We released multiple features, enhancements and bug fixes to Fresh Proposals software in this months, listing some of those here.   Copy block to next/ previous page It happened to few users who added a content-block to a page, worked on it only to realized that they incorrectly added it to a different page. Yes, there was an option to add this block to snippet library and re-use to desired page. But it was not idea; hence we introduced this enhancement. Now you can copy a content block from current page to next page or previous page. Just revisit/remind: You can also do a similar...

We pushed many update to Fresh Proposals software in last couple of months, listing some of the features, enhancements release here. Onboarding services Previously onboarding and customization services for users of the software was available on request and we helped our users set up their accounts and created custom designed templates for them to use. With this version, we have started offering onboarding-customization service along with the initial account upgrade. Please contact your account manager if you need any assistance with these services. Stripe recurring payment processed - Get...

Update: Included latest screenshots. Preview Client Payment Now you can preview the payment details which your client will see when they initiate payment while signing your proposal or engagement letter or similar documents. Previously, when you specified % of proposal value to be collected as advance, you would not know exactly how much amount client was going to pay, how the payment flow would look like for clients. These buttons in classic client view and the new client view are enabled so that you can check/preview the advance amount client will be prompted to pay. You can be sure...

Immutable proposals With this update, we have moved to the next level to make the signed proposal/contract documentation highly reliable and legally binding. Fresh Proposals already restricts editing proposals once it is completely executed (signed/ accepted). With this new update/ feature, the proposals and other kinds of documents generated & signed using Fresh Proposals will turn into completely immutable (can not be changed). Technically speaking, now onwards content of Accepted, Signed or Rejected proposals will be retained separately. It also means the content in the online...

Enable Buy Now Pay Later (BNPL) for your clients Fresh Proposals now supports 'Buy now pay later' (BNPL) payment options using Klarna, Affirm enabled with Stripe integration. You can enable this option in Fresh Proposals and in your Klarna/Affirm connected Stripe account. Once enabled, your client will see Klarna/Affirm payment option in the payment option as shown below. The next step shows further options for the client to pay. Clicking payment option shows other set of options.   Improved top ribbon in case of new client UI We have improved the new client view UI. In the new...