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.
- 30-day free trial
- No credit card required
- Cancel anytime
Excellent Reviews by Financial Professionals
Manage Proposals Like Never Before
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.
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.
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
Easily customise live proposals with flexible editing options.
Proposal Duplication
Quickly create a copy of any proposal with proposal duplication feature.
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
Track proposals created within a custom date range.
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
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Centralised proposal tracking
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Automated approval workflows
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Real-time collaboration for quick updates
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Automated reminders for follow-ups
With FigsFlow
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Centralised proposal tracking
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Automated approval workflows
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Real-time collaboration for quick updates
-
Automated reminders for follow-ups
Take Control of Your Proposals
Stay organised and on top of every proposal stage with FigsFlow’s Proposal Management Hub!
- 30-day free trial
- No credit card required
- Cancel anytime
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
Certified Accountant
“FigsFlow’s templates are simply the best. Very detailed and easy to edit.”
Amelia Miller
Freelance Bookkeeper
“I cannot believe how FigsFlow made the process of team collaboration so easy.”
James Wilson
Tax Adviser
Track, Secure, Succeed
Track proposal progress, ensure compliance and secure your documents. Get started with FigsFlow now!