A CA firm's work often begins before any service is actually delivered. An existing GST client asks about payroll compliance, a new lead asks for a quotation on accounting and GST services, or an audit client asks for secretarial support. Before any of that work can start, the firm needs to define the scope, communicate pricing, get client approval, and make sure the work actually reaches the team. Turia has introduced Proposal Management to bring that entire path into one connected workflow.
What Is Proposal Management
Proposal Management lets a CA firm create a structured proposal for a prospective or existing client, covering the services being offered, the scope of work, pricing, terms and conditions, and any other relevant details, then get it approved digitally.
The recipient can approve the proposal digitally, and once approved, it moves directly into the firm's operational workflow. On Turia, an accepted proposal can convert into a Task and into an Invoice, creating a complete path from business enquiry to work execution to billing.
The Problem: Five Disconnected Tools
The real problem isn't creating a proposal, it's what happens after the client accepts it. A single client request typically passes through disconnected tools before work actually starts: a phone call or WhatsApp message for the enquiry, a Word or Excel quotation, an email to send it, an email reply or WhatsApp message for approval, a manual message to assign the work, and a separate entry in accounting software for billing.
Each handoff is a place information can get lost between the person who sold the engagement and the person who has to deliver it, and none of it is visible to a partner trying to track how many proposals are out, pending, or accepted but not yet started.
| Activity | Traditional Method |
|---|---|
| Client enquiry | Phone, WhatsApp or email |
| Proposal | Word, Excel or a manually built PDF |
| Sending | |
| Approval | Email reply, WhatsApp message or a verbal yes |
| Work assignment | A manager manually messages the team to start |
| Billing | Entered again, separately, in accounting software |
| Follow-up | Excel trackers and manual reminders |
How It Works in Turia
Turia's Proposal Management feature brings the entire workflow, from creating the proposal to getting it approved to starting the work, into one system.
Create a proposal
Prepare a structured proposal for a lead or an existing client, covering services, scope of work, pricing and terms.
Send it digitally
The proposal is sent to the recipient electronically instead of a Word document or PDF over email.
Get recipient approval
The recipient reviews and approves the proposal using email OTP verification, a simple, structured digital acceptance.
Convert it into a task
Once accepted, the proposal converts directly into a task, and the operations team can start work immediately.
Convert it into an invoice
The same accepted proposal can also convert into an invoice, so commercial details flow straight into billing.
Proposal to Task to Invoice
The real value is that the stages stay connected instead of being managed separately. Once a proposal is created, it can move through approval and straight into delivery and billing without re-entering the same information at every step.
Why CA Firms Need It
Every additional service a client requests is a new commercial engagement, and without a formal proposal process, it's easy to lose clarity on what's included, what was agreed, and whether the client actually approved it.
Every new service needs clear commercial approval
An existing GST client asking for income tax filing, TDS compliance or company incorporation is a new commercial engagement. Without a formal proposal, it's unclear what's included, what price was agreed, and whether the client has actually approved it.
It prevents scope confusion
"We thought the annual fee included all ROC filings" is a scope dispute that a documented proposal prevents. Recording the agreed scope in the client record before work begins protects both the firm and the client.
It creates a more professional client experience
Clients increasingly expect a proper digital proposal they can review and approve, not an informal price quoted over WhatsApp. That matters more as a firm grows and wants a consistent client experience.
It removes the approval back-and-forth
Instead of a PDF sitting unanswered in an inbox until someone follows up, the recipient can approve the proposal directly, and that approval is captured with email OTP verification.
This matters more as a firm grows
A firm with 10 partners and managers, 50 employees, 1,000 clients and hundreds of additional service requests a month can't answer "how many proposals are pending" or "which accepted proposals haven't started yet" from memory or a spreadsheet.
Email OTP Approval, Explained
Recipients approve a Turia proposal through email OTP verification: the firm sends the proposal, the recipient reviews it and chooses to approve it, an OTP sent to their email confirms that action, and the proposal's status updates automatically.
This gives the firm a clear, structured acceptance record instead of a WhatsApp message, an email reply that has to be found later, or a verbal "yes, please proceed" that someone has to remember and pass along.
Connecting Sales, Operations and Billing
In many CA firms, the person who agrees the engagement with the client isn't the person who delivers it, and without a shared system, the operations team is often missing the exact scope, timeline, pricing or special conditions that were promised.
An accepted proposal that just sits in an inbox as a PDF isn't actionable. Turia converts it directly into a task, so the transition from "client said yes" to "team has started working" doesn't need a manual handoff. The same proposal converts into an invoice too, so the pricing and service details entered once at proposal stage don't have to be typed again by the billing team.
A Simple Example
An existing client says: "We're expanding and need payroll compliance for 25 employees." Traditionally, the firm would discuss requirements, prepare a Word quotation, convert it to PDF, email it, wait for a reply, manually inform operations, create tasks, and separately create an invoice, often involving several people re-entering the same information.
With Turia, the firm creates the proposal, sends it to the client, the client approves it using email OTP, the accepted proposal converts into a task, work gets assigned to the team, and the same proposal converts into an invoice. It stays one connected workflow instead of several disconnected handoffs.
Frequently Asked Questions
What is Proposal Management in Turia?
Proposal Management is a Turia feature that lets CA firms create structured proposals for leads or existing clients, covering services offered, scope of work, pricing and terms, send them digitally, and get them approved online.
How does a client approve a proposal in Turia?
The recipient reviews the proposal and approves it using email OTP verification. The OTP confirms the recipient's action and the proposal's status updates automatically, giving the firm a structured acceptance record instead of a verbal or WhatsApp yes.
What can an accepted proposal be converted into?
An accepted proposal can be converted directly into a Task, so the operations team can start work immediately, and into an Invoice, so the agreed pricing flows straight into billing without re-entering it.
Why do CA firms need a structured proposal process instead of email or WhatsApp?
Because a single client request otherwise moves through disconnected tools (phone or WhatsApp for the enquiry, Word or Excel for the quotation, email for sending, an email reply or WhatsApp message for approval, a manual message to assign work, and separate billing software for the invoice), and information gets lost between sales and operations along the way.
Does Proposal Management replace the firm's billing process?
No. It connects to it. An accepted proposal converts into an invoice inside Turia, so the commercial information entered once in the proposal doesn't need to be typed again at billing time.
Is Proposal Management live on Turia now?
Yes. CA firms on Turia can create proposals, send them digitally, collect email OTP approval, and convert accepted proposals into tasks and invoices today.
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