Proposals Report Module
Gauge Proposal Success and Improve Outcomes
Keep track of proposals, monitor signatories and client interactions. Export comprehensive reports to share insights with your team.
- 30-day free trial
- No credit card required
- Cancel anytime
Excellent Reviews by Financial Professionals
Streamline Proposal Tracking
Track Proposal Status
Monitor every proposal’s journey from submission to acceptance, all in one place.
Monitor Client Interactions
Monitor client interactions and signatory updates to stay informed at all stages.
Evaluate Proposal Success
Review the effectiveness of your proposals by tracking success rates and client responses.
Effortless Reporting
Easily export detailed reports to share key insights with your team and improve strategies.
Advanced Features
Simplified Proposal Management
FigsFlow makes tracking proposals easy. From signatories to client interactions, manage everything with ease and share valuable insights in just a few clicks.
The Secret to Proposal Efficiency
Track, manage and share proposal data with FigsFlow. Keep everyone aligned and make data-driven decisions to improve your proposal strategies.
Without FigsFlow
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Manual tracking of proposals and client interactions.
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Time-consuming report creation.
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Fragmented proposal data.
With FigsFlow
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Centralised tracking of proposals and signatories.
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Effortless reporting and sharing of insights.
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Streamlined collaboration and data-driven decision-making.
Master Access Control Today
Unlock seamless, secure permissions for your team.
- 30-day free trial
- No credit card required
- Cancel anytime
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.”
“FigsFlow helped solve the dilemma I always had about setting prices for my bookkeeping services.”
“Tax advisory is a complicated sector. FigsFlow simplified the pricing for this and improved my margins.”
Go Beyond the Proposal Text
See what works and what needs work!
