Fresh Proposals Software Update – April 2022

Fresh Proposals Software Update April 22 - Proposal Cards

Fresh Proposals Software Update – April 2022 View Sent Emails in Proposal Activities You can refine your proposal email (first email with proposal link) and as you make changes on-top-of the template, you want to see exactly what was sent to the client: the subject, body, etc. With this feature, you will be able to view the details of the initiating proposal email sent to client such as Sender Receiver Subject Timestamp when a proposal was sent Content of the email Navigate to proposal summary, open proposal activities tab and look for the proposal send activity. You will notice ‘eye’...

What is Proposals Dashboard? | Fresh Proposals

Sales Proposal Dashboard

Sales proposals are necessary for companies to increase sales and grow their businesses. However, creating a sales proposal can be a daunting task. It is important to have a well-organized and thought-out proposal to make the best impression on potential clients. In the sales process, it can be frustrating when you don't have information at your fingertips. One way to help organize and improve your sales proposal is to use a dashboard. In the digital age that we live in, we all want information at a glance, and that is exactly what a dashboard gives.  Dashboards can help alleviate this...

4 Advantages of Proposals Dashboard to Grow Your Business

Proposals Dashboard guide

I don't think it is not an exaggeration to say that an excellent proposals dashboard can significantly change how your sales proposal process operates. There are hundreds of moving parts in your sales proposal process that impact your overall performance. A proposals dashboard highlights these occurrences using simple, real-time data visualizations. For vehicles, you can immediately see the speed of your driving,  how much fuel you have in your vehicle tank, and so much more. In a much similar way, the function of a proposals dashboard is to provide real-time information related to a...

16 Proposals Dashboard Examples, with KPI that You Should to Monitor Regularly

Proposals Dashboard Examples - Performance Trend

Data is one of the most valuable assets in today's modern and competitive business world. Especially when applying practices like sales growth, because decisions regarding sales strategies and approaches are mostly data-driven. However, data is meaningless unless it is structured and organized. To evaluate and use the information for growth you must know exactly what you're searching for and where to seek for it. Thankfully, there are data dashboards, which are centralized platforms that display the metrics/parameters that are important to your sales. The "proposal intelligence dashboard"...

Proposals Dashboard – Complete Guide with examples

Proposals Dashboard guide

We live in a competitive business environment, it has become more competitive than ever seen before. You can’t get lucky everytime and do better than others. You need to identify precisely what is working right, wrong. Once you know what is working, what is not, you can do the course correction and measure results again: with this approach no one can stop you from growing your business. To know precisely ‘what is working right/ wrong’ in your sales, you need to measure your sales numbers, processes on various parameters. As they say, What gets measured, gets done. Identifying the set of...

What is Tiered Pricing? Proposal Pricing Guide

Tiered Pricing

Product/ services pricing Pricing strategies are integral to the success of a business. In fact, one third of a company's profits come from product pricing strategies. The question is not whether or not to use pricing strategies, but rather which pricing strategy will work best for a business' goals and objectives. Pricing strategies can be used in many different ways depending on what type of products you sell. For example: Tiered pricing - A form of price discrimination where customers pay more than they would if there were no tiers. This may include discounts based on quantity...

Fresh Proposals Software Update – January 2022

Fresh Proposals Software Update - Jan 2022

Fresh Proposals Software Update – January 2022 Textflow Section You will be able to add a new type of section in the proposal or template editor. It allows you to keep editing text content and it will automatically flow to next page.   You will notice a new option above Upload PDF to add a Textflow section   As you will add the Textflow section, it already has a textbox added to it. While you can add other content blocks from the side bar, the default textbox will remain part of the textflow section. You can copy-paste your text or keep typing text content, as you will reach to...

Why Use Proposal Software?

why use proposal software

What is proposal software? Proposal software is used to organize and streamline the process of writing proposals. It saves time, provides efficient work space, and boosts productivity. Most proposal software offers document templates, timelines, and progress tracking. These features give you everything you need for proposal production in one place. Features of a proposal software Proposal creation software has a lot of features that can be beneficial for anyone who needs a tool to help them create proposals. For example, it is simple and quick to use but still allows for deep...

A Complete Guide to Electronic Signatures

Guide to electronic signatures

Guide to Electronic Signatures Electronic signatures are a convenient and efficient way to provide your signature on a document. They eliminate the need for ink, paper, or a mechanical device such as a rubber stamp. The use of electronic signatures is becoming more popular as technology becomes more advanced and more industries realize the benefits of this method of signing documents. The article covers the main topics of electronic signatures. Electronic signatures are an integral part of managing business operations in the 21st century. As technology has evolved, electronic signatures...

Fresh Proposals Software Update – November 2021

Fresh Proposals Software Update - Nov 2021

We have few integration + enhancements to Fresh Proposals this month.. Now, here are some of the Fresh Proposals Software Update – October + November 2021 Fresh Proposals Software Update – October + November 2021 Dropbox Integration   You wanted to automate storing of signed sales documents using Dropbox. Presenting Fresh Proposals integration with Dropbox. You can select desired folder in Dropbox wherein you would like to store all documents signed using Fresh Proposals and enable the integration to do the automated upload work. Once all signees sign the proposal/ sales document,...

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