Proposals
From Lead to Proposal in One Click
Speed matters when a prospect is ready to engage. Open any lead and click Create Proposal. Remindoo opens the proposal wizard with the lead already selected.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Speed matters when a prospect is ready to engage. The longer the gap between the call and the proposal, the more likely they are to look elsewhere. Remindoo links the Leads and Proposals modules so you can go from one to the other in a click. Open any lead, for example by searching the Leads list for Fenwick, and the quick view shows the lead's email, status (here Warm Lead), lead handler, phone number, business website and notes. The buttons beside it include Create Proposal, alongside Go to Lead Profile, Edit Lead Profile, Update Lead Status, Send Lead Email, Add Timeline Note and Delete Lead. Click Create Proposal and the wizard opens with the lead already selected. Name, email and mobile number are filled in, so you only add the template, turnover and address before moving to pricing. The proposal stays linked to the lead, and the lead name appears in the proposals list, Kanban cards and proposal quick view. For practices using Remindoo as a CRM for accountants, it is one continuous record from enquiry to signed engagement, without copying details between systems.
Create Proposal from the lead quick view
The lead quick view shows the lead's email, status, lead handler and phone number, with buttons to go to the lead profile, edit it, create a proposal, update the status, send an email or add a timeline note.
What you can see
- Leads list searched for "Fenwick", showing All 1.
- Quick view for Fenwick & Shaw Architects LLP, status Warm Lead.
- Email, Postal Code, Lead Handler, Country, Phone Number, Business Website, Notes.
- Create Proposal button among the lead actions.
Why it matters: A proposal can be started the moment the prospect is ready.
Lead details carried across
The proposal opens with the lead, email and mobile number already filled in. Add the template, turnover and address, then move on to pricing.
What you can see
View this screenshot’s checklistWhy it matters: Nothing is re-typed between lead and proposal.
Continue from lead to client
Frequently asked questions
Will the proposal stay linked to the lead?
Yes. The proposal shows the lead name in the list, Kanban and quick view.
Where else can I start a proposal?
From New Proposal on the Proposals page.
Where is the Create Proposal button?
In the lead quick view, and in Quick Access on the lead profile.
Is the lead's email filled in automatically?
Yes. The email and mobile number are carried across.
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.
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.”
