Top 5 Proposal Solutions for Bookkeepers
As a bookkeeper, your job is all about keeping your clients’ finances organised. But wasting hours on old-school ways to write up proposals and list out what you will do for them isn’t exactly why you love this work.
You would rather be knee-deep in spreadsheets, sorting out numbers and helping your clients stay on track. So, it is time to ditch the hassle and find a better way to handle the boring stuff.
We have compiled a list of the top five proposal solutions for bookkeepers in 2025. We have broken down the features, pricing, and pros and cons of each so you can find the best fit without wasting time testing them out.
Proposal Solutions at a Glance
| Proposal Software | Standout Feature | Integrations | Starting Price per Month (as of Feb 2025) |
|---|---|---|---|
| FigsFlow | Automates engagement letters, multiple workspaces, allows e-signatures | HubSpot, advanced role management and detailed client data capture | £10 (~approx. $12.50) with a 30-day free trial |
| Qwilr | Interactive proposals with tracking and analytics | CRM tools, payment processors, and team collaboration tools | $35/user (Business plan) with a 14-day free trial |
| Proposify | Editable proposals with PDF downloads, e-signatures | Integrates with sales automation tools and CRMs | $19 (Basic for 2 users), $41 (Team plan), $65 (Business plan) |
| FreshBooks | Invoice conversion with e-signatures and collaboration tools | CRM tools, invoicing and payment processors | $7.60 (Lite), $13.20 (Plus), $24 (Premium) |
| HoneyBook | Project management with scheduling and invoicing | Zoom, QuickBooks, Zapier, email and calendar integrations | $29 (Starter), $49 (Essentials for 2 users), $109 (Premium for teams) |
FigsFlow: Best for Strengthening Client Trust
FigsFlow is a powerful proposal software tool for bookkeepers that boosts client engagement and proposal creation.
It offers a wide range of customisable templates, flexible pricing and the ability to manage multiple firms or workspaces. The platform also includes advanced role management, integration with HubSpot and detailed client data capture, making workflows smoother. It allows digital signatures on documents for faster transactions. With an easy-to-use dashboard and step-by-step onboarding, FigsFlow is simple and efficient.
Pricing starts at just £10 a month and a 30-day free trial is available. Users can try it out before committing.
Qwilr: Best for Firms with Sales Teams
Qwilr is a great tool for sales teams in bookkeeping, built to make collaboration and tracking proposals easier.
It offers web-based proposals that replace old PDFs and lets you add interactive elements like spreadsheets, videos and calculators. You can also use templates to keep things consistent across the team. Qwilr makes it easy to share agreements, track how proposals are performing with real-time analytics and handle eSignatures and payments for smoother transactions.
The Business plan starts at $35 per user per month with a 14-day free trial, while the Enterprise plan, with extra features, costs $59 per user per month.
Proposify: Best for Small Teams
Proposify is ideal for small bookkeeping teams without dedicated sales reps, offering visually appealing, on-brand proposals that can be signed electronically or downloaded as PDFs for traditional clients.
Key features are embedding images and videos, easy PDF downloads and customisable templates to speed up proposal creation.
Its pricing includes a Basic plan at $19/month for up to two users, a Team plan at $41 per month and a Business plan at $65 per month for larger teams with advanced integrations and workflows.
FreshBooks: Best for New Bookkeepers
FreshBooks is an ideal proposal solution for bookkeepers new to the field. It offers proposal features perfect for individuals or small teams.
Its standout features are customisable proposals with images and attachments, in-app commenting for better collaboration, approval and eSignature for faster deal closures and the ability to convert proposals into invoices.
Pricing starts at $7.60 per month for the Lite plan with options for additional features and users in the Plus ($13.20 per month) and Premium ($24 per month) plans, while enterprise solutions are available through custom pricing.
HoneyBook: Best for Independent Bookkeepers
HoneyBook is an all-in-one platform built for solopreneurs, providing a cost-effective solution for independent bookkeepers. It consolidates scheduling, invoicing and meeting bookings into one tool, saving time and money.
Key features are automated project management, integrations with Zoom, Zapier, QuickBooks and email, helping independents stay organised and productive.
Pricing starts at $29 per month for the Starter plan, with the Essentials plan at $49 per month for two users and the Premium plan at $109 per month for teams, all with annual billing options and a free trial.
Conclusion
When it comes to choosing proposal software, the right fit for you will depend on factors like the services you offer, the size of your team and your budget.
Each software tool comes with its own set of features, and while some may offer extensive functionality, you might find that many of these features are not necessary for your particular needs. For instance, a small firm might not need the advanced features of a larger organisation, and using an overly complex tool could just add unnecessary costs.
Frequently Asked Questions
The best proposal software for bookkeepers depends on your needs. For streamlining client engagement, FigsFlow is a top choice with customisable templates and client data management.
Creating proposals for bookkeeping services is easy with proposal solutions like FigsFlow, Qwilr or Proposify. These platforms offer templates to make the process faster and more professional.
Many proposal solutions for bookkeepers offer eSignature features, including FigsFlow, Qwilr, Proposify and FreshBooks. These platforms allow you to easily send proposals for signing.
Karan
Karan Poudel is an experienced finance professional with nearly half a decade of experience in writing, editing and research in accounting and finance. He is able to simplify and clarify complex financial topics for ease of understanding.