Powerful Proposal Software Features to
Sign More Deals & Grow Your Sales
Impress Your Clients & Trash Your Competitors
Use Precise Intelligence to Close More Deals
We have been there and got frustrated 🙁 After emailing proposal PDF to prospects, we struggled to know simple thing like ‘whether prospect has checked our proposal or not’. It is frustrating to say the least; lack of insights prevents you from acting/responding fast and ultimately you may lose the business.
Fresh Proposal is made for smart, savvy sales pro & marketers like you, to get actionable proposal insights. Grab it & achieve the results you want.
Get precise intel about how prospects interact with your proposals. Once prospect opens your proposal, know detailed insights in terms of how many times s/he has viewed proposal, which all pages viewed, how long, etc.
A dedicated page for proposal analytics and in-depth data. You can also check how much time has passed since prospect has last-viewed your proposal. You can take most suitable and pro-active action based on this information.
View and track your sales performance in terms of number of proposals sent, accepted, revenue as per accepted proposal, category-wise performance in a given year and important proposal activities in the dashboard.
Email Alerts Notification
With email alerts/notification, you will never miss the action. Receive emails whenever prospects open your proposals and accepts it. Smart sales managers are prudent to act on such notification
Track All Proposals
Get a holistic view to all sales proposals managed by your company. Know which category has how many proposals in Draft, Sent / Waiting for approval or approved proposals. What is the value of proposals in each category, each state
Set and Track Goals
Set a revenue target for your company for a given year. You can track performance of your sales team against the revenue target set. Easy to read dashboard will compare your revenue goals vs actual proposal revenue
Create Beautiful Proposals – Quick and Easy
No one should receive ugly looking proposals. Certainly not your prospects. No more struggling with MS Word document and designers requests.
Fresh Proposals gives you the powerful editor and easy to use controls. Choose one of our stunning pre-built proposal templates, customize it to your preference, and start converting your prospect with style.
100% Customizable Templates
First impression counts. Create beautiful, engaging proposals from pre-made designed templates. You can completely tweak these templates, 100% customizable. Create your own templates, knowing what worked really well.
Use from various drag-drop blocks such as textbox, images, rectangles, signatures, videos, fees table, content table, etc. You can position those as you would like.
Content Library, Reusable Sections
Want to use existing section from other template or proposal? No problem. Simply save it to content library and use it in desired proposal or template. Saves a lot of time. You can also keep updating the proposal and revert to saved copy in the content library if something goes wrong.
The most used block/ component in any proposal. You can drag-drop textbox to proposal editor/canvas. Resize it and enter your text, format it using text-tool bar above. Turn your text into Heading1, Heading2 or body or quote and format it further. Change background color, transparency, border of your textbox.
Add rectangle, square, circle, line to present information better. Beautify and design proposals by changing size, color, transparency, border and other elements of the shape.
One image = thousands of words. So true. Give your proposal a elegant & branded touch by adding images which go very well with the proposal being sent to your prospect.
Pricing/ Fees Table
Provide interaction quotation to your prospects using pricing table. Add fees item, add discount, taxes to the table, add recurring.
Be that progressive vendor. Use online signature, provide seamless digital experience to your prospects and save everyone from the hassle of printing, signing, scanning and sending physical copies of your proposals.
Show your best work to your prospects through videos. Old ways of sending proposal such as Word or PDFs file did not allow you to include videos. New age proposals must include videos, Fresh Proposals makes it easier for you..
Never ever let wrong customer info go to your prospect. Avoid typo mistakes that Find-Replace-All can’t update. Use Placeholder variables and make it error-free.
Organise sections in your proposals. You can reuse existing content from section library, re-order its sequence in your proposal
Make Clients Feel That They Are In Control of Quotation
No more playing with calculator, exporting to PDF every time when you send updated quotation. Use Fresh Proposals to send interactive quotation that prospective client can update
Add fixed as well as recurring fees to your quote, make items options or editable for your clients. Fresh Proposals does tax and discount calculations for you.
It is easy to add items to your quotation. Add fee rows to your pricing table at a click of button. You can delete row, move it up or down in the list..
Not every quote has fixed fees item. Many times you need to include retainer or recurring fees. You can add Hourly, Monthly, Yearly fees to your proposal.
No more holding calculator or opening MS Excel to calculate of discounts or taxes. Simply add name, type and % of your discount, taxes, Fresh Proposals does the rest for you.
Sometimes you want to offer/up-sell value-added services which are optional for your prospect/client. Fresh Proposals lets you mark fees item as optional for client. Client can view such fee items as optional and it can be checked/unchecked.
Client may have requested quote for approx 40 items/ subscriptions or months. If you want to let client change quantities by himself and see how cost changes, you can propose that fees item as Editable Quantity. This way client can see quantity can be change and will see updated taxes, discounts, total as well.
Set desired currency to your proposal and the it will reflect in your quotation. If you have international clients, you can propose and quote fees in their respective currency.
Live Changes to Quote
As a proposer you can add/delete fee items, check/uncheck optional items, change quantities. Similarly your prospective client can also change these things as per the configuration you’d set. This will also make changes to the live quotation.
Sub-Total, Recurring Total
You can separate out sub-total of recurring items, or keep it together; show/hide discount in the proposed quotation. There are configurations what should be shown and not displayed, and as a proposer you can manage it.
Fees Table Design, Styling
You can design, style the fees table to make it consistent with your proposal design. Set row background, font-type, size, color, etc. You can really make your quotation stand out with creative design
Create Impressive Proposal With Easy Design & Styling
The design is what will sell first and your proposal can stand out from typical plain old Word/PDF files. You can create your own branding styling with well crafted design.You will have head start over others.
Fresh Proposals = Best of MS Word & design tools
Elegantly design your sales proposal without knowing anything about code. Arrange text, visual elements as you wish. Let us say – and it’s true: the design possibilities are unlimited. The only limitation can be your imagination .
Set headings, sub-headings, paragraphs, quote styling that works best with your branding. You can choose from wide range of fonts, colors, sizes. Best of all, you can preview paragraph style settings before finally applying to overall proposal document.
Want to add company name, logo, page number, date and repeat it on every page of your proposal template? No problem. We got you covered. You get a distinct but easy to use repeater mode to design page repeaters.
Choose from various page layout styles and personalize proposal templates for different industries. You can select from Landscape or Portrait modes, set various page sizes like A4, A3, etc..
Add Image, Shape Videos
Make your proposals visually appealing with Images, shapes and videos. Again you have plethora of design choices with each one of the shapes, images and videos
The struggle to place text over images or videos is over. No more. You have control over how to place text, images, shapes, videos, signature, tables. Order them horizontally, vertically as well as on top of others.
Google Web Fonts
Get the best of Google Web Fonts to make your proposal look amazing. . The best part is, it is fast and free
You can rotate your textbox, shapes, images, videos, signature and place those as you feel right. You have complete control over it. Additional feature also allows you to set transparency/ opacity of these objects.
First impressions count and colour of your proposal heading, sub-heading, text can help you create right impression. You can decide from large set of colour, gradient combinations for your shapes, etc.
Trigger messages based on journey-specific pages. Perfect for showing campaigns who go through a specific URL path like a referral page.
Stay On Top Of Your Conversations
Sales proposal isn’t about writing proposal along; in today’s time, it’s about identifying client’s specific needs, being responsive. Fresh Proposals software facilitates interaction among internal sales-marketing-accounting and other teams. It enables your conversation with prospects/ clients after proposal is sent, staying on top of things happening with your sales proposal and more.
Proposal team members can add their comments specific for a given proposal. These comments are internal to the team. Client’s will not see those. Even better, teams can discuss about activities too, such as client’s online visit, its interaction, etc.
Get instant access to your lead data at any time. Log in, download a CSV file of what’s needed, and away you go.
Page Specific, Contextual Comments
Fresh Proposals makes it crystal clear for every one involved : client can add its comment specific to a proposal page, pricing table, image or anything on proposal pages. You know exactly which part of the proposal, your prospect/ client is referring to; and reply to that specific query/comment.
Get notified whenever prospect/ client opens your proposals. You know, the chances of converting prospects are high when prospect is hot. You can act on those nearly real time notifications. Of course, you are notified by email when prospect accepts your proposals.
Allow your internal team members from – sales, pre-sales, marketing, accounting, legal teams to work together. Invite them to collaborate online and use collective wisdom
Proposal Link to Specific to Client Contact
FreshProposals generate client-contact specific link when you send your proposal. It enables you to identify prospect specific interactions with your proposal.
Proposal Files, Documents
Have statutory documents, certificates or supplementary information to be shared along with proposal? Simply upload it and client will be able to view your documents along with proposal.
Proposal Activities - Audit Trail
Get instant access to your lead data at any time. Log in, download a CSV file of what’s needed, and away you go.
And If That Wasn’t Enough…
Need to set up sub-domain? Want download proposal PDF, send proposal emails? No problem. We got you covered for that (and more).
Email Composer Studio
Fresh Proposals .is also packed with email composer studio wherein you can create email templates or re-use existing email templates about sending proposal, reminding client or thanking him/her about accepting proposal. You can preview your email in mobile/desktop mode.
You want to personalize Fresh Proposals for your company? You can set up sub-domain of your preference and from available choices, say awesomeagency.freshproposals.com
Secure Proposal Link
When you send your sales proposal to client, your client-contact receives a secure link that is specific to him/her. The data transfer is secured using SSL certificate like your online bank transaction .
Scheduled Proposal Sent (TBD)
Schedule holiday-specific campaigns to activate/deactivate ahead of time. Leave the laptop at home on vacation. We got you covered.
Download Proposal PDF
You and your client can download the proposal PDF for future reference. You can configure whether to allow your clients to download the PDF or not, before signing & accepting the proposal. When everyone signs the proposal, you & client get email along with link to download the signed proposal PDF.
Schedule Follow up Emails (TBD)
Got a one-page website? Use specific URL rules by enabling our URL Change Event Listener.
What is Proposal Software?
Proposal software helps growth oriented organizations manage their business sales proposals. Proposal software makes it easier to create proposal document, organize marketing collaterals and sales content into content library, merging content, etc. Beside automating proposal process of collaboration, review and approval, it provides sales signals or insights based on prospect’s interaction with proposals to convert more sales deals
Benefits of Proposal Software
Here are the top 7 benefits of using Proposal software
- Send solid converting copy by focusing more on business proposal
- Get actionable insights and intelligently read prospects’ mind
- Faster turn around to prospect’s queries, questions, comments
- Quick client onboarding by using e-signature & kick-off projects
- Smart follow up to stop your prospects from turning cold
- Get better, real picture across all of your sales proposals
- Avoid embarrassment, stop sending erroneous contextual data
Industries Using Proposal Tools
Business sales proposals are used across industries and sectors. However following industries especially in SMB segment are the one most commonly use proposal software
- Digital marketing – SEO, PPC, Content Marketing, Social Media
- Most professional services e.g. IT & IT Enabled Services, event management, accounting, consulting, branding, marketing, etc
- Manufacturing, Engineering, etc
- Essentially most industries dealing with B2B services/ products
Top Proposal Software Features
Here are the top 7 Proposal software features of Fresh Proposals
- Online drag-drop editor
- Online acceptance using online signature
- Reusable content library, template library
- Insights of how prospects viewed proposals
- Proposal collaboration among proposal teams & clients
- Proposal dashboard, reports
- Automated notifications, reminders
We Help You to Get Into The Shoes of Your Clients
Sales is all about how well you understand prospects and seize the moment when it has the most impact. Use Fresh Proposals to stay with your prospect and close the deal faster
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