Proposals
Search, Columns and Filters for Proposals
As your practice grows, you need to find the right proposal quickly and see only the information that matters to you.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
A growing practice can send hundreds of proposals a year, so finding the right one quickly matters. Remindoo gives you two searches. The global search at the top of the page, set to the Proposals module, finds a proposal by its lead once you type three or more characters. Typing "Oakridge" returns the LOE draft for Oakridge Dental Practice Ltd with its status and creation date, and opens in one click. The Search Proposal Here box above the table searches by proposal name. Proposal Column Visibility lists all eight columns (Lead name, Proposal Name, Status, Pricing, Created by, Sent by, Creation Date and Sent Date). You can reorder them from a numbered dropdown and freeze up to five, so key details stay in view while you scroll. Filters answer pipeline questions. Combine conditions on status, lead name, pricing, proposal name and dates, using is, is not, are, or in between for dates. Save & Apply Filter, and the conditions appear as chips such as "Status in list Draft, Sent", with a count of matching proposals. Filters stay saved until you remove a chip, so each person keeps the working view they use for proposal tracking.
Search across proposals
Type three or more characters into the search bar at the top of the page to find a proposal by its lead. Results show the proposal name, status, lead and creation date, and open in one click. The search box above the table searches by proposal name.
What you can see
- Global search set to Proposals, with "Oakridge" typed.
- Result: LOE, Draft, "Lead: Oakridge Dental Practice Ltd | Created: 09 Oct…".
- PROPOSAL tag and an arrow to open it.
- Search Proposal Here box above the table.
Why it matters: You can find a client's proposal by name from anywhere on the page.
Choose, reorder and freeze columns
Open Column Visibility to reorder the proposal table and freeze up to five columns so they stay in view while you scroll.
What you can see
- Proposal Column Visibility: "1/5 frozen", "Showing 8 of 8 columns".
- Numbered list from Lead name to Sent Date.
- Freeze icon and reorder dropdown per column.
- Uncheck all, Close and Save.
Why it matters: Each user sets up the table the way they work.
Build filters with multiple conditions
Add as many conditions as you need. Filter by status, lead name, pricing, proposal name, creation date or sent date, using conditions such as is, is not, are, or in between for dates.
What you can see
- Filter Proposals, "showing 91 results".
- Filter 1: Status are Draft, Sent.
- Filter 2: Lead name is not a chosen value.
- Add Condition and Save & Apply Filter.
Why it matters: Several conditions narrow the list exactly.
Saved filters you can clear in one click
Applied filters are saved and shown as chips above the table, with the number of matching proposals. Remove a chip to clear that condition.
What you can see
- Filter chips above the table, including "Status in list Draft, Sent".
- Filter icon badge showing 2.
- "Showing 58 of 58 proposals".
- Each chip has an × to remove it.
Why it matters: Saved filters stay in place, and each can be cleared with one click.
Explore proposal search and filters
Frequently asked questions
Are my filters saved?
Yes. Remindoo saves your filters and shows them as chips until you remove them.
Can I filter proposals by date?
Yes. Use Creation Date or Sent Date with the in between condition.
How many characters do I need to search?
Three or more in the global search.
Can I freeze proposal columns?
Yes. Up to five.
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.”
