Generate Proposal
Generate Proposal
Key Elements of Generating a Proposal
Last Updated: April 30, 2025Create Proposals & Engagement Letters in FigsFlow in Seconds Watch Video Guide Once you are at the Generate Proposal, there are 10...
Point of Contact
Last Updated: April 30, 2025Use the search bar to find the Point of Contact in the Contact database to send the proposal. FigsFlow also supports HubSpot...
Selection of Services
Last Updated: April 30, 2025Adding a New Service If you are looking to add a new service to FigsFlow, click on the ‘Add’ button. The detailed...
Calculation of Selected Service
Last Updated: April 30, 2025Select the service from the left to make them visible on the Calculation section. Enter the Entity Name and select the parameters...
Selecting for Letter of Engagement (LOE) Only
Last Updated: April 30, 2025FigsFlow has the feature to sending the Letter of Engagement (LOE) only. This feature is handy when engaging the client and communicating...
Proceed to Preview the Proposal and LOE
Last Updated: April 30, 2025Once you have selected the service and adjusted the price, click on ‘Proceed to preview’ to preview the proposal before sending it...