Proposal Management Hub

Organise & Track Proposals Effortlessly

Stay organised and track your proposals effortlessly with FigsFlow’s Proposal Management Hub. Monitor every stage, prioritise tasks, track statuses and manage proposals from one central dashboard.

Excellent Reviews by Financial Professionals

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Manage Proposals Like Never Before

Centralised Dashboard

Centralised Proposal Dashboard

Keep all your proposals organised in one place. Track drafts, sent proposals and approvals at a glance from FigsFlow’s intuitive dashboard.

Real-Time Collaboration

Collaborate with your team in real time to make instant updates to your proposals, ensuring precision and enabling quick turnarounds.

Real-time Collaboration
Approval Workflow Automation

Approval Workflow Automation

Simplify your approval process with automated workflows to ensure timely sign-offs and faster turnarounds.

Proposal Status Tracking

Monitor the progress of your proposals in every stage — draft, sent, reviewed and accepted — so you can take necessary action in a timely manner.

Proposal Status Tracking
Advanced Features

Transform How You Manage Proposals

Discover the tools that take your proposal management to the next level. With real-time updates and detailed insights, you’ll stay on top of each proposal’s progress and make informed decisions for optimal results.

Proposal Editing

Proposal Editing

Easily customise live proposals with flexible editing options.

Proposal Duplication

Proposal Duplication

Quickly create a copy of any proposal with proposal duplication feature.

Resend Email

Resend Email

Enables users to easily resend proposals to clients without recreating them.

Proposal Search

Advanced search options to find proposals and their stages.

Advanced Filters

Advanced Filters

Track proposals created within a custom date range.

Proposal Export

Proposal Export

Proposal details can be exported in CSV format to enhance data management.

The Secret to Streamlined Proposal Management

Easily create, organise and manage your proposals in a single, user-friendly platform. FigsFlow’s Proposal Management Hub is designed to save time, eliminate errors and deliver data to help you make the most out of your proposals.

Without FigsFlow

  • Centralised proposal tracking

  • Automated approval workflows

  • Real-time collaboration for quick updates

  • Automated reminders for follow-ups

With FigsFlow

  • Centralised proposal tracking

  • Automated approval workflows

  • Real-time collaboration for quick updates

  • Automated reminders for follow-ups

FigsFlow Rating

Take Control of Your Proposals

Stay organised and on top of every proposal stage with FigsFlow’s Proposal Management Hub!

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.

Track, Secure, Succeed

Track proposal progress, ensure compliance and secure your documents. Get started with FigsFlow now!

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