Fresh Proposals Software Update – October 2022 Set Document Signee Right on The Page Fresh Proposals allows users as well as clients to sign the document by clicking on the signature box assigned to them. If you are keeping track of updates, you would have noticed this. Your clients are already using it. In this update, we have enabled you to set document signatory right on the page. While you could always assign the signee by clicking on the signature box and on the right side panel set signee for it. This enhancement will enable you to set signee right where you see the signature box in...

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 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...