Proposals
Proposal and Engagement Letter Software for Accountants
Winning a new client should not mean copying fees into Word, chasing signatures by email and losing track of who has replied. Remindoo turns an enquiry into a priced, branded letter of engagement in three steps, sends it for e-signature, and shows you every proposal in a list or pipeline until it is signed. This guide walks through every part of the Proposals module with real product screenshots.
Built for UK accountants, bookkeepers and growing accountancy practices.
In practice
How it works
For most UK practices, the gap between "send me a quote" and a signed letter of engagement is where new clients are lost. Fees are copied into Word by hand, versions multiply and nobody is sure who has replied. Remindoo's proposal and engagement letter software for accountants closes that gap. You price the work from your own services catalogue, with turnover-based brackets, pricing variables and tiered packages. Remindoo merges the client's details and the pricing table into your letter of engagement template and sends it with a covering email for online e-signature. Every proposal then sits in a list with status tabs (Draft, Sent, Signed, Declined and Archived) and in a Kanban pipeline that shows the count and total value of each stage. You can see at a glance how much fee income is waiting for a signature. Automation rules follow up sent proposals and act on signed ones, so chasing never depends on memory. Consistent pricing protects margins, a single signed document records the agreed scope and fees, and a visible pipeline helps partners plan capacity for the next year end. The chapters below cover each step.
Complete guide to proposals in Remindoo
- 01
The proposals list and statuses
Status tabs, proposal values and bulk actions.
Remindoo proposals list for an accounting firm with status tabs, lead names, pricing, created by and sent date columns - 02
Search, columns and filters
Search by lead, customise columns and save filters.
Global search results showing a draft proposal for a sample dental practice lead - 03
Kanban pipeline view
See proposal counts and fee values by stage.
Proposal kanban board with Draft, Declined, Archived and Sent columns and proposal cards showing fees and lead names - 04
Proposal and engagement letter templates
Reusable templates, merge fields and signatures.
Document templates dialog listing letter of engagement templates for sole traders, limited companies and landlords - 05
Create a new proposal
Lead information, pricing and email in three steps.
Create new proposal form for a new lead with template, lead name, email, mobile and custom fields - 06
From lead to proposal
Carry lead details straight into the proposal.
Lead quick view for a sample architects LLP with the Create Proposal button - 07
Proposal pricing
Turnover brackets, packages, discounts and VAT.
Proposal product picker with client type categories, services and added items with quantities and total - 08
Services catalogue and pricing rules
Services, ranges, variables and tiered packages.
Proposal settings categories list with client types and product and package counts - 09
Personalised proposal documents and PDF
Personalised letters, service breakdowns and PDF.
Personalised letter of engagement prepared for a sample dental practice - 10
Send proposals by email
Email templates, BCC, attachments and preview.
Send email to lead step with from address, email template, recipient, subject, BCC and email body explaining how to sign - 11
Client view and e-signature
Client review and online signatures.
Client view of a shared letter of engagement with page thumbnails - 12
Track and manage proposals
Proposal details, status and quick actions.
Proposal quick view showing status, lead, pricing and dates with preview, edit, archive and delete buttons - 13
Proposal automation and follow-up
Status rules, wait times and visual chasers.
Proposal automation rules for declined, sent and signed proposals with wait times, actions, templates and recipients - 14
Proposal filters (existing page)
Multiple conditions and removable filter chips.
Filter proposals dialog with a status filter for Draft and Sent and a lead name condition - 15
Proposals dashboard and reporting
Acceptance rate and signed proposal reporting.
Sent and Signed kanban columns with proposal counts and total values - 16
Guide: How accountants create, price and chase proposals
A ten-step proposal process for UK practices.
Tiered accounting packages Essential, Growth and Premium with monthly prices and included services
All proposals with live status counts
Status tabs for All, Declined, Sent, Signed, Archived and Draft show how many proposals sit in each stage. Every row shows the proposal name, lead name, status, pricing, created by, sent by, creation date and sent date. Sort by name, lead, pricing or date.
What you can see
- Status tabs with counts: All 91, Declined 0, Sent 37, Signed 33, Archived 0, Draft 21.
- Columns: Proposal Name, Lead name, Status, Pricing, Created by, Sent by, Creation Date, Sent Date.
- Sample drafts for Fenwick & Shaw Architects LLP, Kestrel Logistics Ltd and Oakridge Dental Practice Ltd.
- New Proposal, Document Templates and Show Kanban View buttons.
- Search Proposal Here box, column and filter icons, and "Showing 91 of 91 proposals".
Why it matters: Every proposal, with its value and owner, is in one sortable list.
Draft to signed, column by column
Each column shows the proposals in that status with the number of proposals and their combined value. Cards show the proposal name, value, status and lead. Drop zones make it clear where a card can move.
What you can see
- Columns for Draft, Declined, Archived and Sent.
- Draft header shows 21 · £19,232.
- Cards show proposal name, value, status badge and lead.
- Empty columns show "Drop proposals here".
- Show Table View and settings (gear) buttons.
Why it matters: Pipeline value by stage, with no report to run.
Good, better, best packages
Offer packages side by side with a Recommended badge, monthly price and a clear list of what each package includes, so clients can choose the level of service that suits them.
What you can see
- Package Preview with a Monthly selector.
- Essential £95/month, Growth £175/month (Recommended), Premium £295/month.
- Offer lines such as "Most popular for trading companies".
- A Select button on each package.
- All Services ticked or crossed: Year-end accounts & CT600, Confirmation statement, Quarterly VAT returns (MTD), Payroll & RTI (up to 10 staff), Monthly management accounts.
Why it matters: Clients compare service levels side by side and choose for themselves.
Manage the complete proposal process in one place
- Lead
- Template
- Services and pricing
- Preview
- Send
- Pipeline
- Signature
- Onboarding
- Select an existing lead or create a new lead.
- Import company information where available.
- Select a reusable engagement-letter template.
- Add lead and contact information.
- Configure services, packages and pricing.
- Preview the completed proposal.
- Send it to the prospective client.
- Track its progress through the proposal pipeline.
- Capture the client’s electronic signature.
- Continue the lead-to-client journey.
Create proposals for existing or new leads
Create a proposal for an existing lead, or enter a new lead as you go. Choose an engagement-letter template, enter the proposal name, lead information, email addresses and contact details, and import company information directly from Companies House. The builder moves through Lead Information, Pricing and Send Email stages, so details are entered once and sales flows straight into onboarding.
Lead managementTrack every proposal through a visual pipeline
Table and Kanban views
Proposals move through five statuses: Draft, Sent, Signed, Declined and Archived. The Kanban view shows the proposal count and total value in each stage. Cards show name, lead, price and status, can be customised, and open straight into the proposal. Partners can see outstanding opportunities, signed work and pipeline value without building a report.
Search, filter and organise proposals
- Search proposals and sort columns
- Advanced filters, including by status
- Select multiple proposals
- Show or hide table columns
- See who created and sent each proposal
- View creation and sent dates
Build professional engagement letters and proposals
The drag-and-drop document builder turns your engagement letter into a reusable template, so every proposal is consistent and on brand.
- Text blocks, headings, images and logos
- Signature, initial and text input fields
- Date pickers, checkboxes and radio buttons
- Pricing tables and service packages
- Headers, footers and A4 pages
- Page breaks, page reordering and multipage documents
- Preview before sending
Automatically insert lead and company information
Merge variables fill in the lead name, company name, email address, client or lead address, your practice address and the document creation date. This removes copying between systems and reduces typing mistakes in client-facing documents.
Create a reusable products and services catalogue
- Create reusable products and services with descriptions
- Assign products to categories and business categories
- Set products as active or inactive
- Monthly or yearly pricing frequencies
- Duplicate, edit or delete products
- Search the catalogue
Automated proposal pricing for accountants
Pricing is one of the most time-consuming parts of a proposal. Remindoo lets you set pricing rules once and reuse them in every proposal, so fees stay consistent whoever prepares them.
- Reusable pricing variables
- Range and bracket-based pricing
- Pricing based on configured business measurements
- Monthly and yearly fees
- Quantities and fixed discounts
- Totals excluding VAT, VAT and totals including VAT
- Reusable pricing tables
Example: a firm could use pricing brackets to calculate fees according to turnover, payroll size, transaction volume or another configured pricing variable.
Organise services with categories
Create named categories with descriptions, organise products and packages within them, see how many of each belong to a category and maintain category-specific offerings. Firms can separate services for different client types, industries or requirements.
Service categoriesBuild single and grouped service packages
Create single or grouped packages with a name, pricing frequency, category and price, then add them to proposal documents as reusable combinations of services.
Examples you might build (not supplied as defaults): bookkeeping, payroll, year-end accounts, company accounts and tax, startup accounting, and advisory packages.
Present transparent pricing tables
Pricing tables can show product or service, fee or monthly price, quantity, total fee, fixed discount, total excluding VAT, VAT and total including VAT. Clients see exactly what they pay for, and your team avoids spreadsheet calculations.
Send proposals and engagement letters electronically
Select recipients, use an email template, add a subject and message, attach the proposal document and add BCC recipients where supported. Sending details are recorded against the proposal for an audit trail.
Email templatesCapture electronic signatures
Signature, initial and date fields, together with interactive form controls, let clients accept engagement documents online. Once signed, a copy of the signed proposal is sent to each party, so the move from proposal to onboarding is quicker.
Electronic signaturesAutomate proposal workflows by status
Configure status-based rules that create tasks or send emails when a proposal reaches a chosen status.
- Create rules based on proposal status or conditions
- Create tasks or send emails as the rule's action
- Time actions before or after a selected period
- Add associated templates or rule details
- Select the responsible person or recipient
- Activate, deactivate and edit rules
- A rule runs when a proposal enters the selected status, not repeatedly while it stays there
- It can run again if the proposal leaves and re-enters the status
- A scheduled action is cancelled if the proposal no longer meets the status
See proposal details and activity information
Each proposal record shows its name, lead, price, current status, who created and sent it, creation and sent dates and a preview, with controlled deletion where permitted, giving the practice clear accountability.
From lead to signed engagement
Lead captured → proposal created → services and pricing selected → engagement letter generated → document sent → signature captured online with a copy sent to each party → the lead becomes a draft client → you pick the draft, update the details that are required and it becomes a full client ready for onboarding.
Why accountants use Remindoo for proposals
Prepare proposals faster
Start from a template and a lead that already holds the details.
Standardise engagement documents
Every letter uses the same approved layout and wording.
Maintain consistent pricing
Shared pricing variables and brackets apply the same rules firm-wide.
Reduce manual calculations
Quantities, discounts and VAT totals are calculated in the table.
Package services clearly
Single and grouped packages show clients what they are buying.
Track proposal value
Kanban stages show the total value waiting at each step.
Improve pipeline visibility
See Draft, Sent, Signed, Declined and Archived at a glance.
Capture signatures digitally
Signature, initial and date fields replace printing and scanning.
Automate status-based processes
Rules run when a proposal enters a chosen status.
Keep proposals connected with leads
Proposals sit in the lead workspace, not a separate tool.
Detailed proposal features
Proposal templates
Reusable drag-and-drop engagement letter and proposal documents.
Products and services catalogue
Reusable services with descriptions, categories and pricing frequency.
Service categories
Organise products and packages by client type or service line.
Electronic signatures
Signature, initial and date fields for digital acceptance.
Proposal filters
Search, sort and filter every proposal and engagement.
Import lead and proposal history
Bring existing proposal history into Remindoo.
Engagement letter software
Engagement letters for UK practices.
Control Proposal Creation and Sending
Managing proposals, sending proposals and administering document templates are separate permissions that can be given to different roles.
Explore Roles & PermissionsProposal Outcome Notifications
Supported in-app and email alerts can tell you when a proposal is signed or declined.
Explore Practice ControlsAutomated Proposal Follow-Up
Proposal rules run actions immediately or days before or after a proposal reaches a status.
Explore accounting workflow automationExplore connected practice reporting
Frequently asked questions
It is software that builds a priced proposal or letter of engagement from your service catalogue, sends it to the prospect for e-signature and tracks it until it is signed. In Remindoo each proposal has a status, a value, a lead, the person who created it and the person who sent it.
Yes. Your engagement letter template and the pricing table sit in the same document, so the client reviews the fees and terms and signs in one place.
Add services from your catalogue. Prices can be fixed, based on a turnover range, or adjusted by pricing variables. You can change quantities, add a fixed or percentage discount and apply VAT before sending.
Yes. The client opens a secure link and signs by drawing, typing or uploading a signature.
Yes. Proposal automation rules run when a proposal enters a status, such as Sent, and after a wait you set they can send an email template to the people you choose or change the status.
Yes. Build engagement letters and proposals from reusable templates in the document builder.
Yes. Templates support text, headings, images, logos, pricing tables, packages, signature fields and multipage A4 layouts.
Yes. Add signature, initial and date fields for the client to complete online. Once signed, a copy of the signed proposal is sent to each party.
Yes. Build single or grouped packages with a name, category, pricing frequency and price.
Yes. Pricing tables show totals excluding VAT, VAT and totals including VAT.
Yes. Reusable pricing variables support range and bracket-based pricing.
Yes. Products and packages can use monthly or yearly pricing frequencies.
Yes. Proposals move through Draft, Sent, Signed, Declined and Archived statuses.
Yes, alongside a table view. Each Kanban stage shows its proposal count and total value.
Yes. Merge variables insert details such as lead name, company name, email, addresses and the document date.
Yes. Configure status-based rules that create tasks or send emails when a proposal reaches a chosen status, timed before or after a selected period.
Yes. Select an existing lead or create one while building the proposal.
Yes. Company information can be imported from Companies House while entering the lead, so details are entered once.
A signed proposal turns the lead into a draft client. You pick the draft, update any details that are required, and it becomes a full client record ready for onboarding.
Yes. Each Kanban stage shows total proposal value.
Yes. The pricing table and your letter of engagement sit in one document that the client reviews and signs.
Yes. The Kanban view shows the count and total value for each status, including Sent.
Continue the Proposals guide
Create Better Proposals with Remindoo
Manage templates, services, pricing, engagement letters, signatures and proposal workflows within one connected system.
Book a personalised demonstration based on your firm’s own process.
See it in action
Why tracking leads and proposals matters
Every enquiry a practice fails to follow up is lost fee income. A clear pipeline shows which prospects need a reply, a proposal or a follow-up.
Faster replies
Prospects often contact more than one firm, so the firm that replies first and clearly has an advantage.
Consistent proposals
Templates and a services catalogue keep scope and pricing consistent whoever writes the proposal.
Signed terms from day one
E-signed engagement letters confirm scope and responsibilities before work begins.
No re-keying
Converting a won lead into a client keeps the details you already collected.
Practical tips from UK practice
- Reply to every new enquiry within one working day.
- Use lead statuses that match your real sales stages, and review them weekly.
- Send the engagement letter with the proposal so the client signs once.
- Record why lost leads were lost, to improve pricing and messaging.
Related Remindoo features
Written and reviewed by Annie, Product Lead at Remindoo. Guidance is general; check current GOV.UK and professional body guidance for your firm.
What UK practices say about Remindoo
Read all reviews on Trustpilot“With Remindoo, everything from the first enquiry to onboarding and ongoing client management is tracked in one place… It saves us hours and gives me, as a practice owner, complete visibility of where the firm stands.”
“The biggest benefit is having clients, tasks, deadlines, workflows, proposals and communication all organised in one place.”
“During my trial, the team were absolutely amazing. They helped onboard my clients, set up my settings and made sure everything was ready for me to use… they made the whole process completely stress-free.”
“It brings client information, tasks, recurring deadlines, workflows and reminders together in one place, giving us much better visibility across the team.”
