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Practice management joins FigsFlow on 7 OctoberFree until 28/02/2027
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Coming soon · in production

Get More Done with Ready‑to‑Use Templates

Proposal, engagement letter, pricing and AML templates. Download, brand, send. The library is being built now and will be live shortly.

  1. Scoped
  2. Building
  3. Review
  4. Live
Proposal template
Download · brand · send
ProposalEngagement letterPricingAML
REF · PR-0142
Proposal for services
{{client_name}}{{practice_name}}
{{annual_fee}}
Ready to send
What is landing here

Templates you download, brand and send the same day.

The documents every practice rewrites from scratch — ready to adapt to your wording and your letterhead.

Proposal templates

Scoped proposals ready to carry your services, fees and terms.

In production

Engagement letter templates

Letters of engagement to adapt to your practice and send for signature.

In production

Pricing templates

A starting structure for pricing your services consistently.

In production
Live now

Proposals in the platform

Build, price and send proposals inside FigsFlow today.

See proposals
Want it the day it lands?

Tell us what you need, and we will point you to it when it is live.

Or see how FigsFlow runs proposals, engagement letters and AML in one place today.

See it run on your own practice.

Screen-shared, using your services, your client mix and your deadlines. You will see where FigsFlow fits, and where it does not.

Design previews, not a shipped build — we will tell you on the call what is live today.

9:41
SignatureEngagement letter
Ready to sign
Engagement letter 20263 signatories · you are firstSign
Audit trailIP, device and timestamp recordedOn
Also waiting
Letter of representationDue 30/09Due
HomeDocsTasksChatProfile
9:41
Tasks3 open
Upload bank statementsVAT Q3 · due todayDue
Sign engagement letterOnboarding · due 05/09Sign
Approve VAT returnQ2 · due 07/09Review
Confirm payroll changesAugust · doneClosed
HomeDocsTasksChatProfile
9:41
Client portalRidgeline Foods Ltd
Upload Sign Pay Ask
Your services
Annual accountsYear end 31/03/2026Live
VAT returnsQuarterly · next 07/10Filed
PayrollMonthly · 14 employeesCurrent
Your team
Amara · ManagerUsually replies within a day
HomeDocsTasksChatProfile
9:41
DocumentsStored in your SharePoint
Recent
Bank statement — AugUploaded by camera · 2 MBSynced
Sales ledger Q3Shared by AmaraNew
Accounts 2025Signed 14/06/2025Final
Add a document
Scan with the cameraEdges cropped automatically
HomeDocsTasksChatProfile
9:41
MessagesAmara · Manager
This job
Re: VAT Q3Amara · 2 hours agoNew
Statement attachedYou · yesterday
Next deadline
VAT Q3 filing07/10/2026 · 15 daysSoon
HomeDocsTasksChatProfile

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