Proposals
Send Proposals by Email
The final step of the wizard sends the proposal with a covering email.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
The covering email is often the first thing a new client reads from your practice, so it needs to be clear and professional. The final step of Remindoo's proposal wizard, Send Email, sends the proposal with that message. Choose the From address (a company mailbox) and an email template, here LOE. The lead's email is filled in as recipient, and you can add BCC addresses, attach extra files and edit the subject and body. Merge fields such as ::Lead Name:: and ::Tenant Name:: personalise the greeting and subject, so the same template works for every client. The sample template explains how to sign in three numbered steps: click "Open the Document", click "Start", then review the services, fees and terms and sign electronically. Clear instructions mean fewer questions and faster signatures. Open Preview shows exactly what the client will receive before you send. The editor reminds you not to add a logo or signature in the email. Because the email goes from Remindoo, the proposal's status and sent date update in the proposals list, ready for tracking and automated follow-up.
A professional covering email in seconds
Choose the sending address and an email template. Merge fields such as ::Lead Name:: and ::Tenant Name:: personalise the message, which explains how to open, review and sign the letter of engagement. Add BCC recipients, attach files and click Open Preview to see the client's view.
What you can see
- Send Email to Lead: "Send email to lead along with letter of engagement."
- From, Select Email Template (LOE), recipient, Subject ("Thank you for choosing ::Tenant Name::") and BCC.
- Attach files, plus a reminder not to add a logo and signature.
- Body using ::Lead Name:: with numbered steps to open, start and sign the document.
- Open Preview button, with Send Email highlighted on the step rail.
Why it matters: Clients get clear signing instructions, which speeds up acceptance.
Frequently asked questions
Can I use my own email templates?
Yes. Pick any email template and edit the message before sending.
Can I attach extra documents?
Yes. Use Attach files.
Can I BCC a colleague?
Yes. Type an address in BCC and press Enter.
Can I see the email before sending?
Yes. Click Open Preview.
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.”
