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.

Seamless Proposal Generation

Excellent Reviews by Financial Professionals

Manage Proposals Like Never Before

proposal management software for accountant, bookkeepers & tax advisers

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.

proposal management system for accountant, bookkeepers & tax advisers
proposal management system for accountant, tax advisors, bookeepers

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.

engagement letter management for accountant, tax advisors, bookeepers
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

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 engagement letter software rating

Take Control of Your Proposals

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

What Our Happy Clients Say About FigsFlow

Many small and large firms have praised the excellence of FigsFlow.

“FigsFlow has revolutionised my proposal creation process. I’m able to make complex proposals easily.”

Leslie Alexander

Leslie Alexander

Certified Accountant

“FigsFlow’s templates are simply the best. Very detailed and easy to edit.”

Amelia Miller

Amelia Miller

Freelance Bookkeeper

“I cannot believe how FigsFlow made the process of team collaboration so easy.”

James Wilson

James Wilson

Tax Adviser

Track, Secure, Succeed

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

Seamless Proposal Generation