FigsFlow Proposal Management Software
- 30 Days free trial
- No credit card required
Manage Proposals On The Go
Streamlining the creation, customisation, and tracking of Proposals and Engagement Letters, enhancing efficiency and client engagement for Accountancy Firms, Tax Advisors, Accountants and Bookkeepers.
Digital Proposals
Effortless Proposals and Engagement Letters made possible with FigsFlow, simplifying the journey from conception to success.
Easy to Use
User-friendly design meets powerful functionality for an effortless Proposal and Engagement Letters creation experience from start to finish.
Easy Management
Manage your Proposals and Engagement Letters with FigsFlow, simplifying complexities and empowering you to focus on what truly matters.
Automated Process
Your gateway to seamless process automation of creating, customising, editing and sending Proposals and Engagement Letters.
Universal Engagement Letter Templates
Say goodbye to time-consuming manual document creation and hello to efficient Engagement Letters with FigsFlow’s robust template management feature.
- Tailor templates to match your firm's branding.
- Create your own Engagement Letter templates.
- Choose from a library of Preloaded templates.
Pricing Software for Accountants
FigsFlow is a cutting-edge Pricing software tailored specifically for accountants, tax advisors and bookkeepers enabling them to streamline and optimise their pricing strategies effortlessly.
- Accurate Pricing Calculations.
- Easily Customisiable Pricing Models.
- Real-Time Pricing Adjustments.
Proposal Templates for Accountancy Firms
Various Proposal Templates with customisable text, images, and terms for a professional touch that stands out. Take control of what appears where.
Reuse preloaded or custom-created templates to streamline the proposal process, ensuring efficiency and consistency whilst allowing for quick personalisation of your Proposal Template.
- Streamlined Proposals Creation.
- Professional and Customisable Designs.
- Live Analytics and Tracking Proposals View, Interactions and other.
User and Role Management
Eliminate complex user setup processes and streamline your team management mechanism with FigsFlow’s powerful User and Role Management features.
Assign roles and provide access to your team members so that you can enhance collaboration and work-tracking.
- Customise roles.
- Track team activity.
- Centralised user management in one dashboard.
Reporting and Analytics
Unlock actionable insights and make data-driven decisions with FigsFlow’s robust Reporting and Analytics tools.
- Gain real-time insights.
- Identify trends and patterns.
- Make informed decisions.
Meet Client Requirements
FigsFlow empowers you to customise Proposals, Pricing, and Engagement Letters with ease, ensuring client satisfaction every time.
- Easily customisable generated Engagement Letters.
- Real-time Pricing adjustements for Accountants.
- Create and Use Digital Signature Flawlessly.
Connect to Your Favourite Client Service Providers
Simplify your workflow by seamlessly integrating with your preferred client service providers.
Gmail
Effortlessly connect with Gmail for effective communication and collaboration.
HubSpot
Seamlessly Integrate with HubSpot for client relationships management.
Outlook
Streamline your proposal workflow by integrating Outlook
Get Started With FigsFlow Today
Create personalised Proposals, Pricing, and Engagement Letters for client acquisition and retention.