Powerful Proposal Software Features to
Sign More Deals & Grow Your Sales

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.

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

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

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.

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.

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.

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

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.

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.

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.

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.

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.

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.

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.

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.

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

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.

Get instant access to your lead data at any time. Log in, download a CSV file of what’s needed, and away you go.

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

Schedule holiday-specific campaigns to activate/deactivate ahead of time. Leave the laptop at home on vacation. We got you covered.

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.