Proposals
Proposal and Engagement Letter Templates
Set up your letter of engagement once and reuse it for every new client. Remindoo's Document Builder lets you design branded templates with merge fields, pricing tables and signature fields.
Built for UK accountants, bookkeepers and growing accountancy practices.
In practice
How it works
A letter of engagement sets out the scope of work, responsibilities and fees, so it should be consistent across every client. Remindoo's engagement letter software lets you build it once and reuse it. Document Templates opens from the Proposals page and lists your templates, for example LOE – Sole Trader, LOE – Limited Company and LOE – Landlord, with edit, delete and Create New Template buttons. The Templates library shows them in grid or list view with a page preview, last-updated date and a Submitted status, plus search and a filter. Document Builder Pro is the editor. You drag Text Elements (Text Block, Heading, Image), Form Elements (Signature, Initials, Text Field, Date Picker, Checkbox, Radio Buttons) and Business Elements (Pricing Table and Packages) onto A4 pages. Header & Footer applies your branding, and Preview shows the finished document. Merge fields such as [Lead.lead_name] and [Lead.lead_email] fill in client details automatically. The Variables panel lists every system variable in the template, shows where each is used and flags any undefined variable. Separate templates per client type mean a sole trader and a limited company each receive the right terms, without anyone editing a Word file.
Your templates, one click from the Proposals page
Open Document Templates from the Proposals page to view, edit or delete templates, or create a new one.
What you can see
- Document Templates: "You can view and add documents here."
- View All Templates and Create New Template buttons.
- Templates: LOE – Sole Trader, LOE – Limited Company, LOE, LOE – Landlord.
- Edit and delete icons, and Close.
Why it matters: The right template for each client type is one click away.
A template library in grid or list view
The Templates library shows each template with a page preview, last updated date and status. Switch between grid and list view, search and filter templates.
What you can see
- Documents Builder › Templates, with tabs All Templates 4 and Submitted 1.
- Template cards with page preview, name and last-updated date and time.
- Submitted badge on LOE – Limited Company.
- New Template, grid/list toggle, filter and search.
Why it matters: Your template library stays organised and easy to check.
Drag-and-drop document builder
Document Builder Pro gives you text blocks, headings and images; form elements such as signature, initials, text field, date picker, checkbox and radio buttons; and business elements for a pricing table and packages. Set your header and footer, work in A4 pages and preview before you save.
What you can see
- Document Builder Pro: "Drag elements to your document", with element search.
- Text Elements: Text Block, Heading, Image.
- Form Elements: Signature, Initials, Text Field, Date Picker, Checkbox, Radio Buttons.
- Business Elements: Pricing Table, Packages.
- Toolbar: Header & Footer, Templates, Library, Variables, Preview, Save. Canvas: A4 · Portrait.
Why it matters: A branded, signable engagement letter, built without design tools.
Merge fields fill in client details for you
The Variables panel lists every merge field used in the template, such as document name and dates, lead name, lead email, lead address and company name. Toggle Preview Values to check how they look, and Remindoo flags any variable without a value.
What you can see
- Variables & Merge Fields panel with a Preview Values toggle and search.
- Warning: "1 Undefined Variable", with "Set values for highlighted variables below".
- System Variables: [Document.Name], [Document.CreatedDate], [Document.ModifiedDate], [Document.ExpirationDate], [Lead.lead_name], [Lead.lead_address].
- "Used in 1 location" under variables in use.
Why it matters: Missing client details are flagged before the letter goes out.
Loved by 100+ accountants and bookkeepers.
The Create Templates feature in Remindoo enables accounting firms to design reusable, structured proposal frameworks that streamline client onboarding and eliminate repetitive drafting. By creating once and reusing indefinitely, firms ensure consistency, professionalism, and efficiency across all proposals.
Reusable Proposal Frameworks
Firms often prepare proposals for bookkeeping, payroll, VAT, year-end accounts, and advisory services. Manual creation can lead to inconsistencies in wording, pricing, and formatting. Remindoo’s templates allow firms to:
- Standardise language across partners and teams
- Maintain consistent pricing and formatting
- Reduce preparation time and improve internal alignment
Drag-and-Drop Document Builder
The no-code document builder provides an intuitive interface to create professional proposals without technical assistance. Key elements include:
- Text Elements: text blocks, headings, images
- Form Elements: signature fields, text input, checkboxes, radio buttons, date pickers
- Business Elements: pricing tables, service packages
A built-in search bar enables rapid element selection, ensuring organised, client-ready proposals.
Custom Header & Footer Controls
Firms can maintain consistent branding and compliance by:
- Adding logos and contact details
- Including regulatory disclosures
- Standardising formatting across all templates
Template Library & Automation
Remindoo built-in library offers pre-structured proposal formats, searchable and customisable to specific services. Variables and merge fields enable dynamic content insertion (e.g., client name, service details, engagement dates), reducing manual errors and enhancing personalisation.
Ensuring Consistency & Compliance
Centralised templates maintain controlled language, pricing, and engagement terms. Approved templates help:
- Standardise partner communications
- Ensure compliant and clear scope descriptions
- Minimise outdated document usage
Benefits
Accounting firms gain faster proposal drafting, professional branding, reduced compliance risk, and improved onboarding efficiency. Overall, the Create Templates feature empowers firms to deliver consistent, accurate, and professional proposals at scale, enhancing client confidence and engagement.
All-in-One Practice Management Software for Accountants
Our practice management software for accountants brings tasks, clients, workflows, team communication, and reporting into one central platform giving firms complete visibility and control over daily operations.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Proposal Templates for Accounting Firms
Create structured proposal templates once and reuse them across clients to maintain consistency, professionalism, and faster onboarding.
AI-Powered Practice Management Software
Remindoo is an AI-ready accounting practice management software designed for modern firms. With AI task summaries, client insights, and smart email suggestions, it helps your team work faster, respond smarter, and stay proactive without complicating workflows.
Simple, Elegant & Easy to Use.
Powerful doesn’t mean complicated. Remindoo combines advanced accounting workflow features with a clean, intuitive, and modern interface reducing training time and increasing adoption across your firm.
Unlimited Users. Built to Scale
Grow your team without per-user penalties. Software that supports expansion not restricts it.
Built-In Tax Liability Tracking for Clients
Track VAT, Corporation Tax, PAYE, and Self Assessment Tax liabilities directly within the platform. Monitor what’s due, paid, or outstanding giving your firm & clients full financial oversight beyond basic task tracking.
Intelligent Deadline & Workflow Automation
Automate recurring services, manage internal and external deadlines and prevent missed filings. Remindoo brings structured workflow automation built specifically for accounting firms.
AI Task & Client Summaries
Get instant overviews without digging through history. AI-generated task summaries and client snapshots provide clarity, while AI email suggestions help draft professional responses quickly.
Data security with enterprise-grade encryption
Remindoo uses advanced encryption and secure infrastructure to protect sensitive client and financial information at every level.
Real-Time Dashboard & Compliance Visibility
Gain instant visibility across deadlines, workload and task & team progress from one powerful dashboard. Make informed decisions quickly with structured, real-time firm-wide insights.
What Our Users Have to Say
Built for modern practices with powerful features that scale with your growth
Remindoo has completely transformed how we manage our client deadlines. The automated reminders and task templates have saved us countless hours each week.
Director @ BNW Accountants
The Companies House integration is a game-changer. We can onboard new clients in minutes rather than hours. The AML scoring feature helps us stay compliant effortlessly.
Director, Taxaccoelga Chartered Accountants
Remindoo makes client management effortless. The automation features save us time and ensure we never miss a follow-up.
Director @ Naseems
Managing deadline and task is much easier with remindoo, the most easy to use CRM.
Bookkeper @ Bean Counter
Design reusable proposal templates once and streamline client onboarding with consistent, professional proposals across your entire firm.
Frequently asked questions
Yes. Drag the Signature, Initials or Date Picker element into the document.
Yes. Add the Pricing Table or Packages element and Remindoo fills it from the proposal.
Yes. Create a template for each, such as LOE – Sole Trader and LOE – Limited Company.
Yes. Turn on Preview Values in the Variables panel.
Continue the Proposals guide
See proposals and engagement letters in Remindoo
Book a Demo to explore your firm's proposal process.
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.”
