Settings
Proposal Settings
Configure proposal categories by entity type, with variables, ranges, products, packages and product frequencies.
Built for UK accountants, bookkeepers and growing accountancy practices.
How it works
Pricing an engagement depends on who the client is. Remindoo's Proposal Settings organise what you sell by category, with tabs for Categories, Variables, Ranges, Products and Packages. Categories reflect entity types, including less common ones such as Registered Overseas Entity, European Public Limited Liability Company SE, Unregistered Company, Investment Company with Variable Capital, Royal Charter, Northern Ireland, and Industrial and Provident Society. Each category shows how many products and packages it holds, with quick-add buttons.
Products are the services you price, such as bookkeeping, payroll, confirmation statements, start-up year-end accounts, LLP and partnership accounts based on turnover, sole trader Self Assessment and limited company year-end accounts. Each has a status, one or more frequencies (weekly, fortnightly, monthly, yearly) and the categories it applies to, such as Private Limited Company, Limited Liability Partnership, Partnership or Self-Employed.
Setting this up once means every proposal draws on the same, approved price structure. Partners get consistent quotes across the team, sales staff cannot accidentally offer services to the wrong entity type, and recurring fees are set at the right frequency from day one.
Categories by entity type
Categories such as Registered Overseas Entity, Northern Ireland, Royal Charter or Industrial and Provident Society, each with its own products and packages; also Variables, Ranges, Products and Packages tabs.
What you can see
- Tabs: Categories, Variables, Ranges, Products, Packages
- Create Categories and category search
- Columns: Name, Description, Products, Packages
- Categories such as Registered Overseas Entity, Royal Charter, Northern Ireland, Industrial and Provident Society
- Product and package counts with + buttons
- Edit and delete actions
Why it matters: Grouping products by entity type means each prospect sees the right services and prices.
Products
Products with frequencies (weekly to yearly) and the entity categories they apply to.
What you can see
- Products tab with Create Product and product search
- Columns: Product Name, Status, Frequency, Category
- Frequencies such as Weekly, Fortnightly, Monthly, Yearly
- Categories such as Private Limited Company, Limited Liability Partnership, Partnership, Self-Employed
- Copy, edit and delete actions per product
Why it matters: Each product carries its billing frequency and eligible entity types, keeping proposals accurate.
Related feature guides
Frequently asked questions
Can I control what each employee sees?
Yes. Roles set permissions per module (e.g. create/import clients, delete clients, view fee and hour aggregates) and whether a user sees All clients and tasks or Allocated Only.
Can Remindoo connect to HMRC?
Yes. Add HMRC agent authorisation accounts (including XML) and Tax Liability Agents for VAT, PAYE, SATR and CT600.
Can I enforce MFA?
Yes. Make multi-factor authentication mandatory for all employees.
Can staff connect an AI assistant like Claude or ChatGPT?
Yes, through MCP Access, which an admin can switch off for the whole practice and review per employee.
Can a product apply to more than one entity type?
Yes. Each product can be linked to several categories, such as Private Limited Company and Public Limited Company.
Can products have more than one billing frequency?
Yes. A product such as payroll can be offered weekly, fortnightly or monthly.
Continue the Settings guide
See settings in Remindoo
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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.”
