FigsFlow vs Proposify: Smarter Choice for Modern Service Firms

For accounting and professional services firms, selecting the proper proposal and engagement management software helps drive process efficiencies, ensures compliance, and reinforces client relationships.

FigsFlow and Proposify represent very different capabilities, but FigsFlow is more agile, open to integrations, and customisable for professionals in accounting and advisory practices. In this detailed breakdown, here are some key reasons why FigsFlow comes up better.

Quick Comparison Table: FigsFlow vs Proposify

In-Depth Comparison

Pricing and Plans

FigsFlow costs £10 a month for the Lite plan, with other plans at £24, £48, and £90 a month, therefore fitting into most business needs without additional seat costs. Proposify prices start at $35 a month per seat, scaling up or down depending on the size of your team, making it more costly with bigger teams or companies that may require more than one user.

Customisation and Flexibility

FigsFlow provides advanced customisation, with up to four plans, targeted specifically at accountants, tax consultants, and bookkeepers. It does allow flexibility in personalising engagement letters, proposals, and templates for specific needs within the professional services firms. Proposify has a predefined workflow structure and doesn’t offer flexibility in workflow adjustments or client-specific documentation for the mentioned services.

Template Library and Document Generation

FigsFlow provides over 120 pre-designed, professionally developed templates for engagement letters and proposals at no extra cost, so your users can have what they need without having to pay more. Proposify has a limited library of templates, with no particular LOE templates set up and ready to go for professional firms. FigsFlow further streamlines this with automated LOE selection, which caters to many different types of clients based on their regulatory standards, such as CIOT and ACCA.

Roles, Permissions, and User Management

FigsFlow is equipped with an advanced role management system whereby firms can define specific user roles, granular permissions, and access control that will be perfect for firms with complex internal structures. In Proposify, user management is highly limited. Its predefined permission templates are not allowing the same level of customisation supported by FigsFlow, hence potential security and workflow issues.

Proposal and Sub-Service Generation

With FigsFlow, users can establish and manage the main services and all the sub-services of each within proposals, hence enabling users to detail their services and price accordingly as they see fit for clients. This is not possible in Proposify, where the user is forced into an inflexible format for a proposal, probably not representative of the range of services that professional firms might provide.

Integration and Export Options

This ensures that all data captured about clients comes directly from official records, as well as providing seamless onboarding and accuracy. FigsFlow allows setting export options tailored to user preference, allowing users to choose what columns of data appear on exports to improve the reporting and analysis that happens.

This is in contrast to Proposify, which requires additional integrations beyond itself-such as Pandadoc-to unlock much of this export functionality natively, while also not supporting native Companies House data capture.

Conclusion

FigsFlow thus outsmarts Proposify at providing a solution tailored to the needs of accounting, tax advisory, and professional services firms. This makes FigsFlow more affordable with flexible pricing, deeper document generation, role management, and integrations that make it much stronger for firms looking for speed and customisation in a proposal and engagement management tool.