Create, manage and configure proposals

IRIS Elements Proposal Manager makes it quick and easy to create consistent quotes and proposals for your prospects. You can view your proposal list, create and send a proposal, view letters of engagement, and edit a proposal.

You can also set up your own proposal dashboard and track sign-off with a full audit trail.

Find out more about IRIS Elements Proposal Manager including a video tour. Visit our Help Centre for instructions on how to create and mange proposals (opens in a new tab).

Manage your practice

Manage your tax returns and accounts