Proposals
Strong Filters for Proposals and Engagements
Remindoo provides strong Filters for Proposals and Engagements to locate proposals quickly and manage workflows efficiently.
Built for UK accountants, bookkeepers and growing accountancy practices.
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.
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.
Loved by 100+ accountants and bookkeepers.
Remindoo Strong Filters feature ensures you can instantly narrow down proposals by specific conditions and retrieve exactly what you need in seconds. As your accounting firm grows, the number of proposals increases across partners, service lines, and time periods. Without structured filtering, finding a specific proposal can become time-consuming and frustrating.
Advanced Multi-Condition Filtering
From the Proposals section, click the Filters button located at the top-right of the screen. You can:
- Click Add Condition
- Apply multiple filter conditions simultaneously
- Combine fields to narrow results precisely
This allows you to refine results based on how detailed your search needs to be. This can include:
- All proposals created this month
- Proposals sent but not signed
- Documents assigned to a specific team member
- Proposals within a specific pricing range
The system dynamically updates results based on selected conditions.
Status-Based Proposal Tracking
Filtering by status gives instant visibility into the proposal pipeline. Firm owners and managers can quickly identify:
- Proposals waiting to be sent
- Sent but not viewed documents
- Viewed but unsigned proposals
- Successfully signed engagements
- Expired or inactive proposals
This improves follow-up timing and strengthens conversion rates.
Assignee & Team-Based Visibility
For firms with multiple partners or managers, filters allow you to:
- View proposals created by specific team members
- Track performance by assignee
- Monitor partner-level proposal activity
- Identify bottlenecks in approvals
This adds accountability and transparency within the proposal workflow.
Date Range Precision
Date-based filters allow firms to analyse activity over specific periods. You can quickly retrieve:
- Proposals created within a selected timeframe
- Documents sent during a specific month or quarter
- Engagements finalised within reporting periods
This supports performance analysis, reporting, and strategic planning.
Category-Based Organisation
When proposals are organised into categories, filtering becomes even more powerful. You can sort by service category to view:
- Payroll-related proposals
- Bookkeeping engagements
- VAT service agreements
- Advisory or consulting proposals
This keeps service lines structured and easy to manage.
Why Strong Filters Matter for Accounting Firms?
As proposal volume grows, organisation becomes critical. Strong Filters help firms:
- Save time locating documents
- Improve follow-up efficiency
- Monitor team performance
- Track conversion rates
- Maintain structured proposal management
- Reduce operational friction
Instead of searching manually, your firm gains full visibility and control over every proposal in seconds.
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Our practice management software for accountants brings tasks, clients, workflows, team communication, and reporting into one central platform giving firms complete visibility and control over daily operations.
Trusted by 100+ accountants and bookkeepers.
Firms That Love Remindoo
Advanced Proposal & Engagement Filters
Quickly locate specific proposals using powerful filters designed to keep growing accounting firms organised and efficient.
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What Our Users Have to Say
Built for modern practices with powerful features that scale with your growth
Remindoo has completely transformed how we manage our client deadlines. The automated reminders and task templates have saved us countless hours each week.
Director @ BNW Accountants
The Companies House integration is a game-changer. We can onboard new clients in minutes rather than hours. The AML scoring feature helps us stay compliant effortlessly.
Director, Taxaccoelga Chartered Accountants
Remindoo makes client management effortless. The automation features save us time and ensure we never miss a follow-up.
Director @ Naseems
Managing deadline and task is much easier with remindoo, the most easy to use CRM.
Bookkeper @ Bean Counter
Use Remindoo powerful filtering tools to instantly locate proposals and engagements by partner, service, or timeframe, keeping your workflow organised and efficient.
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.
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.
See it in action
More walkthroughs
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.”
