# FigsFlow Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about FigsFlow Software - reviews, pricing plans, popular comparisons to other Client Onboarding products and more.

Source: https://www.capterra.com/p/10027511/FigsFlow

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# 

 FigsFlow Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)

FigsFlow

## What is FigsFlow?

Built by accountants, FigsFlow automates proposal generation, engagement letter creation, pricing management, and more. It helps accountants, bookkeepers, tax advisers, and client onboarding software users get professional proposals and engagement letters in seconds. FigsFlow aims to streamline workflows and client onboarding for accounting, bookkeeping, and tax advisory firms.

## What is FigsFlow used for?

[Client Onboarding](https://www.capterra.com/client-onboarding-software/)[Proposal Management](https://www.capterra.com/proposal-management-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Starting price

£8

Flat Rate, Per Month

Free trial  
available

Includes Free Version

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Do you work for FigsFlow?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://figsflow.com&name=FigsFlow)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### FigsFlow

0.0

VS.

[4.8 (49)](https://www.capterra.com/p/10019610/Motion-io/reviews/)

Starting Price

£8

Flat Rate, Per Month

Starting Price

$49

Per User, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.8 (92)

Value For Money

0.0 (0)

Value For Money

4.8 (89)

Customer Service

0.0 (0)

Customer Service

4.8 (89)

## FigsFlow alternatives

[4.7 (127)](https://www.capterra.com/p/232772/Rocketlane/reviews/)

Starting price

$19.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

99%

of reviewers

rated it above 4 stars

[4.7 (683)](https://www.capterra.com/p/162588/HoneyBook/reviews/)

Starting price

$36.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[4.7 (652)](https://www.capterra.com/p/135004/Process-Street/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

Highest Rated

[4.9 (271)](https://www.capterra.com/p/144329/Time-To-Pet/reviews/)

Starting price

$50.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

98%

of reviewers

rated it above 4 stars

## FAQs about FigsFlow

Overview

### What company size and specific industries is FigsFlow built for?

FigsFlow is designed for accounting service firms of any size, especially small to mid-sized practices that prepare engagement letters, professional proposals, and pricing estimates. It is built for accounting professionals and related firms that need regulatory compliant documents and standardized client-facing materials.

Features and Usability

### What are the key features of FigsFlow?

FigsFlow offers proposal generation, RFP management, and document generation for creating client-facing materials. It also includes client management tools such as a client database, client portal, and client tracking, plus onboarding, electronic forms, and electronic signature. Reporting & statistics, activity tracking, reminders, and third-party integrations support ongoing operations.

Pricing

### How much does it cost and what fees or limitations are included?

FigsFlow starts at £8 per month for the Starter plan for 1 user, and includes a free trial. Essentials costs £24 for 3 users, Standard is £60 for 5 users, and Professional is £120 for 10 users. Starter includes up to 100 contacts; Professional allows up to 1,200 contacts.

Integrations

### Which third-party tools and platforms does FigsFlow integrate with?

FigsFlow integrates with HubSpot CRM, Outlook4Gmail, QuickBooks Online, Xero, and Zapier. The catalog spans CRM, email, accounting, and automation tools, giving FigsFlow connections to core business platforms used for contact management, billing, and workflow automation.

Getting Started and Support

### What training and onboarding options does FigsFlow offer?

FigsFlow provides live online sessions, webinars, documentation, and videos to help teams get started. Live online sessions and webinars support guided instruction, while documentation and videos offer written and visual reference materials for self-paced learning and setup review.

Getting Started and Support

### What customer support options does FigsFlow offer?

FigsFlow provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and Chat. No reviewer feedback about support is available here, so no user experience claims can be made. The listed channels indicate multiple ways for customers to seek help and self-serve information.

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Client Database

Electronic storage of stakeholder contact information

Client Management

Manage contact details and communication with clients

Client Portal

Private online space that lets businesses securely share documents and provide information access to clients

FigsFlow 25 features

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Track and document all activities across devices, networks, and other systems

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Electronic storage of stakeholder contact information

Manage contact details and communication with clients

Private online space that lets businesses securely share documents and provide information access to clients

Track all company interactions with current clients

Provides a channel for team members to share AI models, media files, communicate, and work together

Import and export data to and from software applications

Protect sensitive data for digital privacy

Custom forms to streamline repetitious aspects of a document

Store, manage, and track all electronic documents in a centralized location

Digital forms that are shared and accessed online

Digitally sign online documents

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Accept and process online payment transactions

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Create proposals based on costs of labor and materials

Timed notification for any upcoming task, deadline, appointment, or activity

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Monitor sales and make necessary adjustment in order to increase demand and revenue

Manage and process incoming documents detailing requests for proposals

Track the status and progress of tasks

Sample files or documents that could be customized as needed or used as is

Set up connections to third-party platforms to improve business processes

## Pricing

Free Trial

Starter

£8.00

Flat Rate,Per Month

It includes:

-   Proposal and engagement letter templates compliant with regulations
-   Access to customizable proposal and engagement letter templates and service line items
-   Upto 100 contacts

Essentials

£24.00

Flat Rate,Per Month

It includes:

-   Automated Pricing module
-   Proposal and engagement letter development
-   Upto 250 contacts

Standard

£60.00

Flat Rate,Per Month

It includes:

-   upto 75 Letter of Engagements per month
-   Upto 600 contacts

Professional

£120.00

Flat Rate,Per Month

It includes:

-   Ability to add upto two firms/workspace in one account
-   Third party integrations
-   Upto 1200 contacts

## Integrations

[

QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)[

HubSpot CRM](https://www.capterra.com/p/152373/HubSpot-CRM/)[

Xero](https://www.capterra.com/p/120109/Xero/)[

Zapier](https://www.capterra.com/p/130182/Zapier/)

## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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