Proposals
Personalised Proposal Documents
Once the pricing is ready, Remindoo loads it into your letter of engagement. Client details and the services breakdown are filled in automatically.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Once pricing is agreed, Remindoo loads it into your letter of engagement. A "Proposal Loaded" badge in the Documents Builder confirms the proposal and its total have been pulled in. Merge fields are replaced with the client's details. In the sample, the letter is prepared for Oakridge Dental Practice Ltd, with its email, its address in Guildford and the date created, all without anyone typing them. Further into the document, the pricing table becomes a Services Breakdown. Each service is listed with its name, description, fee, quantity and total, taken straight from the proposal. One example is "Self Assessment tax returns for both partners, including dividend and rental income", another the confirmation statement with the Companies House filing fee included. Because scope and fees come from the same record, the engagement letter matches what was quoted. That clarity about what is and isn't included protects you from scope creep and fee disputes later. The toolbar keeps Header & Footer, Templates, Library, Variables, Edit Mode and Save Proposal to hand for last-minute changes. From the list, Preview opens the finished document, and Download PDF saves a copy for your records.
Client details merged into your letter
Merge fields are replaced with the client's name, email and address, so every letter is personalised without typing.
What you can see
- "Proposal Loaded" badge showing the total.
- Letter of Engagement: "Standard Terms of Agreement."
- Prepared for: Oakridge Dental Practice Ltd and its email.
- Client address and Date Created: 09/10/2026.
- Toolbar: Header & Footer, Templates, Library, Variables, Edit Mode, Save Proposal.
Why it matters: Every letter is personalised without manual editing.
A services breakdown in the document
The pricing table lists each service with its description, fee, quantity and total, taken directly from the proposal.
What you can see
- Services Breakdown table with QTY and Total Fee columns.
- Personal Tax Return, QTY 2, £1200.00, with its description.
- Confirmation Statement, £90.00, "Includes the company house filing fee".
- Breakdown (Details) and Base price lines.
Why it matters: The client sees exactly what each fee covers.
Preview and download as PDF
Preview any proposal from the list and download it as a PDF for your records.
What you can see
- Document Preview: "Previewing proposal: LOE".
- Download PDF button.
- Full letter of engagement for Oakridge Dental Practice Ltd.
Why it matters: You can check the document and keep a PDF copy on file.
Frequently asked questions
Can I include pricing in the engagement letter?
Yes. Add the Pricing Table or Packages element and Remindoo fills it from the proposal.
Does the pricing table update from the proposal?
Yes. Services, fees and quantities are taken from the proposal.
Can I edit the letter after pricing loads?
Yes. Use Edit Mode in the Documents Builder, then Save Proposal.
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.”
