Fresh Proposals Software Update – Mid-Sept 2022

New Document Templates - Sept 22

Fresh Proposals Software Update – Mid Sept 2022 Request Client to Pay First to Sign The Proposal What is Pay First? While not all clients pay advance during the proposal stages; we have a set of users who request clients pay advance at the time of signing the proposal/ contract. There is a section of users who wanted to collect advance payment before client can sign the proposal/contract. It may sound counter-intuitive to some professionals but it is not uncommon to collect advance before signing the proposal/ contract. Advantages This practice reduces the frustration that comes with...

Fresh Proposals Software Update – August 2022

Client View with Input fields Date Picker

Fresh Proposals Software Update – August 2022 Allow Your Client to Enter Date - Date Picker in Your Proposal In your proposal you would like to ask your client when s/he wants to start the engagement.  If you are in hospitality industry, you may want your client to enter specific date of travel/arrival. For legal documentation, you may want your client to enter date of establishment of its business. In short, there are use cases for you to enable your clients enter date in the proposal. Now you can allow your clients to enter date in your proposal while signing the document. As a part of...

Fresh Proposals Software Update – June-July 2022

Fees Table - Weekly Recurring Fees

Fresh Proposals Software Update – June-July 2022 Include Checkbox in Your Proposal As a part of the June-July update, we have introduced an Input block for your clients to tick-through. Yes, it is a tick box / Checkbox. Since the Tick box is in addition to the Input Textbox block, we have updated the toolbar to have multiple input blocks. When clicked, it displays a nested menu as shown below. Once a checkbox is added to the proposal, you will be able to set its properties, look & feel. You can place checkbox/ tick-box on a given page, add text around it. You can set properties of the...

How to write an engagement letter?

what is an engagement letter?

What is an engagement letter? An engagement letter is a formal document that is used to announce the formation of a business relationship between two entities. This document typically contains information about the company, the individual(s) involved, the terms of the agreement, and any other relevant details. The letter typically serves as a binding contract between the firm and its client. It sets forth the terms and conditions under which the firm will provide services. When businesses and clients agree to cooperate on a certain project, they frequently use an engagement letter to...

What is a Statement of Work?

What is a statement of work

Statement of Work (SoW): What is it? An essential part of any successful project is a clear statement of work. A statement of Work (SOW) is a contractual agreement between two or more parties that sets out the terms and conditions of a task, service, or project.  A statement of work (SOW) is a document that outlines the specific tasks, responsibilities, and deliverables required to complete a project. It is essential for communication between clients and contractors, ensuring that everyone understands exactly what is expected of them and when it is due.  While not mandatory, using an SOW...

What is a change request?

what is a change request

Change is unavoidable. A change request is common in project management when a customer wishes to add or modify the agreed-upon deliverables of a project. Such modification might include an extra feature, customization, or a service extension. Because change requests go outside the scope of agreed services, the client is usually required to pay additional resources necessary to manage the change requests. This article will explain what is a change request and discuss what should you include in a change request form. What is a change request? The changes during the project lifecycle can...

Fresh Proposals Software Update – May 2022

Assign Signature Role in Template Editor 1

Fresh Proposals Software Update – May 2022 Proposal Roles Two use cases have been shared & highlighted for the implementation of Proposal Roles in Fresh Proposals [A] Auto-assignment of signatures when a proposal is created using template [B]. Allow signee to be changed without editing proposal   Let's look at the two use-cases one by one. [A] Auto-assignment of signatures when a proposal is created using template The first use case is straightforward. Typically a proposal template has single client contact and a proposer as signatories. Previously, template editor would not...

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...

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