Proposals
Every Proposal in One List
The Proposals list is where your practice sees new business at a glance. Status tabs show live counts, and each row shows the proposal, the lead, its value, who created it, who sent it and when.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Proposal tracking for accountants starts with one list everyone trusts. The Remindoo Proposals list shows every proposal and letter of engagement with status tabs and live counts. In the sample there are 91 in total: 21 Draft, 37 Sent and 33 Signed. Each row shows the proposal name, the lead it was prepared for, its status badge, the fee, who created it, who sent it and the creation and sent dates. Proposal Name, Lead name, Pricing and Creation Date can be sorted, so you can bring the largest fees or the oldest drafts to the top. Click the Signed tab and the list narrows to accepted engagements only, each with its fee, the employee who sent it and the date it went out. That is useful for checking that onboarding has started on every new client and for reviewing who is winning work. Over time, abandoned drafts and test documents build up. Tick them and a bulk bar appears with a counter and buttons to archive or delete them together. A tidy list keeps your counts, values and reports accurate, and lets a practice manager see the state of new business in one view.
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
View this screenshot’s checklistWhy it matters: You can see the state of new business at a glance.
Jump straight to signed engagements
Click a status tab to see only the proposals in that stage. The Signed tab lists every accepted engagement with its fee, the employee who sent it and the date it went out.
What you can see
- Signed 33 tab selected.
- Rows with green Signed badges and fees such as £1,800.00.
- Sent by and Sent Date filled in on every row.
- "Showing 33 of 33 proposals".
Why it matters: Accepted engagements are listed separately, ready for onboarding.
Tidy up in bulk
Tick the proposals you want and use the bulk bar to archive or delete them together. A counter shows how many proposals are selected.
What you can see
- Two proposals ticked (Fenwick & Shaw Architects LLP, Kestrel Logistics Ltd).
- Bulk bar with Archive and Delete icons.
- "2 selected proposals" counter.
Why it matters: Old drafts can be cleared in seconds.
Frequently asked questions
Which statuses can a proposal have?
Draft, Sent, Signed, Declined and Archived.
Can I see who sent each proposal?
Yes. The Sent by and Sent Date columns show the employee and date.
Can I sort proposals by fee?
Yes. The Pricing column can be sorted.
Can I archive several proposals at once?
Yes. Tick them and use Archive in the bulk bar.
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.”
