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Onboarding

Onboarding

1

Book A Demo

Getting Started

1

Get started with FigsFlow

Dashboard & Analytics

1

Overview & Navigation
- Understanding the Dashboard

Proposal Generation

8

Overview & Navigation
- What is Proposal Generation?
- Where is Proposal Generation located?
Generate Proposal

FigsFlow Contacts

5

Overview & Navigation
- What are FigsFlow Contacts?
- Where is FigsFlow Contacts Located?
FigsFlow Contacts Overview

Template Module

18

Overview & Navigation
- What is the Template Module?
- Benefits of Using Templates
Proposal Templates
Letter of Engagement (LoE) Templates
Cover Letter Templates
Email Template
Searching for Templates

Proposal Module

21

Overview & Navigation
- Introduction to Proposal Module
- Understanding Proposal Status
Searching & Filtering Proposals
Exporting Proposal Data
- How to Export
- Selecting the Properties to Export
Proposal Details
Actions You Can Take
Tracking Proposal Status
- Colour Code Explained
- Code Red, Orange, Green Explained

Service Module

23

Overview & Navigation
Finding and Importing Services
- Searching Service Group
- Importing Services From the Built-In Library
Managing Service Groups
Adding and Managing Services
Service Pricing & Calculations
Organising Services
- Switching the Service to a Different Service Group

Setting

35

Overview and Navigation
- How to Navigate Settings
Your Preference User Profile
- Editing User Profile
- Change Password
Your Preference | Firm Profile
- Editing Firm Profile
- Deleting Firm
Your Preference | Contact Settings
- Individual Contact Type
- Organisation Contact Type
Account
- User
- Roles
Integration
- Integrating Custom Email
- Integrating QuickBooks
Proposal Settings
- Proposal Configurations

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Onboarding

Onboarding

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Last Updated: April 30, 2025

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Categories
FigsFlow Learn Centre
Contact Support

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