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.

proposal management system software for accountant, bookkeepers & tax advisers

Excellent Reviews by Financial Professionals

Smart Proposal Management

proposal management software for accountant, bookkeepers & tax advisers

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.

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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.

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Advanced Features

Effortless Proposal Monitoring

FigsFlow simplifies proposal management. Say goodbye to manual tracking—get clear, actionable insights to inform your decisions.

Real-Time Insights

Real-Time Insights

Gain real-time insights with dashboards that display key metrics and performance indicators.

Conversion Rate Analysis

Conversion Rate Analysis

Track and analyse conversion rates and revenue with flexible views to support decision-making.

Success Rate Visualisation

Success Rate Visualisation

View performance trends and adjust strategies as needed.

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

  • Manual tracking.

  • Limited insights into performance.

  • Missed opportunities.

With FigsFlow

  • Centralised tracking.

  • Real-time data and insights.

  • Smarter strategies and better results.

  • Easy to customise

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Master Access Control Today

Unlock seamless, secure permissions for your team.

Trusted by Professionals Worldwide

Thousands of accountants, bookkeepers, and tax advisers rely on FigsFlow to streamline their workflow and deliver exceptional client service.

“FigsFlow helped me set the proper prices that benefited both me and my clients.”

 

Leslie Alexander

Leslie Alexander

Certified Accountant

“FigsFlow helped solve the dilemma I always had about setting prices for my bookkeeping services.”

Jacob Jones

Jacob Jones

Freelance Bookkeeper

“Tax advisory is a complicated sector. FigsFlow simplified the pricing for this and improved my margins.”

James Wilson

James Wilson

Tax Adviser

Let Data Guide Your Documents

Track your proposal and engagement letter performance and plan for success!

Figsflow for Large-Scale Proposal Projects