Once you've configured your system, any team member can create a proposal. You can use packages, select services, calculate fees, and send the proposal with a Letter of Engagement for signing.
📌TIP: The most successful users present proposals live during meetings to collaborate on services and fees in real time.
Step 1 - Create the proposal
Click Create Proposal.
Search for an existing contact in the Contact Hub to pre-fill company and primary contact details.
(Optional) Select a package template to preload services.
Complete the Basic Information section:
Choose a proposal template and Letter of Engagement
Select the client’s annual revenue range
Enter the start date and financial year-end date (used for alignment fee calculations)
Select the services you’ll provide by working through each section.
Answer any scope-related questions prompted by the system.
(Optional) Add services to the roadmap for future upsell opportunities.
Step 2 - Get calculation
Review the full breakdown of services and associated costs
Change the billing cycle from the default Monthly to Annualised, if required
The system automatically calculates the alignment fee is for proposals dated less than 12 months for annual services (for example, Annual Accounts & Corporation Tax)
Step 3 - Complete the proposal
Enter the company details and primary contact details.
Add additional signatories if multiple people need to sign.
Set follow-up dates for clients who aren’t ready to decide immediately.
Use the Key Dates table to:
Set start dates for services to avoid assuming liability
Add deadlines for client information and filing obligations
Save the proposal as a draft or click Send if it’s ready.
See also
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