What is Bright Propose?
BrightPropose is an accounting proposal software designed for accounting firms to create branded, professional proposals in minutes. It helps firms set accurate fees, streamlines client onboarding, and integrates with BrightManager for smooth workflow management. With BrightPropose, accountants can quickly customize proposals, automate engagement letters, and offer clients an easy way to review and accept proposals online—saving time and increasing profitability.
Who Are Bright Propose Software Suitable For?
BrightPropose software can be considered by companies looking to streamline client onboarding, automate pricing, and maintain a professional brand image in their proposals. It is particularly useful for:
- Accounting firms to create professional proposals quickly, helping them enhance the client experience.
- Bookkeepers to streamline proposals and engagement letters, making onboarding easier.
- Financial consultants who need a fast, accurate way to price services and present them professionally.
- Small and medium-sized practices that want a straightforward, budget-friendly tool for proposal management and client onboarding.
Bright Propose Pricing Plans
BrightPropose has a clear and simple structure. There are three paid plans that can suit accounting firms and financial professionals with different business development levels. Here’s a detailed look at each plan:
Basic Plan
- Cost: £50 per month / £600 per year
- Proposals: 5 proposals per month or 60 proposals upfront
- Users: Unlimited users
It also allows you to pay £15 per proposal if you don’t need a monthly plan. This plan may be suitable for small practices or businesses that are just starting with proposal software.
Essentials Plan
- Cost: £100 per month / £1200 per year
- Proposals: 20 proposals per month or 240 proposals upfront
- Users: Unlimited users
This plan is worth considering for growing accounting practices that must create a steady stream of monthly proposals. This plan offers great value for teams needing to generate more proposals without worry.
Advanced Plan
- Cost: £150 per month / £1800 per year
- Proposals: 35 proposals per month or 420 proposals per year
- Users: Unlimited users
You can contact BrightPropose for pricing for more than 35 monthly proposals. It can be a good option for larger firms or practices with high proposal volumes.
Each plan is designed to support firms of various sizes, and you can choose the one that best aligns with your proposal volume and business needs. Plus, you can scale or adjust as needed with no contracts required.
Bright Propose vs. Cone - Which One Offers the Best Value for Money?
When comparing Bright Propose and Cone accounting proposal software, it’s clear that both tools offer great value, but Cone stands out among the best proposal software for accounting and bookkeeping practices. Cone provides more than a proposal software; it offers a unified solution that includes engagement letters, billing and invoicing as well. This means accounting or bookkeeping firms don’t need to invest in multiple tools. Cone integrates everything you need, streamlining your workflow and saving time and money.
Cone offers two plans:
- Essentials Plan: £6.41 per user per month
- Growth Plan: £8.83 per user per month
Best Features of Cone:
Customizable Templates: Access over 40 proposal templates, such as Accounting Services Proposal Template - UK, Bookkeeping Services Agreement Template, etc.
Flexible Proposal Editor: Build proposals from scratch with a rather flexible editor that lets you focus on what makes your services different.
Document Collaboration And E-signatures: Integrate with clients or allow them to e-sign proposals electronically to simplify the process.
Billing and Payments: Transition smoothly into billing and accepting payments after creating a proposal. Cone integrates with various payment gateways, so there are no extra fees for using your preferred processor.
The Smarter Choice for Your Firm
Selecting the proper proposal and invoicing software is a strategic decision that determines the success of the endeavor in terms of the speed and revenue of your practice. While Bright Propose offers a solid, user-friendly platform tailored to accountants and financial professionals, Cone provides an even more compelling case for businesses looking for value and versatility.
Bright Propose's pricing plans and features will suit your needs if your firm thrives on creating a high volume of professional proposals needing detailed customization. However, if you're seeking a solution that does more than just proposal management—one that streamlines your entire workflow with billing, invoicing, and client management—Cone stands out as the smarter, more cost-effective choice.
So, Cone proposal software is undoubtedly the better value for your firm if you're after an all-in-one tool that enhances efficiency and saves you money in the long run.
FAQs
- Which plan is best for small firms?
Cone’s Essentials Plan at £6.41 per user offers broader functionality and better value, especially for small businesses.
- Can I customize proposals with both tools?
Yes, both Bright Propose and Cone allow proposal customization. Cone offers a highly flexible proposal editor with 40+ templates, making it easier to personalize proposals with branding and specific details.
- Can I integrate Cone with my CRM?
Yes, Cone integrates seamlessly with your CRM, enhancing client management and keeping your sales pipeline organized. This helps streamline workflows and provides a comprehensive overview of client interactions.