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.
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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.
Export Proposals by Status
Easily filter proposals by their status (Draft, Live, Won, Lost) and export them to track your progress.
Export Proposals by Custom Date
Export the proposals, specifying the desired date range for accurate analysis and recordkeeping.
Customised Export Settings
To tailor your export data, select specific fields such as Proposal ID, Entity or Signature.
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.
| No. | Without FigsFlow | With FigsFlow |
|---|---|---|
| 01 | Manual tracking of proposals and client interactions. | Centralised tracking of proposals and signatories. |
| 02 | Time-consuming report creation. | Effortless reporting and sharing of insights. |
| 03 | Fragmented proposal data. | Streamlined collaboration and data-driven decision-making. |
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Hear What Others Have to Say
Take a look at the real ways accountants, bookkeepers and tax advisers have achieved faster growth, streamlined workflows and elevated profits with FigsFlow.
Bibek P.
FigsFlow changed how we produce our engagement letters and proposals. It is easy to setup and use - has pre-built templates for ACCA. The good think we like about the software is that it is easier to edit and make changes in each proposal and engagement letter as per client needs.
Another feature that was really helpful was when sending proposal for multiple inviduals and companies, it generates one proposal but multiple engagement letter to each entity and person as required by ACCA. This saved lots of time for single proposal for same family members and group companies.
Ron B.
Ability to edit each proposal and enagement letter is the best feature. We have templates, but each client want something to change which can be done instantly in FigsFlow.
Madela Sanjose
Figsflow blogs have become a trusted source of information for me as an accountant, especially when it comes to Making Tax Digital. Their full MTD guide breaks down digital record-keeping, quarterly reporting, and software compliance in a way that actually makes sense, making the whole preparation for transition doable for both me and my clients. I also like their broader topics, automation, onboarding tips, and HMRC updates which support the day-to-day work I do.
Lovela Scantte
As an accountant I’ve tried many onboarding tools, but FigsFlow is the best. It generates compliant proposals in under a minute and creates customisable engagement letters, transforming our workflow. Pre-loaded templates (meeting the standards of ACCA, ICAEW, CIOT, etc.) support compliance and save hours.
FigsFlow is a profit booster. Highly recommended. Try the free 30-day trial: you won’t regret it.
Leonard Duncan
Loving the experience so far..... The nice feature is that each Proposal or Engagement letter can be customised different from the template, making few client specific changes.
In the morning at my firm, I quickly list all my engagement letters in draft and send them one by one, after fine tuning them.
Bdodge Malik
Perfect for saving time and staying organized!
The software is super easy to use—customizing templates, sending documents, and getting client approvals all happen in no time. It’s professional, efficient, and takes the hassle out of managing client interactions. Perfect for saving time and staying organized!
Go Beyond the Proposal Text
See what works and what needs work!
