GoProposal vs FigsFlow: Which is right for you!

21 February 2025
Accountants, Blog
14 min read
go proposal vs figsflow

Your Proposals and engagement letters are the first impression you make with your clients and its worth making it count. But let’s face it, drafting these documents is time consuming and overwhelming.

That is where software like GoProposal and FigsFlow steps in, helping you craft clear, professional, and customisable documents quickly, and saving your valuable time for what truly matters.

But which platform best serves your needs as an accountant?

go proposal

3/5 ★★★☆☆

GoProposal: The smarter way to engage clients for accounting businesses

Figsflow

4.7/5 ★★★★⯪

Proposal, Pricing, & Engagement Software for Accountancy, Tax Advisory & Bookkeeping Firms

We, at FigsFlow tested both these software over several months and evaluated their features across the following key areas.

  • Proposals
  • Engagement Letters
  • Pricing Calculators
  • CRM & Sales Management
  • Integrations
  • Automation

You can use our test results across these parameters and use the decision-making dashboard at the end to make an unbiased judgement and decide which software is best fit for your firm.

Product Overview: GoProposal vs FigsFlow

GoProposal and FigsFlow are both powerful tools for accountants. While GoProposal focuses on simplifying engagement letter, FigsFlow offers all-in-one client onboarding with automated workflow for service pricing, proposal and engagement letter.

Here’s the side-by-side overview of both platforms.

Features GoProposal FigsFlow
Proposal Creation & Customisation Limitations on customisation of proposals Fully customisable professional proposals
Engagement Letters Requires Oversuite add-on for LOEs templates Regulatory compliant LOEs templates included in all plans, no add-ons required
Built-in Service Pricing Calculator Auto-pricing but outdated Auto-pricing based on current market trends
CRM & Sales Management Proposal and LOEs tracking system Proposal and LOE tracking and signature reminder
Time to generate Proposal 5 Minutes 30 seconds
Engagement Letter Compliance
  • UK professional bodies like AAT, ATT, CAI, CIMA, CIOT, ICAEW, and more
  • Global bodies like AIA, ACCA, CPAA, and IAB
  • UK professional bodies like CIOT, ICAEW, ATT, and AAT
  • Global bodies like CIMA, and ACCA
Third-Party App Integrations
  • Accounting Software like Xero, QuickBooks, and Sage
  • Practice management software like AccountancyManager, Senta, and Karbon
  • Data Integration tools like Dext Precision, Zapier, and GoCardless
  • Accounting software like Xero, QuickBooks, and Stripe
  • Communication tools like Gmail and Outlook
  • HubSpot for CRM and Sales management
  • Zapier for Data Integration
  • Companies House for Regulatory compliance

Now that you have general sense of each platform, let’s take a closer look at how each software performs in each of these key areas.

Which Tool Offers Better User Experience & Interface?

 FigsFlow presents a clean interface with sleek design and well-organised layout. The initial setup process is designed to tailor the platform to specific requirement of the firm, thereby ensuring a personalised experience from the outset.

Plus, the related features are bundled together in a module and rightly placed, enhancing the user’s navigation and giving the platform premium and minimalistic look.

Here’s a look at FigsFlow’s dashboard.

GoProposal vs FigsFlow: Which Proposal Software Wins for Accountants?

GoProposal also offers similar state-of-the art user Interface. Just like FigsFlow, features are easy to navigate, and the process is well-defined and well thought.

We assessed GoProposal and FigsFlow across multiple devices and areas of service delivery. Here’s the test result.

UI/UX GoProposal FigsFlow
Proposal & Pricing Generally, easy to navigate with minor hiccups Streamlined with well-organised interface
Engagement Letter Generation Requires more inputs about clients' details and services Can create engagement letter along with proposal
Client Onboarding Difficult to locate feature to add point of contact Can easily enter client details to create proposal and LOE
CRM & Sales Management Cluttered Interface and poor visualisation of data Clean interface with proper representation of data
Team Collaboration & Oversight Can easily pick up, edit and update the proposal and LOE drafted by other team members Can easily pick up, edit and update the proposal and LOE drafted by other team members

Which Tool Excels in Proposal Creation & Customisation?

Which Tool Excels in Proposal Creation & Customisation

Generating proposal within a FigsFlow is as simple as selecting “Generate Proposal” from the home dashboard and following the 4-step prompt.

  • Select service or services
  • Add point of contact (POI)
  • Review auto-calculated service prices
  • Click on proceed to Preview
  • Customise (if required) and you are done

The result: polished, fully customisable and visually appealing proposal and engagement letter within seconds. No wonder, it’s the one of the advanced proposal and engagement letter software out there in the market.

GoProposal also follows a comparable workflow for proposal creation. However, it has certain limitations.  

First and foremost, the proposal template within GoProposal is not fully customisable and you cannot decide on brand colour, font style and more. In addition to this, it requires users to manually input lots of data which is overwhelming and time consuming.

Now that you know how each of these software handles proposal creation and customisation, let’s take a look at additional supporting features. These will help access suitability of the software for the accounting tech. 

Features GoProposal FigsFlow
Proposal Reminders Email Reminder feature only for users Custom “Proposal Reminder” feature only for clients
Proposal Auto-Expiry Not able to customise proposal expiry period Easily set custom proposal expiry period
Email Notification Available pre-built email templates Available pre-built email templates
Reactivating Lost Proposal Not available and need to create new proposal Can re-ignite the lost proposal again and send it for review
Proposal Tracking Auto status marking as Sent, Live, Seen, Won, and Lost Auto status marking as Live, Draft, Won
Proposal & Deal Metrics Set proposal targets and track the metrics Monthly, Quarterly & Annually Deal value trackable
Service Customisation Customisation as per client’s requirements Customisation as per client’s requirements

Which Tool Handles Engagement Letters More Efficiently?

FigsFlow allows you to choose from a range of regulatory compliant LOE (Letter of Engagement) templates. These templates meet the requirements of UK and global bodies like ACCA, AAT, CIOT, ICAEW, ATT, CIMA and more.

GoProposal vs FigsFlow 2

Once you import the template from the library, you can customise wording and clauses in real time preview window and click on “Generate Proposal” to draft multiple engagement letter for several parties involved and single proposal letter.

You can also generate and finalise LOEs only without creating full proposal letter as well by clicking on small checkbox within generate proposal section.

GoProposal vs FigsFlow: Which Proposal Software Wins for Accountants?

GoProposal also follows the similar workflow. However, without addons, there are several limitations even in higher-tier packages.

For instance, OverSuite, a library of smart engagement letter template starts at additional £40 (excluding VAT) while FigsFlow offers it for free. The same is true for VIP support services, higher compliance standards and auto-updates in the software.

Let’s take a look at additional features related to engagement letter and compliance standards.

Features GoProposal FigsFlow
Build Your Template Library Cannot customise existing templates but can build own template library Customise pre-built templates as per requirement and create own template library
Regulatory Compliant Templates Add-on required with subscription at £40 to £80 per month (excluding VAT) Included in all plans
Service-Tailored LOEs templates Add-on required Included in all plans
Instant E-signatures Add-on required Included in all plans
Auto-Updates for LOEs templates Add-on required Included in all plans
Send Engagement Letter without Proposal Add-on required Included in all plans
LOEs templates by Entity Types Not available Included in all plans

Which Tool Has More Powerful Pricing Capabilities?

FigsFlow offers built-in service pricing calculator based on current market trends and industry standards. It factors several variables such as pay scales for associates, partners and professionals, fixed expenses, profit margins and more to value your services.

These settings are highly customisable and can be tailored to meet your firm needs. In addition to this, you can manually overwrite the prices, apply discounts and set VAT percentages in real time.

GoProposal vs FigsFlow: Which Proposal Software Wins for Accountants?

Result, you get to choose between several pricing strategies (cost-plus and value-based pricing) and value your services with ease.

GoProposal also offers similar approach to pricing services, allowing users to manually override auto-calculated rates for the services. However, it has certain limitations.

The pricing calculator is outdated with historic rates and standards. Thus, it requires users to stay aware of market rates, industry trends and every other minor details to value every accounting services. Also, once the service pricing is manually adjusted, there is no real-time preview window and requires user to recalculate the total and wait the processing period every time they make pricing adjustments.

GoProposal vs FigsFlow 5

Let’s take a look at additional features related to service pricing in each of these software.

Features GoProposal FigsFlow
Real-Time Price Updates Click on “recalculate” and wait Auto reflected in adjusted total within seconds
Advanced Pricing Configuration Not available Access to highly customisable, detailed library of pricing variables
User-Friendly Pricing Interface Boring Well-thought and easy to navigate
One-off fee option Available Available
Contingent Fee Pricing No contingent fee available Contingent fee available as per requirement
Flexible Pricing Models Offers multiple billing structures such as fixed, and one-off fees in one system but is time consuming Offers multiple billing structures such as fixed, contingent, and one-off fees in one system can be done within seconds

Which Tool Has Stronger CRM & Client Management Features?

Both GoProposal and FigsFlow offers a comprehensive suite of CRM and client management tools featuring seamless task reminders, clients follow ups, and communications. Here’s what is possible in each of these software.

Features GoProposal FigsFlow
Centralised Storage of Client Info Need third party software for CRM integration Can directly integrate with Hubspot and Zapier can be used to integrate other CRM
Task and Reminder System Proposal reminders, email notification, and proposal tracking are available. Proposal reminders, email notification, and proposal tracking are available along with proposal auto-expiry and reactivating lost proposal
Proposal Status Tracking Auto status marking as Sent, Live, Seen, Won and Lost. Auto status marking as Live, Draft, Won
Quick Notes on Proposal Not available Can add quick notes to proposal for further clarification
Email/ Outlook Integration Direct integration available Direct integration available

Which Tool Integrates Better with Accounting Apps?

Both GoProposal and FigsFlow support popular integrations in their software.

FigsFlow offers integrations with several accounting, practice management, communication and data integration software. Some of these include Xero, QuickBooks, Stripe, Gmail, Outlook, and Zapier.  Also, it features HubSpot for CRM and sales management and Companies House for Regulatory Compliance.

GoProposal vs FigsFlow 6

While GoProposal also offers similar level of integration with core accounting software as FigsFlow, it lacks HubSpot and Companies House Integration.

Now that you know, which software integrates what kinds of applications, let’s evaluate what these integrations means for Accountants.

Integration What This Means for Accountants
Gmail & Outlook (FigsFlow) Allows you to send and track proposals, LOE, and follow ups from your inbox (without having to log out of FigsFlow)
HubSpot (FigsFlow) Sync CRM directly
Stripe (FigsFlow) Clients can pay directly within software
Xero & QuickBooks (Both) Automatically push new client data into accounting systems
Zapier (Both) Unlock custom workflow and connect software to thousands of other apps
Companies House (FigsFlow) Instantly pull and auto-fill company data

Which Tool Provides Better Value for Money?

Both GoProposal and FigsFlow offers 4-tier pricing strategies. Here’s the side-by-side comparison of pricing within each of these software and related features.

Features/Plan GoProposal FigsFlow
Plan Names and pricing (monthly)
  • Solo (£65)
  • Basic (£95)
  • Standard (£130)
  • Premium (£205)
  • Lite (£8)
  • Basic (£24)
  • Standard (£48)
  • Professional (£90)
Users Included 1 to 10 users 2 to 10 users
Proposal Letter Limit 5 to unlimited 10 to unlimited
Contacts Limit Not specified 100 to 1200
Add-on GoProposal Anti-Money Laundering (AML), OverSuite Included in all plans, no add-on required
Engagement Letter Templates Available via add-on From Lite Tier
Send Engagement letters without proposals Add-on required Included in all plans

So, Which Tool Best Serves Accountants?

We interviewed 100+ accountants, tax advisors and bookkeepers to find out what they value the most in proposal and engagement letter software. Here’s the result.

  • Customisable Proposal and Engagement Letter Templates
  • Auto service pricing
  • Built-in wordings and clauses
  • Integrated E-signatures functionality
  • Client onboarding workflows (data collection, ID checks, etc)
  • Multi-user and multi-firm support (optional)
  • Client Relationship Management (CRM)
  • Accounting Software Integrations `

Let’s see which of these features are available in each of the platforms.

Features GoProposal FigsFlow
Customisable Templates Customisable with lots of limit Fully customisable as per requirement
Automated Service Pricing Available but outdated Available up to industry standard
Built-in Regulatory compliant engagement letter templates Available only on OverSuite package Available across all plans, compliant with UK and global professional body
Services based LOE Templates 60+ Services LOE Templates 100+ Services LOE Templates
E-signatories Available only on OverSuite package Included in all plans, no add-on required
Mult-User & Multi-firm access Only multi-user access available Multi-user and multi-firm access available
CRM functionality Available only on OverSuite package Includes proposal tracking, and reminders across all plans
Software Integrations Xero, QuickBooks, Sage, Stripe and more Xero, QuickBooks, Stripe, Hubspot, Companies House, Google Mail, Outlook

Goproposal & FigsFlow: Checklist for Decision Making

Key Parameters GoProposal FigsFlow
Proposal Creation Workflow Requires multiple manual data entry, hassle due to long form and time consuming Can easily input client details, select services on click and create proposals in seconds
Engagement Letter Workflow Pre-built templates only available on OverSuite, need to manually build LOE templates Pre-built regulatory compliant engagement letters templates available across all plans
Service Pricing Tools Available but outdated Available, relevant and provides comprehensive library of pricing variables giving maximum flexibility
CRM & Sales Capabilities Auto status marking as Sent, Live, Seen, Won and Lost Auto status marking as Sent Live, Draft and Won.
Platform Integrations Xero, QuickBooks, Zapier, Sage, and more Xero, QuickBooks, Stripe, Zapier, HubSpot, Companies House, Gmail & Outlook
Workflow Automation Email notification and Proposal Reminder Email notification, Proposal Reminder, Proposal auto-expiry and auto-service pricing
Overall Value for Money Requires add-on, expensive Budget-friendly and sustainable
Score 5.0/7 6.5/7
Additional Features GoProposal FigsFlow
UK-Specific Compliance Options Not available Available with specifications: set up complaints email and
Service Management Tools Editing possible but occasional lags and sync issues Quick to create, edit and remove services
Pre-Defined Templates for Client Types Available only on upgrades Available for Trust, Limited Companies, Partnership, individual client & more
Create Custom LOE Template library Create personalised LOE library to use it repeatedly Can edit existing regulatory compliant LOE templates and build personalised library to use repeatedly
Email Templates Available Built-in, and ready to use
Proposal Generation Time 5 minutes 30 seconds
Customisation Options Customisable with lots of limit Fully customisable as per requirement
Ratings & Testimonials Mixed feedback- some praise, some criticisms Consistently high user ratings across platforms
Team Collaboration 1 to 10 users, & can assign custom roles Multiple users can collaborate on proposals and engagement letters
Regulatory Compliant Engagement Letter Templates Available only after upgrades Available across all packages compliant to various regulated body in UK and across Globe
User Interface Good structure but some features are difficult to locate Related features are bundled in a module and placed for easy access
Customer Support Helpful agents but turnaround period is long Helpful and quick turnaround
Score 8.5/12 10.5/12

Final Verdict: GoProposal or FigsFlow?

Both GoProposal and FigsFlow are the market leaders in proposal, pricing, and engagement letter space tailored for accountants. However, after a clear deeper dive, FigsFlow standout offering more than just a proposal automation.

While GoProposal has priced itself as premium product with polished features, paid add-ons and expensive pricing, FigsFlow offers everything GoProposal does — plus more — at a significantly lower cost. It goes beyond proposal automation with built-in CRM, and client onboarding workflows positioning itself as all-in-one software for accountants.

And crucially, while GoProposal has locked everything behind expensive upgrades, FigsFlow provide them across all packages. Honestly, it’s the dream come true for accountants.

👉 Bottom line: If you’re after the best value, broader functionality, and a platform that grows with your firm, FigsFlow is the clear winner.

FAQs

What is the best alternative to GoProposal?

FigsFlow is the best alternative to GoProposal. It offers everything GoProposal does plus more at significantly lower cost. Plus, it has got good reviews with ratings of 5/5 on G2 and 4.9/5 on Trustindex.

Can I use both GoProposal and FigsFlow?

Yes, you can use GoProposal and FigsFlow concurrently to craft proposal and engagement letter. However, it’s worth knowing FigsFlow provides everything GoProposal does plus more at almost 1/8th the cost.

How do I transition from GoProposal to FigsFlow?

You can download all your data including historical data and specific information from GoProposal to a CSV file and import it to FigsFlow. And you can work as usual, notably with easier navigation and workflow.

How do I transition to GoProposal?

You can complete initial signup and integrate your accounting software like Xero or QuickBooks. And you’re done. You can create your own custom template for proposal and engagement letter or upgrade to GoProposal suite and use built-in templates.

How much GoProposal cost?

The subscription for GoProposal range from £65/month to £205/month (excl VAT). However, you will need add-ons like GoProposal AML and OverSuite to use this software fully which cost further £32 to £80 each (excl VAT). Instead, you can use FigsFlow which offers everything GoProposal does plus more at 1/8th the cost.

Sandeep is a rising finance professional with a sharp eye for numbers and a passion for turning complex tax rules into simple and smart solutions. Currently pursuing an ACCA qualification, he specialises in helping businesses stay regulatorily compliant.

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