To manage a large-scale proposal project, you need two things: a proposal template that works across your full range of services, and a system that can replicate it and personalise each copy to the client in front of you. Get that right, and sending fifty proposals takes about as long as sending one.
In theory, it’s great. But the execution is where it breaks.Â
The proposal has to look professional and win the work, stay templated yet read as if written for that one client. Then the engagement letter follows, carrying a stack of legal clauses. Miss one, and the protection you thought you had is gone.
FigsFlow solves exactly that. Five things make running a large-scale proposal project feel like almost nothing:
- Professional, client-winning proposals generated in under a minute
- An advanced pricing calculator you configure once, so every quote stays consistent
- Legally binding e-signature with a secure client portal built in
- Engagement letters you can send straight, and in bulk
- Coming soon, FigsFlow embedded directly into your website
Let’s go through each.
What Is a Large-Scale Proposal Project?
A large-scale proposal project is any period where your firm must issue proposals and engagement letters to dozens of clients simultaneously.
These projects rarely arrive in a steady, predictable stream. Instead, they cluster around specific industry triggers:
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Seasonal Spikes: The post-January 31st Self Assessment rush or the start of a new tax year naturally unleashes a wave of backlogged prospects.
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Firm Growth: A successful marketing campaign lands twenty enquiries in a fortnight, or you acquire another firm’s client book and inherit dozens of accounts to re-paper overnight.
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Regulatory Shifts: The ongoing MTD for ITSA rollout forces entire cohorts of sole traders and landlords into digital record-keeping and quarterly filing at the exact same time.
When handled manually, the administrative cost multiplies fast. Every single client requires a fresh document to be drafted, priced, formatted, checked for compliance, emailed, and chased. One client is easy. Fifty in two weeks by hand is a bottleneck.
When your onboarding process relies on manual admin, your firm’s growth is strictly capped by the number of hours you have to copy and paste.
4 Ways FigsFlow Helps You Manage Large-Scale Proposal Projects
Every clustered onboarding event tests the same thing: whether your system scales, or your hours do.
FigsFlow is built so the system carries it. It runs the full cycle, proposal, pricing, signature, and engagement letter, so the work that used to repeat with every client is set up once and reused.
These four features are where that pays off when the volume hits.
Send Professional, Client-Winning Proposals in Under a Minute
At volume, the proposal is where firms lose the most time. FigsFlow turns it into seconds. Every proposal is built from templates that have been A/B tested against real UK clients, so you start from a version that already converts.
The library ships with 140+ ready-built services across accounting, tax, and advisory work. Pick the services and the proposal auto-populates with the client’s details, scope, fees, and your terms. You personalise what is specific to that client and send. The master template stays untouched, so the next proposal starts clean.
Offering something the library does not cover? You have three routes:
- Modify an existing template to fit the new service
- Build and save your own for reuse
- Let FigsFlow AI draft the service description and schedule
The result is the same every time. Templated for speed, personalised for the client, professional enough to win the work. Done in seconds, not the hour it used to take.
Price Consistently With the Embedded Advanced Pricing Calculator
At volume, manual quoting is where margins leak. Spreadsheets drift, sit on one person’s desktop, and numbers get mistyped. Fifty quotes later, your team charges different fees for identical work and profit walks out the door.
The Advanced Pricing Calculator closes that gap. You configure your pricing logic in a visual builder once, and every proposal then prices itself from client-specific inputs.
Six parameter types cover almost any service structure:
- Number and Text: raw transaction volumes or free-entry client details
- Options List: predefined selections or service tiers
- Tiered Pricing: flat-fee value bands by client size
- Volume-Based and Graduated Rates: per-unit scaling and tax-bracket style calculations
A real-time preview shows the exact client-facing quote before anything goes out. Every proposal calculates instantly and identically, whoever generates it. New staff quote the right fee on day one without opening a spreadsheet, and you give a precise number while the client is still on the phone.
Close Faster With Legally Binding E-Signature Built In
High-volume proposal projects usually come with a high volume of administrative chasing. FigsFlow removes that friction by embedding secure, legally binding e-signatures into the heart of the client portal.
Instead of sending disjointed documents, you deliver the proposal alongside the engagement letter (LOE) as one seamless digital package:
- The Workflow: The client receives an automated email with a secure link.
- The Experience: Clicking it drops them straight into their private client portal to preview the terms.
- The Close: They sign digitally on the spot, instantly locking in the agreement.
A clean, professional signing environment removes the endless back-and-forth emails that kill momentum when you scale, and it signals to a new client that your firm runs on proper systems.
Visibility stays with you throughout. Every document shows as sent, viewed, or signed, so you chase only the ones that need it. And the moment a letter is signed, a draft invoice is created in Xero or QuickBooks, ready for payment. The close completes itself.
Skip the Proposal & Send Engagement Letters Straight, in Bulk
Sometimes you don’t need a full marketing pitch. You need compliant paperwork out to a batch of clients at once. Re-papering an acquired client book, or re-engaging a group of clients on the same service and terms, is exactly what FigsFlow’s Bulk LOE feature is built for.
You select the clients, pick the shared service, and generate every engagement letter in one action. Edit the content once and it applies across the whole batch. Each letter is still addressed to its own client, and you can adjust individual details such as the primary contact, the engagement date, and signatories before it goes out.
- Full Protection: Each letter carries your full terms, schedule of services, and privacy notice, built to your professional body’s standard, whether ICAEW, ACCA, or CIOT. The same vetted clauses reach every client, so nothing slips across the batch.
- One Action, Individual Letters: You send the batch live in a few clicks. Each client gets their own secure link and signs their own letter electronically.
When a client signs, the next step runs on its own. A draft invoice is raised in Xero or QuickBooks, and the client moves into the AML and Risk Assessment module, ready for verification. Whether it is 3 clients or 50, the batch goes out, signed and moving into compliance, in the time it used to take to draft a single letter.
Coming Soon: Embed FigsFlow Into Your Website
Every way above still starts with you. You pick the client, generate the document, send it. The next release removes even that step for inbound clients.
Soon you will be able to embed FigsFlow directly into your own website. A prospect lands on your site, selects the service they want, and an engagement letter generates on the spot, personalised to what they chose and priced by your own calculator. They sign and pay in the same flow, without a single email leaving your office.
For a large-scale proposal project, that shifts the maths. Your website becomes the onboarding engine, and the batch you used to chase signs itself.
Conclusion
Managing a large-scale proposal project comes down to doing the work once and letting the system repeat it. Build the template, set the pricing, send for signature, or skip straight to engagement letters in bulk.
Keep onboarding by hand and your growth stays capped by the hours you can spare. Put a system behind it and the batch that used to swallow a week clears in an afternoon.
The question is not whether you can win fifty clients at once. It is whether your onboarding can keep up when you do.
