Best Accounting Proposal Software
Create proposals designed for success
Create, Share & e-sign proposals on a single, comprehensive platform. Increase your close rates by 40%.
Adopted by innovative companies worldwide
Converting a client into a customer can be daunting. That’s why we have designed professional accounting proposal templates that showcase a business’s seriousness to clients. Feel free to customize them as per your brand guidelines.
Super Proposal is a three-in-one software that allows you to create and edit proposals like MS Word, create tables for pricing and other purposes like MS Excel, and save your e-signature safely. This will turn proposal creation into an effortless experience for you.
The single-scroll document feature simulates how your proposal will look for your client.. Add whatever’s missing, review, and send a perfect proposal.
Effortlessly access, edit, review, and sign proposals on your laptop, smartphone, or tablet. Never miss out on lucrative opportunities to elevate your accounting business.
Eliminate the hassle of physical paperwork. Use legally binding e-signatures to get quick approvals on accounting service agreements, ensuring you can start work faster and keep your schedule on track.
Choose the perfect template and customize it to suit your needs, reinforce your brand identity by adding your logo, company colors, and custom fonts. Make a lasting impression with every proposal, and close deals quickly!
Say goodbye to the days of spending hours crafting proposals from scratch or struggling with clunky templates.
Our accounting proposal software streamlines the entire process, letting you focus on what matters most: winning deals. With our intuitive accounting proposal maker and 100+ professionally designed templates, you can create high-impact accounting proposals that capture your client’s attention and showcase your expertise in minutes.
- Start free trial or sign in
- Pick from our 100+ templates or start from scratch
- Add branding, content, images, and pricing details
- Send proposal to customers via a single trackable link
- Secure deal with e-signatures on the platform
Here's why users worldwide love Super Proposal
Why Choose Super Proposal for Your Accounting Firm
Flexible proposal creation across multiple devices—computer, smartphone, or tablet. Better proposal management with a dashboard that automatically arranges drafts, sent, viewed, accepted, and rejected proposals.Faster proposal creation with customized and professionally well-written accounting templates.Secure database for users’ sensitive information with stringent security measures and compliance protocols. Real-time client activity tracking with instant notifications that pop up when a client approves or rejects a proposal. Dedicated customer support team that promptly addresses accounting users’ urgent concerns..Increased conversion rates through a streamlined proposal creation process.A Convenient Solution for Problems that Accounting Firms/Accountants Face
- Having separate tools for proposal creation and signature
Accounting proposal writers use Canva or MS Word to create proposals, MS Excel for pricing table calculations like total project cost and retainer fee, and random online tools for e-signatures. This disrupts a writer’s workflow and anyone involved in proposal creation. Super Proposal’s got it all under one roof, with a proposal maker and elements like pricing tables and e-signature, increasing their productivity and lessening that start-up anxiety. - Keeping team members in sync with the creation status.
For manual writers, collaborating with key team members can get clumsy. The latter might miss out on minor and major edits. Super Proposal makes it simple as you can send your proposal for review and approval from those members. - Tracking client status and missing out on opportunities
Let’s be honest; no accounting firm or accountant likes to lose business and potential revenue. With our proposal software, you get immediate emails when clients approve and comment on your proposals. You’ll never miss out on important client updates. - Writing accounting proposals from scratch
Starting a proposal from zero involves brainstorming, structuring, and revisions. Add client research to this, and creating many of them can take forever. But with our professional accounting templates, you will get a structured and pre-written document to refer to and help you get started. This will ease the initial resistance that comes with writing a proposal from scratch. - Paying for different software and keeping up with their subscriptions
Subscribe to different software or tools on different dates and lose track of renewals, and it becomes a frustrating affair. Eliminate this cumbersome process with a single subscription with Super Proposal. This also gives you access to all those tools, streamlining your proposal creation process.
Secure your every pitch that you make with Super Proposal. Craft winning proposals, share and track them on a single, comprehensive platform.
Secure your every pitch that you make with Super Proposal. Craft winning proposals, share and track them on a single, comprehensive platform.
FAQs
How do I create an accounting proposal?
Accounting proposals can be made with ease if you have the right proposal maker. Super Proposal makes proposal creation a breeze:
- Choose a Template: Select a professional design from our wide library, which includes quotes, business proposals, and contract templates tailored to various industries and purposes.
- Customize: This proposal generator lets you easily add your company logo, branding elements, and specific project details. Our intuitive editor allows you to drag and drop elements, format text, and effortlessly incorporate visuals.
- Add Content: Fill in the blanks with your unique project scope, pricing, timelines, and other relevant information. To save time, you can even pull from our library of pre-written content blocks.
- Review and Send: Preview your proposal on the proposal maker to ensure it looks perfect, then share it directly with your client through a secure link.
Can I add multiple data visualizations inside my proposal?
Yes! Enhance your proposals with compelling visuals that effectively communicate your message and leave a lasting impression.
- Charts and Graphs: Visually represent project timelines, budget breakdowns, or statistical data.
- Infographics: Condense complex information into an easy-to-understand, visually appealing format.
- Images and Videos: Showcase your past work or product demonstrations to add credibility and personality.
Also, Super Proposal’s drag-and-drop interface makes adding these elements a breeze.
Can I go back and edit my proposal after I've downloaded it?
While our proposal generator makes it easy to create polished proposals, we understand that revisions may be necessary. With Super Proposals, you can easily go back and edit your proposals even after downloading them, ensuring that your proposals are always up-to-date and accurate.
Do I require a separate e-signature tool to get the documents signed online?
With Super Proposal, you can simply add an e-signature element, and your client will click or tap on it (depending on their device) to make an e-sign and send back your proposal to show their acceptance.
Where can I find free proposal templates?
Look no further! Super Proposals offers wide range of accounting templates. These templates provide a solid foundation for your proposals, allowing you to save time and focus on delivering winning pitches. Simply sign up and start exploring our collection of free templates today. Upgrade to a paid plan to access even more advanced features.
Why do I require accounting proposal software?
Creating a proposal involves a lot of research plus understanding a client’s requirements and a tone that resonates with them. While this is already tedious and inevitable, a proposal software helps in other aspects, such as reducing friction in the creation process through preset templates with generic but relevant information.