Proposal & Engagement Letter Insights
Get Data on Proposal & Engagement Letter Performance
Easily track your firm’s proposals. Monitor sent proposals, closed deals and revenue to evaluate success and fine-tune your strategy.
- 30-day free trial
- Competitive Prices
- Cancel anytime
Excellent Reviews by Financial Professionals
G2 Reviews
5.0
Read our reviews on G2
Trustindex Reviews
5.0
Excellent based on 10 reviews
Smart Proposal Management
Track Proposals in One Place
Keep everything organised and easily monitor proposal progress.
Measure Success Rates
See which strategies are winning and improve your conversion rates.
Understand Revenue Impact
Identify which proposals bring in the most revenue and focus your efforts there.
Refine Your Strategy
Use insights to improve your approach and drive consistent growth.
Advanced Features
Effortless Proposal Monitoring
FigsFlow simplifies proposal management. Say goodbye to manual tracking—get clear, actionable insights to inform your decisions.
The Secret to Proposal Success
Easily manage proposals, track performance, and optimise strategies with FigsFlow. Refine your approach based on real-time data for better results.
Without FigsFlow
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Manual tracking.
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Limited insights into performance.
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Missed opportunities.
With FigsFlow
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Centralised tracking.
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Real-time data and insights.
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Smarter strategies and better results.
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Easy to customise
Master Access Control Today
Unlock seamless, secure permissions for your team.
- 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!
Let Data Guide Your Documents
Track your proposal and engagement letter performance and plan for success!
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