Industry-Specific Applications of Figsflow: Tailoring Proposals to Different Sectors

A proposal document being the backbone of client acquisition and retention, especially in the accounting and taxation world, is a no-brainer. Although accounting is coined as an umbrella term, there are various industry-specific services, such as property developers, landlords and property investors, construction, service accommodation, and many more to provide in the accounting industry. Figsflow emerges as a dynamic software that can tailor proposals and engagement letters specific to all these different sectors of the accounting and taxation world.

Why Are Proposals Important?

A proposal document consists of elements such as timelines, budgets, figures, graphs, clients’ testimonials and many more. It basically makes the first impression on a client.

Furthermore, proposals serve as a powerful tool that can cater to your business growth. The first benefit you can take with proposals is pitching your case to the client. You can explain the competitive advantage you have over your market competitors and why they should choose you over them. So, Figsflow makes your job of crafting winning proposals much easier and efficient.

With Figsflow, you can generate proposals that speak to your audience and give them clarity about your services and how your company works. Its customisability and dynamic value utilisation can help you create proposals according to your business needs and in no time at all.

How Can Figsflow Tailor Proposals to Different Sectors?

You can create industry-specific proposals with customisation options that can speak volumes for your business.

Here are some reasons why Figsflow can be the best software for that:

• Multiple Company Integration – You can add more than one company to your Figsflow account and create documentation as per your needs. For instance, if you have two companies, one specialising in construction and another specialising in serviced accommodation, you can create two different company accounts in Figsflow and craft proposals accordingly.
• Admin Settings – Settings specific to accounting, such as VAT, discount rates, charge-out rates, and more, can be customised and set up globally in the Admin Settings area, which is applicable for various industry-specific sectors. Also, you can create and edit values according to your documentation and company needs.
• Customisable Templates – Templates provide another level of customisability to Figsflow. You can create industry-specific templates, which will all be displayed in the Template Setup section of the software. Furthermore, you can choose templates according to the service to be provided in the Proposal Generation section. For instance, the proposal template for Property Traders and Property Developers can be different. With Figsflow, you can create proposal documents for both these services in just a matter of a few clicks.
• Digital Signature – Another important feature of Figsflow that is known to be helpful to the various sectors of the accounting industry is digital signature. After sending the proposals to the client, you can check the proposal approval status through the client’s signature, which is presented in the Proposal List section of the software. Clients who agree to go forward with your company will sign the proposal and have a green circle in front of their name. This feature helps to know the status of the proposal, which can be helpful to every industry.
• Integration with CRM – Figsflow can be integrated with different customer relationship management software such as HubSpot. This helps you and your company to communicate with your clients, which is another important part of customer acquisition and retention. You can create documents specific to your client through the Deal ID value present in the proposal generation section of Figsflow.

So, these features of Figsflow can help you create winning proposals specific to each sector of the accounting industry.

Conclusion

Proposals are documents that can make a great first impression among clients. Figsflow is an impressive and dynamic software that can help you make a mark in the industry and craft winning proposals. This can be a powerful tool to grow your company towards the path of success.

Figsflow’s global variable setup feature helps to reduce redundant tasks and save time. In addition, its customisation and integration features can make you and your team productive and efficient. With Figsflow by your side, you can create proposals for different sectors of the industry in a matter of minutes.