Proposals
Your Proposal Pipeline as a Kanban Board
Switch from the table to Show Kanban View and your proposals become cards in status columns. You see at a glance how much fee income is waiting for a signature.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
A list tells you what exists. A pipeline tells you what it is worth. Click Show Kanban View on the Proposals page and each status (Draft, Declined, Archived, Sent and Signed) becomes a column of cards. Every column header shows the number of proposals and their combined value. In the sample, Draft holds 21 proposals worth £19,232, Sent holds 37 worth £32,039 and Signed holds 33 worth £57,378. For a partner, that is fee income waiting for a signature, read straight off the screen without exporting to a spreadsheet. It also shows where effort is needed. A heavy Draft column means quotes are not going out, and a heavy Sent column means follow-up is due. Each card shows the proposal name, value, status badge and lead. Empty columns read "Drop proposals here", which makes clear where a card can move. Customise card lets each team choose extra details. Proposal Name, Status, Lead Name and Pricing are always shown, and Created By, Sent By, Creation Date and Sent Date are optional. A proposal pipeline Kanban for accountants turns fee forecasting from guesswork into a quick weekly check.
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
View this screenshot’s checklistWhy it matters: Bottlenecks between draft and sent are easy to spot.
See the value waiting for signature
The Sent and Signed columns show their totals, for example 37 sent proposals worth £32,039 and 33 signed worth £57,378, so partners can see pipeline value without a report.
What you can see
- Sent column: 37 · £32,039.
- Signed column: 33 · £57,378.
- Cards with yellow Sent and green Signed badges and fees.
- New Proposal, Document Templates and Show Table View buttons.
Why it matters: Partners can see the value waiting for signature without a report.
Choose what each card shows
Proposal Name, Status, Lead Name and Pricing always show. Add Created By, Sent By, Creation Date or Sent Date to suit how your team works.
What you can see
- Customise card panel with Search fields.
- REQUIRED: Proposal Name, Status, Lead Name, Pricing.
- Optional: Created By and Creation Date (ticked), Sent By and Sent Date.
- "Selected: 2 optional", with Cancel and Save Changes.
Why it matters: Cards show the details your team cares about.
Frequently asked questions
Can I switch back to the table?
Yes. Use Show Table View.
Does the Kanban view show proposal values?
Yes. Every column shows its count and total value.
Which fields always appear on a proposal card?
Proposal Name, Status, Lead Name and Pricing.
Can I go back to the table?
Yes. Click Show Table View.
Continue the Proposals guide
See proposals and engagement letters in Remindoo
Book a Demo to explore your firm's proposal process.
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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.”
