Proposal Configurations
Proposal Configurations
General Configurations
Last Updated: May 7, 2025To access the generation configuration, select the ‘General’ tab under ‘Proposal Configuration’ in Proposal Settings. Changing Alias Name The alias name refers...
Proposal’s Theme
Last Updated: May 8, 2025The proposal theme consists of the Brand Colour and Font Family. The brand colour and font family selected here is reflected throughout...
Important Dates & Periods
Last Updated: May 8, 2025FigsFlow offers a distinct feature that allows you to send automated email reminders to prospects for signing the engagement letter, with up...
LOE Configurations
Last Updated: May 8, 2025The LOE configuration consists of the settings that would be reflected in the engagement letters by default at the time of generating...
Configuring Charge Out Rates (For Out of Scope Works)
Last Updated: May 7, 2025The charge-out rates are the costs that are incurred for an additional piece of work as a side undertaking, apart from the...
Configuring Discount
Last Updated: May 7, 2025FigsFlow has the feature of incorporating seasonal discounts on its services. These discounts can be applied at the time of creating the...
Configuring Value Added Tax (VAT)
Last Updated: May 7, 2025The VAT rate varies based on the nations and states. Hence, FigsFlow accommodates all of the issues and allows for the selection...
Configuring Service Tags
Last Updated: May 7, 2025Adding Service Tag To add a Service Tag, go to the Service Tag category and click ‘Add Service Tag’ button. On the...
Configuring Global Price Variables
Last Updated: May 7, 2025To access the Global Pricing Variables configuration, select the ‘Proposal’ tab under ‘Proposal Configuration’ in Proposal Settings. Now you have access to...
Custom Placeholder
Last Updated: May 8, 2025FigsFlow enables the use of custom placeholders, which are useful for inserting frequently used content into proposals and letters of engagement. The...