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Sneha J

November 09, 2022

7 Documents You Can Create in Fresh Proposals in Addition to Business Proposals

Documents You Can Create in Fresh Proposals

Fresh Proposals offers a wide range of templates for different types of businesses. Whether you’re a freelance graphic designer or a large corporation, there’s a template that’s perfect for your needs. And if you can’t find a template that fits your exact requirements, you can always create a custom one.

The best part about Fresh Proposals is that it’s easy to use. You don’t need any design experience to create a stunning proposal. Our templates are professional and eye-catching, and they can be easily customized to fit your brand’s unique style. Plus, our drag-and-drop editor makes it easy to add or remove sections, so you can create a proposal that’s perfect for your specific project.

But along with the proposals, did you know that you can also use the Fresh Proposals to streamline your entire sales process?

Yes, you heard it right!! With Fresh Proposals, you can create custom templates for other business documents too, so you don’t have to start from scratch every time. 

Each of the templates are100% customizable. Although we have provided a sample copy in each template, you can easily change the content that suits your client’s requirements.

So what are you waiting for? Get started today and see how Proposify can help you take your business to the next level!

Here’s a list of 7 sales document templates other than proposals that you can create with Fresh Proposals.

7 Sales document templates you can create with Fresh Proposals.

Non-disclosure Agreement

Non-disclosure agreement

A non-disclosure agreement (NDA) is a document that establishes a confidential relationship between two parties. The NDA defines what information the parties may share with each other and imposes confidentiality obligations on the receiving party. The NDA also sets out the circumstances under which the information may be used. 

NDAs are commonly used in business transactions, especially when one party wants to protect its trade secrets or other proprietary information. An NDA can also be used to protect other sensitive information, such as financial data or personal information. 

If you are considering disclosing confidential information to another party, you should have an NDA in place to protect yourself. An NDA ensures that the receiving party will not disclose your information to anyone else without your permission. It also gives you the right to take legal action if the other party breaches the agreement.

When your company has to protect any sensitive information, such as product designs, customer information, marketing strategies, or other competitive secrets, you can use this non-disclosure agreement template, often known as a confidentiality agreement.

Employment Onboarding Contract

employment onboarding contract

An employment onboarding contract is a legally binding agreement between an employer and an employee. The contract outlines the expectations, rights, and responsibilities of both parties. It is important to have an employment onboarding contract in place to protect the employer from any legal liability. The contract also ensures that the employee understands their role within the company and what is expected of them.

When you’re employing a new employee, you can use this employment contract. It includes information on the job and the terms of employment, such as the start date, pays, leave, and benefits, as well as the obligations of both the employer and the employee.

Contract Templates

Contract Templates

In business, a contract is a legally binding agreement between two or more parties that creates obligations between them. The purpose of a contract is to set forth the terms of the agreement and to provide certainty and predictability for both parties. A contract can be oral or written, but it is typically best to have a written contract so that there is no dispute about what was agreed upon.

Fresh Proposals offers 20+ contract templates for a variety of businesses. You can use these contract templates when you are entering into a business transaction with someone.

Statement of Work (SoW) Templates

A statement of work is a document that outlines the scope of a project or engagement. It is important because it sets expectations for all parties involved and helps to prevent scope creep. A well-written statement of work will help ensure that everyone understands the objectives of the project and what needs to be done in order to complete it successfully.

A statement of work should include a clear description of the deliverables, milestones, and timeline for the project. It should also identify who is responsible for each task and how much they will be paid. Having this level of detail upfront can help avoid misunderstandings and disagreements down the road.

You can use these statement of work (SOW) templates to lay out the details of any new project. It addresses things like project objectives, deliverables, cost, the company’s and the client’s roles, and responsibilities, timetables, payment schedules, and conflict resolution.

Quotes

SoW Templates

The best sales quotes are those that are tailored specifically to the customer’s needs. This means taking into account the customer’s budget, timeline, and any other special requirements that they may have. A good salesperson always takes the time to create a custom quote for each and every customer – it’s just good business practice.

There are scenarios in which you might not need a complete proposal, and you just need to send the estimates for your products or services. Our client quote templates can help you in putting together information about your services, prices, and payment terms.

Change Request Templates

Change Request Templates

A Change Request form is a document that is used to request a change to be made. The form should include the reason for the change, what needs to be changed, who will make the change, and when the change should be made. The Change Request form is important because it ensures that all stakeholders are aware of the proposed change and agree to it before it is implemented. This helps to avoid any confusion or conflict that could arise from making a change without everyone being on board with it.

Using our pre-made, pre-designed change request templates, Fresh Proposals help you write a change request form in a matter of minutes. Every change request template is professionally designed. All templates are ready-to-use, easily customizable, and contain eSign to close the deal quickly using Fresh Proposals software.

Engagement Letter Templates

Engagement Letter Templates

An engagement letter is a formal document that outlines the terms of an agreement between a professional services firm and a client. The letter should spell out the nature of the work to be performed, the responsibilities of each party, the fee arrangement, and any other important details.

Engagement letters help to ensure that both the firm and the client are clear about the expectations for the project. This can help to avoid misunderstandings and potential disputes down the road. Having everything in writing can also provide protection in case something goes wrong.

For these reasons, engagement letters are an important part of doing business for any professional services firm. If you’re not already using them, be sure to start incorporating them into your practice.

Our engagement letter templates can help you in putting together the information on the services to be provided, the fee structure, and the length of the engagement with the client.

Conclusion

In conclusion, there are 7 sales document templates other than proposals that you can create with Fresh Proposals. These include: Contracts, Quotes, Engagement Letters, Statements of Work, Change requests, and Agreements. Each template has a specific purpose and can be customized to fit your needs. Choose the template that best fits your purpose and get started today.

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