Convert proposal to client

Set it up once

Turn Convert proposal to client on for the services you deliver. Remindoo applies your practice defaults — owners, deadlines, templates and reminders — so you are not starting from a blank screen.

Run it day to day

Your team works in proposals & engagements as normal. Convert proposal to client keeps the detail attached to the right client and job, and updates everyone automatically when something changes.

See the whole picture

Everything feeds the dashboards and reports, so partners can see capacity, deadlines and progress across the practice without chasing anyone for an update.

Less admin

Stop rebuilding the same job in spreadsheets. Convert proposal to client removes the manual steps your team repeats every week.

Nothing slips

Deadlines, owners and next actions stay visible, so nothing sits waiting on somebody remembering it.

One source of truth

Part of 82 connected features — the same client record powers tasks, billing, documents and reporting.

What is Convert proposal to client in Remindoo?

Convert proposal to client sits inside the Proposals & Engagements module of Remindoo, the practice management platform for US accountants and CPAs. It works off the same client record, workflows and reporting as the rest of the platform, so nothing has to be re-keyed between tools.

Which plan includes Convert proposal to client?

Convert proposal to client is included on every Remindoo plan, starting with Core — there is no add-on cost.

How long does it take to set up Convert proposal to client?

Most practices have Convert proposal to client running on the same day. Import your clients, pick the services you deliver and Remindoo configures the defaults for you — you can then adjust templates, owners and deadlines as you go.

Can I try Convert proposal to client before paying?

Yes. Every Remindoo account starts with a 60-day free trial with full access to your plan, so you can run Convert proposal to client against your real client list before committing.