Loved by 100+ accountants and bookkeepers.
Strong Filters for Proposals and Engagements
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.
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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Use Remindoo powerful filtering tools to instantly locate proposals and engagements by partner, service, or timeframe—keeping your workflow organised and efficient.