happen automatically. Connected Accounting achieved zero accounts receivable using this feature. - AI-Powered Price Insights
Get data-backed AI price suggestions based on real proposal data from thousands of firms. Price Insights add-on ($349/year) provides benchmarks and reasoning to help you price profitably.
What You'll Hate About Ignition
- Active Client Limits Force Expensive Upgrades
Growing from 50 to 51 active clients forces an upgrade from $99/month Core to $229/month Pro—a 131% price jump for one additional client. - Single eSignature Restricts Multi-Signer Agreements
Solo and Core plans include only one eSignature per proposal. Engagement letters requiring both managing partner and client signatures need the Pro plan ($229/month) for 2 eSignatures.
Who Should Choose Ignition?
If you're an accounting firm needing engagement letter automation with integrated upfront payment collection and recurring billing management, Ignition delivers proven results with zero AR. If you have fewer than 20 active clients, simpler tools may serve you better.
DocuSign
DocuSign is the best intelligent agreement management platform for accountants who need to send, sign, and manage contracts, engagement letters, and client agreements at enterprise scale. It combines AI-powered document generation, eSignature, contract lifecycle management, and automated workflows in one platform trusted by 95% of Fortune 500 companies with proven security certifications, including ISO 27001, SOC 2, and FedRAMP compliance.
Quick Facts
- Best For: Accounting firms needing enterprise-grade eSignature, contract management, and automated agreement workflows
- Rating: 4.7/5 (based on 9191 reviews)
- Price: Personal £8/month | Standard £20/month | Business Pro £33/month | IAM plans with custom pricing
- Platforms: Web-based platform with iOS and Android mobile apps
The Real Problems DocuSign Solves
- The Agreement Process is Scattered Across Multiple Tools
You create contracts in Word, send via email, chase signatures through text messages, and track status in spreadsheets. DocuSign unifies creation, signing, tracking, and storage in one platform with AI-powered search and automated reminders. - The Contract Intelligence Black Hole
Signed agreements sit in filing cabinets or scattered folders with no visibility into obligations, renewal dates, or risks. DocuSign Iris AI engine surfaces obligations, risks, and opportunities from agreements while triggering automated workflows for renewals and next steps. - The Manual Document Creation Bottleneck
Accountants spend hours manually generating engagement letters and service agreements for each client. DocuSign Agreement Preparation creates documents from templates with prefilled data pulled directly from your CRM, eliminating repetitive typing and reducing errors. - The Slow Agreement Turnaround Killing Revenue
Engagement letters take weeks to finalize as documents bounce between email, physical signatures, and follow-up calls. DocuSign delivers 81% improvement in document turnaround time through electronic signatures, SMS delivery, multi-channel signing, and automated follow-ups that get signatures 65% faster.
What You'll Absolutely Love About DocuSign
- Enterprise-Grade Security With Global Compliance
E-SIGN, UETA, GDPR, eIDAS compliant with ISO 27001, SOC 2, FedRAMP, and PCI DSS certifications. Includes SSO, two-factor authentication, role-based access, retention policies, and complete audit trails for regulatory requirements. - AI-Powered Agreement Intelligence
Navigator centralizes all agreements in a searchable repository with AI extraction of key terms, automated reminders, and analytics. Maestro builds no-code custom workflows that automate multi-step agreement processes without developer resources.
What You'll Hate About DocuSign
- Envelope Limits Create Unexpected Costs
Standard plan caps at 100 envelopes per user annually. High-volume accounting firms sending monthly engagement letters to 200+ clients will exhaust limits quickly, forcing mid-year upgrades or additional seat purchases. - Add-On Pricing Stacks Up Fast
SMS delivery costs £0.35 per send, identity verification costs £2 per attempt, and Qualified Electronic Signatures cost £9 per recipient. These essential features for accountant workflows add hundreds monthly beyond base subscription pricing. - Complex Feature Tiers Confuse Planning
Personal, Standard, Business Pro, Enhanced, and separate IAM plans each unlock different capabilities. Understanding which tier enables web forms, bulk sending, payment collection, or workflow automation requires sales consultation rather than a transparent comparison.
Who Should Choose DocuSign?
If you're an accounting firm handling high-volume client agreements, need enterprise security and compliance certifications, and require integration with existing CRM systems, DocuSign delivers proven agreement automation trusted globally. If you send fewer than 100 agreements annually or need transparent pricing without add-on complexity, simpler eSignature tools may serve you better.
PandaDoc
PandaDoc is the best document generation and agreement management software for accountants who need to create proposals, quotes, contracts, and engagement letters with built-in eSignatures and payment collection. It combines document creation, collaboration, automation, signing, and analytics in one platform rated #1 by G2 for proposals, eSignature, and contract management.
Quick Facts
- Best For: Accounting firms needing proposal automation, eSignatures, and client payment collection
- Rating: 4.7/5 (based on 3,367 reviews)
- Price: API Developer Plan at $40/month (40 documents included) | Enterprise pricing available
- Platforms: Web-based platform with mobile apps
The Real Problems PandaDoc Solves
- The Manual Document Creation Bottleneck
Accountants waste hours copying client data into proposal templates and engagement letters. PandaDoc’s drag-and-drop editor with smart content eliminates errors by pulling data directly from your product catalog and CRM, generating custom documents in seconds instead of hours. - The Scattered Document Workflow
You create proposals in Word, send for signatures via DocuSign, track status in spreadsheets, and chase payments separately. PandaDoc handles creation to signature to payment in one platform, eliminating the need to juggle multiple tools and manual tracking. - The Lost Deal Tracking Problem
You send proposals into a black hole with no visibility into whether clients opened them, which sections they viewed, or when they’ll sign. PandaDoc’s tracking and analytics show real-time document activity and user engagement, helping you follow up strategically. - The Revenue Leakage from Unsigned Agreements
Engagement letters sit unsigned for weeks, delaying project starts and creating compliance risks. PandaDoc Rooms creates digital collaboration spaces where clients can review, discuss, and sign documents faster, accelerating deal closure by up to 28%.
What You'll Absolutely Love About PandaDoc
- Complete Agreement Management in One Platform
Create documents with a drag-and-drop editor, collaborate with clients in real-time, automate repetitive tasks, collect legally binding eSignatures, analyze document performance, and get paid—all without leaving PandaDoc. - Enterprise-Grade Security & Compliance
E-SIGN, UETA, HIPAA compliant, and SOC 2 Type II certified with secure electronic signatures. Includes SSO support, two-factor authentication, and granular document permissions for client data protection.
What You'll Hate About PandaDoc
- Per-Document Pricing Can Get Expensive
API Developer Plan includes 40 documents at $40/month, then $4 per additional document. High-volume firms sending hundreds of proposals monthly face escalating costs beyond the base subscription. - Limited Information on Feature Access
The Developer Plan shows “Limited” embedded editor, signing, audit trail, and webhooks without clarifying restrictions. You won’t know the actual limitations until testing or contacting Enterprise sales. - Integration Complexity for Non-Technical Users
API-first approach and developer-focused documentation may overwhelm accountants without technical resources. Enterprise features require custom implementation conversations and technical setup.
Who Should Choose PandaDoc?
If you're an accounting firm sending frequent proposals and engagement letters while needing integrated eSignatures and payment collection, PandaDoc delivers complete document automation with strong compliance. If you send fewer than 40 documents monthly or lack technical resources for setup, simpler proposal tools may serve you better.
Proposify
Proposify is the best proposal management software for accountants who need to create professional, branded proposals and engagement letters quickly while tracking client engagement in real-time. It combines drag-and-drop document creation, eSignatures, payment collection, and proposal analytics with CRM integrations, helping customers achieve close rates 2x the industry average with proposals created in 17 minutes or less.
Quick Facts
- Best For: Small to mid-sized accounting firms needing branded proposal automation and client tracking
- Rating: 4.2/5 (based on 6 reviews)
- Price: Basic $19/user/month | Team $41/user/month | Business $3,900/year (5 users)
- Platforms: Web-based platform
- Learning Curve: 17 minutes average to create proposals after setup
The Real Problems Proposify Solves
- The Proposal Creation Time Drain
Accountants waste hours formatting engagement letters and service proposals in Word, manually updating client details and pricing tables. Proposify’s drag-and-drop editor with reusable templates and CRM data integration creates branded proposals in 17 minutes instead of hours. - The Proposal Black Hole Problem
You send proposals via email with zero visibility into whether clients opened them or which sections they reviewed. Proposify tracks real-time engagement, showing when prospects view documents and the time spent on each section for strategic follow-ups. - The Multi-Tool Document Workflow Chaos
You create proposals in Word, send via email, chase signatures through DocuSign, and track status in spreadsheets. Proposify handles creation, sending, tracking, eSignatures, and payment collection in one platform with a centralized content library. - The Branding Inconsistency Across the Sales Team
Different team members create proposals with varying formats, outdated pricing, and off-brand designs. Proposify’s standardized templates with locked elements and approval workflows ensure consistent, professional documents without losing control of what goes out.
What You'll Absolutely Love About Proposify
- Real-Time Proposal Tracking & Analytics
Get email notifications when clients open proposals, see detailed analytics on time spent per section, and export full reports. 43% of proposals win within 24 hours of opening. - Professional Template Design Service
In-house designers create custom, on-brand proposal templates based on best practices. Customers report doubled close rates after launching customized templates with a professional design service.
What You'll Hate About Proposify
- Document Send Limits on Basic Plan
Basic plan caps at 5 document sends monthly. Small accounting firms sending 10+ engagement letters monthly must upgrade to Team or Business plans immediately. - Integration Costs Add Up
Salesforce managed package costs $9/user/month extra. Aspire integration costs another $9/user/month. Premium integration support and advanced automations require a Business plan at $3,900 annually.
Who Should Choose Proposify?
If you're an accounting firm sending frequent branded proposals needing client engagement tracking and integrated eSignatures with payment collection, Proposify delivers proven proposal automation with strong design capabilities. If you send fewer than 5 proposals monthly or need document generation beyond proposals, other tools may serve you better.
GetAccept
GetAccept is document generation software that excels mainly at creating sales proposals, quotes, and contracts within Digital Sales Rooms for B2B sales teams. It combines AI-powered content creation, eSignatures, and deal room collaboration to double win rates and reduce proposal creation time by 80%, though it lacks regulatory compliance features needed for accounting engagement letters.
Quick Facts
- Best For: B2B sales teams needing Digital Sales Rooms with proposal management
- Rating: 4.2/5 (based on 18 reviews)
- Price: eSign £20/user/month | Professional £45/user/month (5 user min) | Enterprise custom
- Platforms: Web-based with CRM integrations
- Learning Curve: Information not available
The Real Problems GetAccept Solves
- The Scattered Deal Communication Problem
Proposals, contracts, and stakeholder conversations scatter across email threads, losing context. GetAccept’s Digital Sales Rooms centralize all deal content and communications in one shared hub. - The Manual Proposal Creation Bottleneck
Sales reps waste hours creating personalized proposals from scratch. GetAccept AI generates buyer-ready content from prompts and builds business cases from meeting notes, reducing creation time by 80%. - The Deal Momentum Black Hole
You lack visibility into which stakeholders engage with proposals. GetAccept’s tracking analytics identify key decision-makers, show which content works, and notify you at perfect moments. - The Proposal-to-Close Delay
Traditional PDF workflows slow down deal closure with printing and scanning delays. GetAccept’s integrated eSignatures enable instant online signing with GDPR compliance, closing deals faster.
What You'll Absolutely Love About GetAccept
- AI Content Creation from Meeting Notes
Turn sales conversations into business cases and executive summaries automatically. AI generates meeting recaps with next steps shareable in seconds. - Proven 100% Win Rate Increase
SalesScreen doubled win rates from 13% to 26% using Digital Sales Rooms. Teams save 16 hours monthly with 51% increase in proposal-to-close rates.
What You'll Hate About GetAccept
- Professional Plan Requires 5 Users Minimum
AI features and CRM integrations require the Professional tier at £45/user/month with 5 user minimum commitment. Small teams pay £225 monthly, even with fewer users. - No Accounting Compliance Features
Built for B2B sales proposals and contracts. Lacks regulatory-compliant engagement letter templates and accounting-specific documentation requirements.
Who Should Choose GetAccept?
If you're a B2B sales team creating frequent proposals needing Digital Sales Rooms, AI content generation, and CRM integration, GetAccept delivers proven results, doubling win rates. If you're an accounting firm needing regulatory-compliant engagement letters, accounting-specific document generation tools will serve you better.
Qwilr
Qwilr is document generation software that excels mainly at creating interactive sales proposals and quotes for modern sales teams. It combines drag-and-drop content blocks, AI-powered proposal creation, CRM integrations, and real-time analytics to help teams reduce proposal creation time by 75% and close deals 20% faster, though it lacks regulatory compliance features needed for accounting engagement letters.
Quick Facts
- Best For: Sales teams, marketing, and customer success teams needing interactive proposals and quotes
- Rating: 5/5 (based on 388 reviews)
- Price: Business $35/user/month | Enterprise $59/user/month (10 user minimum, annual billing)
- Platforms: Web-based platform
- Learning Curve: 14-day free trial, includes a getting-started guide
The Real Problems Qwilr Solves
- The Static PDF Proposal Problem
Traditional PDFs and Word documents look primitive and outdated to modern buyers. Qwilr creates interactive, web-based proposals with rich media, embedded videos, and live pricing that update in real-time without resending documents. - The Manual Proposal Creation Bottleneck
Sales teams waste hours recreating proposals from scratch for each deal. Qwilr’s AI Creator converts your website into ready-to-use proposal templates, with drag-and-drop reusable content blocks, reducing creation time by 75%. - The Proposal Version Control Nightmare
Sending updated PDFs creates confusion as prospects juggle multiple versions searching for current pricing. Qwilr’s live links let you update proposals on the fly without resending, improving customer experience. - The Deal Velocity Black Hole
You lack visibility into buyer engagement with your proposals at crucial deal stages. Qwilr provides page-level analytics showing exactly how buyers interact with content, helping teams close deals 20% faster with actionable insights.
What You'll Absolutely Love About Qwilr
- Interactive Proposals That Drive 20% Higher Win Rates
Web-based proposals with embedded pricing calculators, videos, and rich content create standout buyer experiences. Teams see full ROI payback in 5 months with measurable win rate increases. - Direct CRM Integration for Automated Workflows
Send proposals directly from Salesforce, HubSpot, Pipedrive, or Zoho with automatic data population. Enterprise plan includes CRM automations and template-level settings for scalable proposal processes.
What You'll Hate About Qwilr
- Enterprise Plan Requires 10 Users Minimum
Salesforce integration, advanced analytics, and team permissions require the Enterprise tier at $59/user/month with 10 user minimum commitment. Small teams pay $590 monthly, even with fewer users. - No Accounting-Specific Compliance Features
Built for sales proposals, quotes, and contracts. Lacks regulatory-compliant engagement letter templates, professional services compliance tracking, and accounting-specific documentation requirements needed for accountants.
Who Should Choose Qwilr?
If you're a sales team creating frequent interactive proposals needing CRM integration, real-time buyer analytics, and modern web-based documents, Qwilr delivers proven results with 20% faster deal closure and 75% time savings. If you're an accounting firm needing regulatory-compliant engagement letters and professional services documentation, accounting-specific document generation tools will serve you better.
Better Proposals
Better Proposals is document generation software that excels mainly at creating professional sales proposals for small businesses and freelancers. It combines web-based interactive proposals, real-time collaboration, digital signatures, and client onboarding flows to replace Word/PDF workflows, though it lacks regulatory compliance features for accounting engagement letters.
Quick Facts
- Best For: Small businesses, freelancers, and sales teams needing professional proposal creation
- Rating: 5/5 (based on 164 reviews)
- Price: Starter $13/user/month | Premium $21/user/month | Enterprise $42/user/month
- Platforms: Web-based, works on any device
- Learning Curve: 14-day free trial, 24/7 support with 2-minute response time
The Real Problems Better Proposals Solve
- The Word/PDF Proposal Mess
Creating proposals in Word, exporting PDFs, and sending attachments creates embarrassing typos and inconsistent branding. Better Proposals templates ensure perfect formatting every time with automatic content fitting and no design skills needed. - The Static PDF Experience Problem
Clients receive spammy email attachments requiring printing, signing, and scanning. Better Proposals delivers web-based interactive proposals that clients can read comfortably on any device with live chat for questions. - The Follow-Up Guesswork
You set random reminders, wondering if clients opened proposals or what to say. Better Proposals notifies you instantly when opened, shows exactly what sections they read and for how long, enabling perfectly timed follow-ups. - The Disjointed Client Onboarding
Post-signature onboarding involves messy email threads chasing information and payments. Better Proposals provides branded step-by-step onboarding flows starting immediately after signature, handling everything in one smooth process.
What You'll Absolutely Love About Better Proposals
- Real-Time Collaboration Like Google Docs
Set up templates, fonts, and colors once for perfect consistency. Team members collaborate in real-time with simultaneous editing and inline commenting without design skills. - 24/7 Human Support in 2 Minutes
No AI chatbots or canned replies ever. Highly trained humans respond to every query in an average of 2 minutes, 24 hours a day, including weekends.
What You'll Hate About Better Proposals
- Starter Plan Limits Send Volume
Starter tier caps at 10 monthly sends with 1 user seat. Small agencies sending 15-20 proposals monthly must upgrade to Premium at $21/user with a 50-send limit. - No Accounting Compliance Features
Built for sales proposals and contracts. Lacks regulatory-compliant engagement letter templates and accounting-specific documentation requirements.
Who Should Choose Better Proposals?
If you're a small business creating sales proposals needing interactive documents and client onboarding automation, Better Proposals replaces Word/PDF workflows effectively. If you're an accounting firm needing regulatory-compliant engagement letters, accounting-specific tools will serve you better.
Bidsketch
Bidsketch is a document generation software that excels mainly at creating professional sales proposals for agencies and salespeople. While it offers reusable templates, electronic signatures, and real-time analytics to cut proposal creation time in half and close deals 60% faster, it lacks the regulatory compliance features and engagement letter templates needed for accounting professionals.
Quick Facts
- Best For: Design, development, marketing, and advertising agencies needing sales proposal creation
- Rating: 5/5 (based on 25 reviews)
- Price: Solo $29/month | Team $79/month (3 users) | Business $149/month (8 users)
- Platforms: Web-based platform
- Learning Curve: Less than a minute to get started, 14-day free trial
The Real Problems Bidsketch Solves
- The Proposal Creation Time Drain
Creating custom proposals wastes hours on reformatting, copying, pasting, and renaming files. Bidsketch cuts proposal creation from 3 hours to 45 minutes using reusable templates, pricing items, content blocks, and designs with an example content library. - The Revenue Left on the Table
You’re not upselling additional services effectively to clients already buying from you. Bidsketch’s optional fees feature lets clients accept add-on services during proposal approval, earning 32% more revenue on average. - The Proposal Tracking Black Hole
You send proposals via email with zero visibility into whether clients opened them or how interested they are. Bidsketch provides instant email notifications when clients view proposals, tracks view duration, and exports activity. - The Signature Delay Killing Deals
Waiting for printed, scanned, and faxed signatures slows deal closure by weeks. Bidsketch’s built-in electronic signatures let clients sign instantly online, closing deals 60% faster than PDF workflows.
What You'll Absolutely Love About Bidsketch
- Client Landing Pages That Convert 18% Better
Custom-branded landing pages where clients view, approve, export, comment, and sign proposals set you apart professionally. Proposals were approved 18% more than traditional proposals. - Approval Messages Automating Client Workflow
Set automatic messages shown after proposal approval, prompting for deposits, sharing guides, or explaining next steps. Streamlines client onboarding immediately after signing.
What You'll Hate About Bidsketch
- User Limits Force Plan Upgrades
Solo plan restricts to 1 user, Team caps at 3 users, Business at 8 users. Growing agencies need expensive plan changes even with low proposal volume. - No Regulatory Compliance Features for Accountants
Built specifically for design, development, marketing, and advertising agencies. Lacks engagement letter templates, compliance tracking, and regulatory features needed for professional accounting services.
Who Should Choose Bidsketch?
If you're an agency creating frequent sales proposals needing upselling capabilities, client engagement tracking, and fast electronic signatures, Bidsketch delivers proven automation, cutting creation time in half. If you're an accounting firm needing regulatory-compliant engagement letters and professional services documentation, accounting-specific document generation tools will serve you better.
Quotient
Quotient is document generation software that excels mainly at creating professional price quotes and estimates for businesses selling products or services. It combines real-time pricing updates, optional items for upselling, eSignatures, and customer engagement tracking to reduce quote creation time from 4-6 hours to minutes, though it lacks regulatory compliance features needed for accounting engagement letters.
Quick Facts
- Best For: Small businesses and teams needing professional quotes and estimate generation
- Rating: 4/5 (based on 1 reviews)
- Price: Solo $28/month (1 user) | Team $48/month (2-5 users) | Team+ $88/month (6+ users)
- Platforms: Web-based, works on any device or browser
- Learning Curve: Quick to learn with a 2-minute overview video
The Real Problems Quotient Solves
- The Quote Creation Time Drain
Copying and pasting from Word documents wastes 4-6 person-hours per quote with inconsistent pricing across teams. Quotient’s templates and price item library reduce quote generation to minutes with a single-screen workflow. - The Version Control Chaos
Multiple quote versions clutter inboxes, wrong attachments get sent, and customers struggle to find current pricing. Quotient’s web-based quotes update in real-time with personalized links that open perfectly on any device without downloads. - The Upselling Opportunity Missed
Back-and-forth emails negotiating optional services waste time and kill deals. Quotient’s optional and multiple-choice items let customers select add-ons with real-time price updates, simplifying upselling without email chains. - The Follow-Up Black Hole
Busy schedules mean forgotten follow-ups and lost deals while you wonder if customers even opened your quote. Quotient shows exactly when and how many times customers viewed quotes with automated follow-up notifications for aging deals.
What You'll Absolutely Love About Quotient
- Seamless Customer Experience with Questions on Quotes
Customers post questions directly on quotes, creating a clear paper trail throughout the sales process. Your entire team stays in sync with communication centralized in one place. - One-Click Acceptance with eSignatures
The Accept Quote button creates legally binding deals instantly. Touch device signing feature eliminates mouse-signing hassle, making signatures simple and convenient from any device.
What You'll Hate About Quotient
- Limited to Quote & Estimate Generation
Built specifically for price quotes and estimates. Lacks proposal content creation, engagement letter templates, and regulatory compliance features needed for professional services beyond product/service pricing. - Team Plan Jumps from 5 to 6 Users
Team plan caps at 5 users for $48/month. Adding a sixth user requires the Team+ plan at $88/month, nearly doubling costs even with just one additional team member.
Who Should Choose Quotient?
If you're a business creating frequent price quotes for products or services needing customer engagement tracking, real-time pricing updates, and quick eSignatures, Quotient delivers proven time savings, reducing 4-6 hour processes to minutes. If you're an accounting firm needing regulatory-compliant engagement letters, professional service proposals, or comprehensive document generation beyond pricing quotes, accounting-specific tools will serve you better.
Document Generation Software Comparison: Top 10 at a Glance
Here’s how the top 10 document generation platforms compare when evaluated on regulatory compliance, pricing value, and real-world performance for accounting firms. The scores reflect our assessment based on verified ratings, feature sets, and proven adoption among UK and international accounting professionals.
Conclusion
Choosing the right document generation software isn’t about the most features. It’s about solving your specific problems without juggling multiple platforms.
Start by identifying your core pain points:
- Are you wasting hours on manual engagement letter creation?
- Paying for separate tools for proposals, pricing calculators, and AML checks?
- Losing revenue to unsigned agreements?
- Facing compliance risk from generic templates?
If you’re a UK accounting firm, FigsFlow is the clear choice. Purpose-built by chartered accountants with auto-updating ACCA, ICAEW, and CIOT templates at £8-120/month. For international firms, FigsFlow’s all-in-one platform still delivers better value than paying for multiple subscriptions, though you’ll miss the UK-specific regulatory automation.
Most platforms offer free trials. Create actual engagement letters for real clients, test compliance templates against your requirements, and verify whether 60-second generation claims hold up.
Create Your First Compliant Engagement Letter in Under 60 Seconds
Frequently Asked Questions (FAQs)
FigsFlow is the best proposal software for UK accounting firms, offering regulatory-compliant templates, integrated AML checks, and advanced pricing automation at £8-120/month. For international firms, Ignition and PandaDoc provide strong engagement letter automation with payment collection.
Proposal software automates professional document creation, enabling businesses to generate branded proposals, track client engagement in real-time, collect electronic signatures, and manage agreements from creation through payment collection in one centralized platform.
An engagement letter defines the professional relationship between accountant and client, detailing service scope, deliverables, fees, payment terms, responsibilities, confidentiality obligations, liability limitations, and regulatory compliance requirements. It protects both parties legally.
FigsFlow leads for UK firms with ACCA/ICAEW/CIOT-compliant templates and integrated AML verification at £8-120/month. Ignition excels internationally with zero AR capability through upfront payment collection at $39-399/month based on client volume.
No. All-in-one platforms like FigsFlow combine proposals, engagement letters, pricing calculators, and AML checks into a single subscription. Using separate tools costs more, creates workflow friction, and increases compliance risk from disconnected systems.
