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Sneha J

February 16, 2021

Save and Reuse Fees from the Fresh Proposals Fees Library

Fresh Proposals Fees Library

What is a fees library?

Fees Library is your centrally located, go-to place for managing Fees you add/upload to your Fresh Proposals account. You can reuse Fees items in the Fees Library in different proposals and templates. It gives you the opportunity to manage – add, delete Fees items.

The value of fees library

Well, of course developing a customized business proposal for each client is a great practice but customizing every part of your proposal can be a tedious and time-consuming task. Especially if that part is a fees/pricing table. 

All the portions of your sales proposal right from the cover letter to the timeline are interesting to read but they don’t mean a thing if you fail to impress your prospect in the pricing section. Naturally, the pricing table is the most important element in a proposal. 

With that said, ensuring your pricing table is high-converting and easy to understand is the biggest headache almost every organization has to face. Fortunately, “Fees Library” can help.

If you have a fees table ready that you use frequently, then here’s the fees library feature for you. This feature will make your life much easier. Similar to templates and sections you can save your fees in the library or import from it and reuse them whenever you want. This will save you from the hassle of typing the exact same prices more than once. 

To add fees to the Fresh Proposals fees library you can do the following:

There are two ways to manage Fees Library

  • You can add/create Fee items directly in the Fees library
  • In a given proposal or template, you can add fees tables, and fees added to the table can be saved/exported to the Fees library.

1. Add fees in the fees library

  • Click on the Content Library left side menu bar and then click on the Fee tab on the top side of the page. 

Fees library

  • Click on the image to create a new fee
  • Add title, description, price, quantity, and type

Fees library

2. Import fees in a given proposal 

  • Open a proposal or template
  • Click on the desired section name “budget” in the list of sections (left side panel).
  • Click on the fees table and now you will see the Fees table properties on the right-side panel.
  • Click on any row of the pricing table and it will show options on its right side as shown below. 

Fees library

  • To import Fee items from the Fees Library hover your mouse and click on the third button “Import Fee”.
  • It will start showing you a list of Fees items available in Fees Library (in the right-side panel)
  • Click through the checkbox for the fees item you want to add to your current pricing table and click on the Add button seen on the same panel.

Fees library

3. Export fees from a proposal

  • Open a proposal or template
  • Click on the desired section name “budget” in the list of sections (left side panel).
  • Click on the fees table and now you will see the Fees table properties on the right-side panel.
  • Click on any row of the pricing table and it will show options on its right side as shown below. 
  • To export Fee items to the Fees Library hover your mouse and click on the fourth button “Export Fee”.
  • Clicking on this button will save the current fee item to Fees Library. 

fees library

That’s it!!! We can’t wait for you to use this Fresh Proposals feature and create winning proposals faster.

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