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Fresh Proposals Software Update – January 2024

Fresh Proposals Software Update - Jan 2024

We released host of features, enhancements and bug fixes to Fresh Proposals software in this months. Here is a preview of what is in store for you.   LawPay Integration Fresh Proposals has partnered with LawPay payment solution. This new partnership allows law firms to streamline their client onboarding workflow, from sending client proposals to collecting payment thus engaging and onboarding clients. With this integration, law firms and legal professionals, including attorneys and advocates, will gain the ability to seamlessly handle client payments within the LawPay solution....

Fresh Proposals Software Update – October 2023

Fresh Proposals Software Update - October 2023

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...

Fresh Proposals Software Update – August-Sept 2023

Fresh Proposals Software Update - Aug-Sept 2023

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...

Fresh Proposals Software Update – June 2023

Fresh Proposals Software Update - June 2023

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...

Fresh Proposals Software Update – April-May 2023

Fresh Proposals Software Update April-May2023

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...

Fresh Proposals Software Update – March 2023

Fresh Proposals Software Update - March 2023

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...

Writing Engagement Letters: Tips for 1065 Tax Preparers

Writing Engagement Letters: Tips for 1065 Tax Preparer

A Tax Engagement Letter is an essential document that outlines the terms and conditions between a taxpayer, usually a partnership firm, and their tax professional. The letter contains a detailed description of the services to be provided, the fees charged for those services, and the responsibilities of both parties involved in the engagement. It serves as evidence of an agreement between a tax professional and their client. For Partnership firms specifically, a Tax Engagement Letter is even more critical because it clarifies each partner's role and responsibility within the partnership...

Fresh Proposals Software Update – January + February 2023

Fresh Proposals Software Update - Jan+Feb 2023

Fresh Proposals Software Update – January + February 2023 Notify all signee once document is completely executed Clients can download the copy of signed document PDF even after proposer has signed the document later. The client can obviously download the proposal right after s/he has signed the document (Fresh Proposals software a link to download his/her signed copy). This update will inform all signee when a document is completely executed and it will also provide a link to download the completely executed document. Here is a screenshot displaying how a proposer is notified when a...

Fresh Proposals Software Update – December 2022

Fresh Proposals - Input Form Fields

Fresh Proposals Software Update – December 2022 Most of the update in this month have been about enhancement of existing features and bug fixes. New input form fields We have introduced Radio button Multi-select checkbox Dropdown Options in radio button: You can arrange it vertically or horizontally Set/remove options available in the radio button You can assign radio-button to client/ internal users to take action Make it mandatory for the client before accepting the proposal, contract Options for Multi-select Checkbox: You can set/unset values for the multi-select checkbox Assign...

Fresh Proposals Software Update – November 2022

Proposal Section Details Menu

Fresh Proposals Software Update – November 2022 Most of the update in this month have been about enhancement of existing features and bug fixes. Section details can be opened using section listing as well While checking section information in proposal or template editor, it wasn't obvious for many users that they can click on the section name to open its properties panel. We introduced a sub-menu on sections listing which can be accessed by clicking on the ellipsis (three dots). You will be able to view 'Section Details' in it. Clicking on this menu will display properties of a given...