Fresh Proposals Software Update – Sept 2021

Fresh Proposals Software Update - Sept 2021

We have few integration + enhancements to Fresh Proposals this month.. Now, here are some of the Fresh Proposals Software Update – Sept 2021 Fresh Proposals Software Update – Sept 2021 Trello Integration Now you can automate project management based on proposal acceptance/signing using Trello. Presenting Fresh Proposals integration with Trello. You can connect your Trello account with Fresh Proposals While connecting your Trello account with Fresh Proposals, you can review the permission required for the integration to work Once connected, you can select which board and list to be used to...

Fresh Proposals Software Update – Mid August 2021

Fresh Proposals Software Update - August 2021

As we are gearing up for massive update next month, there are set of enhancements we have pushed in last month as well as this month. I am really happy to share these update here. Now, here are some of the Fresh Proposals Software Update – July + Mid August 2021 Fresh Proposals Software Update – Mid August 2021 Copy page to another section in current proposal/template Some of you wanted to copy a page from one section to another. Now you can use this feature to copy a page and all of its content to another section in the same proposal or template. As you click on the icon showed above,...

Fresh Proposals Software Update – June 2021

Fresh Proposals Software Update - June 2021

I am really happy to announce recent update to Fresh Proposals software that we worked hard in month of June 2021. Quick Recap of (Previous) May 2021 Update We released May update of Fresh Proposals software with new features such as Xero integration, , detailed proposal interaction analytics, lock blocks, payment reminder, redirect URL after proposal is accepted, RTL interface, etc. In the month of June we have added new integration, quite a few new features and enhancement as well as templates to Fresh Proposals software. Now, here are some of the Fresh Proposals Software Update – June...

Fresh Proposals Software Update – May 2021

Fresh Proposals Software Update - May 2021

I am really happy to announce recent update to Fresh Proposals software that we worked hard in month of May 2021. Quick Recap of April 2021 Update We released April update to Fresh Proposals software with new features such as importing PDF, Pricing packages, page design settings, upload signature image, etc. This month we have added lot of features and enhancement to Fresh Proposals software. Now, here are some of the Fresh Proposals Software Update – May 2021 Fresh Proposals Software Update – May 2021: New Features Xero Integration Fresh Proposals can be integrated with Xero accounting...

Fresh Proposals Software Update – April 2021

Fresh Proposal Software Update – April 2021

  After releasing March update to Fresh Proposals software with improvement such as multi-signatory for a document, integrations with tools like CRM: Salesflare, Pabbly, etc. We have made significant addition of features and enhancement to Fresh Proposals software. Here are some of the Fresh Proposals Software Update – April 2021 Fresh Proposals Software Update – April 2021 : New Features  Pricing Packages You wanted to offer your product/services pricing to your clients as packages e.g. Silver package, Gold package, Platinum package or Starter, Professional, Business package. You...

Fresh Proposals Software Update – February 2021

Fresh Proposals Software Update - February 2021

After releasing January update to Fresh Proposals software with improvement to Fees table structure, proposal listing-filtering, etc; we took up performance related issue and new features like Input field so that client can submit information, multiple internal signatory/ setting eSignee apart from proposal writer, currency display in price column of a Fees table along with locale based number format. Here are some of the Fresh Proposals Software Update – February 2021 Input Field "To allow clients enter/submit information while they accept the proposal" - this feature has been requested...

Save and Reuse Content Block(s) From the Fresh Proposals Snippet Library

Fresh Proposals Snippet Library

The biggest challenge of developing a proposal is not proposal content... it's time. When it comes to creating a sales proposal, time and putting a development workflow in place are crucial. In order to keep up with the rapidly changing demands of sales proposal design, it is increasingly important to make your workflow as efficient as possible.  So what can you do to optimize your workflow?- One-word Snippets.  With snippets, you can build proposals more easily and more quickly than ever before.  Fresh Proposals is power-packed with features and because of that many of them are...

How to Manage Sections from the Fresh Proposals Section Library

Fresh Proposals Section Library

What is a section library? Sections Library is your centrally located, go-to place for managing proposal content. You can reuse sections in the content library in different proposals and templates. It gives you the opportunity to manage frequently used sections (e.g. About Us, Fees/Investment) and create variations i.e. repurpose them for a different set of clients or industries.  The value of section library Developing a perfect section for your proposal every time is a tedious and time-consuming task. Your sales team’s time is valuable and they won’t want to waste it doing repetitive...

Fresh Proposals Software Update – January 2021

Fresh Proposals Software Update - January 2021

Even before releasing recent major update to Fresh Proposals software with Stripe integration, multiple-languages support for client view, we got quite a few enhancement requests from users and we have started prioritizing those. It is amazing to see that each feature enhancement and bug fixes mentioned here is a driven by users and customers. Email Signature html code support Team members can set their email signature in My Account > My Signature. Now you can add html code in the signature as well.   Fees Table - more space for title, reorgnized columns We are redesigning Fees...

Know When Your Proposal is Opened and Accepted with Fresh Proposals Email Notifications

Fresh Proposals Email Notifications

In the past, it was normal to have absolutely no idea about what happened after sending your sales proposal. Did the prospective client receive my proposal? Or is it lying in their spam folder? Or did they even open and check?  No one knew...until now. Now in this digital selling environment, we are blessed with tools that immediately tell us when the prospective client opens your email, clicks on the links, or views the attachments if any.  Email alert notifications give us the power to build and maintain buyer relationships and develop a value-creating conversation with your prospective...

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