A lot of you have been asking recently how FigsFlow compares to your current system. It’s a fair question and we want to answer it properly.
Here’s the honest answer first. You use dozens, if not hundreds, of tools across your practice. A single blog post cannot compare FigsFlow to all of them. But most systems have a lot in common, and what we can do is show you exactly what FigsFlow does differently and why it matters for your proposals, your engagement letters, and ultimately your ability to win and retain clients.
We’ll keep it as short as possible. Let’s start with the most basics.
Most Systems Let You Send a Document. FigsFlow Builds the Whole Process.
Think about how your current system actually works when a new prospect comes in. Your proposal lives in a Word template somewhere. Your pricing gets worked out separately, in your head, on a spreadsheet, or in a calculator you built yourself years ago. Your engagement letter is a different document entirely. And your signature process is either a separate e-signature tool, a printed form, or an email chain that eventually resolves itself when the client gets around to it.
None of these pieces talk to each other. You are the one connecting them every single time, manually, for every single client.
FigsFlow is built as one connected workflow. Proposal, pricing, engagement letter, and e-signature all sit inside the same platform and move together. You configure the service once for that client, and everything generates from that single point. No stitching. No switching between tabs. No wondering whether the engagement letter you sent matches the proposal the client already signed.
That is the foundational difference. And everything else builds from there.
Your Pricing Is Probably an Estimate. FigsFlow Makes It Exact.
Most systems, whether that is a Word template, a basic proposal tool, or a spreadsheet, rely on you to input a number you have decided somewhere else. The pricing logic lives in your head and gets pasted in manually. Which means it is, at best, a well-informed estimate.
FigsFlow’s advanced pricing calculator works out the fee automatically in under a second based on actual inputs.
- Transaction volume,
- quarters behind,
- income sources,
- applicable tax standard,
- complexity of the engagement.
It updates in real time as you configure the service. Catch-up fees for clients whose records are behind are pre-configured and already built into the proposal before anything goes out. You are not adding them as an afterthought. They are part of the document from the start.
The number in your proposal is not an estimate. It is a calculated, defensible figure you can stand behind if a client questions it.
And when a prospect sees pricing that is clearly structured and fully explained rather than a round number that appeared from nowhere, it tells them something about how you operate before the engagement has even begun.
You Choose What to Send. FigsFlow Makes Sure It Is Always Right.
This is something most systems do not give you. With FigsFlow, you are not locked into sending a fixed set of documents every time. You choose what each client situation actually requires.
Some clients need a full proposal with pricing and an engagement letter together. Some are existing clients who simply need a new engagement letter for an additional service. Some are prospects at an earlier stage who need to see the proposal first before anything formal goes out. FigsFlow handles all three. You can send the proposal only, the engagement letter only, or both together in a single send, depending on where the client is in the process and what makes sense for that relationship.
This matters more than it sounds. Sending a full engagement letter to a prospect who has not yet agreed to your fees is a friction point that kills momentum. Sending just a proposal to an existing client who already knows your firm and simply needs to formalise a new service is unnecessary admin for both sides. Having the flexibility to match the document to the moment is how professional firms operate. FigsFlow builds that flexibility in by default.
Most Systems Send a Document. FigsFlow Sends an Experience.
What your prospect receives from your current system is probably a PDF attached to an email. They download it, scroll through it, try to understand the pricing, and then work out how to sign and return it. Multiple steps. Multiple moments where they can lose interest, get distracted, or decide the whole thing feels like more effort than it is worth.
What a prospect receives from FigsFlow is a clean, professional branded email with their name and their proposal ID on it. One button takes them to their secure portal. Everything is there waiting for them. The proposal, the engagement letter if included, the full fee breakdown, every service named, VAT and gross total visible in plain figures. They can preview everything before committing to anything. Nothing is hidden and nothing needs decoding.
When they are ready to sign, they draw, type, or upload their signature from whatever device they are on. Phone, tablet, laptop. No printing. No scanning. No follow up email from you asking if they received it.
On your end, you can see in real time exactly who has viewed the document and who has signed, through the signatory initials icon in the platform. You know where things stand without sending a single chasing message.
The difference between a PDF attachment and a client portal is the difference between a transaction and a first impression.
What This Looks Like Side by Side
A new prospect just had a great discovery call with you. Here is what happens next in both scenarios.
With your current system, you open a Word template, update the client name and service details, work out the pricing manually, format everything into a PDF, write a covering email, and send it. A day or two later, once you have had time to prepare it, the engagement letter follows as a separate email with a separate attachment. The client has to sign both, return both, and hope they come back to you before the momentum from the call wears off.
With FigsFlow, you import the client, configure their service package, and the pricing calculates automatically. You choose whether to send the proposal only, the engagement letter only, or both together depending on what this client needs right now. You preview everything in one panel, make any adjustments, and send it live in minutes. The client receives one professional email, clicks through to their portal, and signs from their phone that evening.
One scenario ends with you waiting. The other ends with a signed client.
That is what is different about FigsFlow. And that is what most systems have in common that FigsFlow simply does not.
Conclusion
We said we would keep this short and show you what is different. The difference is not one feature. It is that FigsFlow treats your proposals and engagement letters as a connected, professional, client facing process rather than a set of documents to be assembled separately and hoped across the finish line.
Your current system probably does a lot of things well. This is just the part it is most likely missing.
