Proposals & Engagement Letters
Send branded proposals and engagement letters, get them approved, and get paid - all without the back-and-forth.
No credit card required. Cancel anytime.
From first conversation to signed engagement, in one place.
Build reusable engagement letter templates, send proposals to clients for review, and turn accepted proposals into recurring invoices without copy-pasting from Word.
A branded review page your clients walk through in three steps.
Clients open a polished, branded page that takes them through your introduction, pricing options, then sign and pay in three guided steps. No accounts to create, no email attachments, no version chase - they accept, sign, and the first payment lands in your account.
See every proposal's status at a glance.
Track drafts, what's been sent, what's been viewed, and what's been accepted from a single list. Resend, copy a link, or duplicate a proposal as a draft without digging through email threads.
Reusable engagement letter templates your team can send in seconds.
Set up engagement letter templates once for the services you sell - bookkeeping, tax, advisory - then drop them into any proposal. Edits stay in the template, so the next letter you send is already up to date.
Built for the way firms actually sell engagements
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Engagement Letters
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Pricing Options
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Status Tracking
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Public Review Link
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Resend & Withdraw
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Duplicate as Draft
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Sign & Pay
Branded engagement letters with built-in electronic signatures and audit trail.
Offer multiple pricing tiers within a proposal so clients can choose the scope that fits.
See draft, sent, viewed, and accepted states for every proposal at a glance.
Clients open a branded review page from a single link - no logins, no accounts, no attachments.
Resend a proposal, copy its review link, or withdraw it from one place if anything changes.
Spin up a near-identical proposal for a similar client without rebuilding it from scratch.
Clients sign and pay the first invoice in the same flow, with their card kept on file for the engagement.
Win more engagements with less back-and-forth. Start your free trial and send your first proposal today.
No credit card required. Cancel anytime.
Explore More Features
Artificial Intelligence
Ask your firm a question and get a real answer. The Tidyflow AI Assistant has live access to your jobs, clients, and unpaid invoices.
Billing & Payments
Create invoices from tracked time or fixed fees, get paid online, and easily track WIP, billing, and outstanding amounts in one place.
Capacity Planning
See your team's workload before it hits. Forward-looking capacity by member, backward utilisation trends, and per-job drill-down - all from your existing job estimates.
Client management
Keep client chaos at bay - keep all essential info and contacts handy for personalized client attention.
Client portal & requests
Streamline client interactions with a portal for easy document sharing and client requests.
Collaboration
Make collaboration not just productive, but enjoyable, with comments, mentions, notes and inbox notifications.
Document management
Overcome document chaos by securely storing and sharing crucial files, ensuring everything is just a click away.
Electronic signatures
Easily request electronic signatures from clients.
Email Management
A shared inbox built for the firm. Connect Gmail or Microsoft 365 and get every client email linked to the right job and client - automatically.
Integrations
Powerful integrations simplify your workflow. Connect with tools like Xero, QuickBooks Online, and Zapier, or customize with our API.
Reporting & Insights
Understand where your time, billing, and revenue actually go with built-in reports that don't need a data warehouse.
Time tracking
Optimize your workflow with time tracking. Leverage data to uncover opportunities or extra billable time, enhancing profitability.
Workflow management
Automate and streamline workflows. Avoid missed deadlines with transparent task visibility and accountability.