With new technology constantly popping up to help accountants and bookkeepers, one always has to wonder, which one is the best bang-for-your-buck? Among all the services that this new software has, being able to customise proposals and engagement letters has proven to be one of the most demanded requirements. This is where FigsFlow’s proposal software for accountants comes into place and leaves a remark among its competitors.
Template Setup Module to Customise Proposals
The Template Setup module is one of the most crucial features of FigsFlow. Designed to generate proposals and engagement letters, this module allows you to create reusable structures for proposals, letters of engagement, and emails, streamlining the document generation process and ensuring consistency and professionalism in your communications.
By setting up templates for proposals and engagement letters, you can easily customise elements like the cover page, logo, body content, and the footer, allowing you to tailor each document according to the specific requirements. This not only helps save time and effort but also helps to maintain high-quality standards in client interactions.
How FigsFlow Templates enhance Client Engagement
FigsFlow’s email templates help enhance automation by facilitating the configuration of automated emails to clients, improving the overall efficiency and client engagement. The Template Setup module thus helps play a vital role in ensuring organised, efficient, and professional communication with clients.
With the ability to customise proposals on the go, your clients will never have to wait long hours, or even days, just waiting for their documents. By providing the deliverables earlier than requested and ensuring that there is plenty of time to discuss the contents of the document, a smoother and better client relationship is formed.
Conclusion
The ability to customise proposals and engagement letters has now become a necessity in today’s fast-paced world. By using FigsFlow’s templates, you not only ensure that your work becomes easier but also improve your relationship with the clients for future collaborations.
