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FP Product Team

October 07, 2020

Fresh Proposals Software Product Update : October 2020

Proposal Templates Latest

Fresh Proposals Software Product Update : October 2020 Series

We are excited to announce product update for this month. We have been working on custom domain feature for a while, introduced new feature to enable/disable tracking of proposal interactions, and refactored UI for greater ease of use.

New Sales Proposal Templates

We continue to add newer sales proposal templates to our proposal templates library. This week, we have added audit services proposal, landing page proposal template, mobile app development proposal, accounting services proposal
If you would like to see a new template in our library, do let us know.

proposal templates

Custom Domain Feature

The custom domain feature is now fully automated from our side. What it means is, you do not have to contact us to configure your custom domain, if you are able to save DNS entries correctly. Interestingly, we already have few users on paid plan, who are able to do it by themselves.

We’ve also updated the user interface of this feature to walk you through it, step by step. It is so much common and most people seems to go wrong in entering incorrect information. We have changed that for good.

Fresh Proposals Software Update - Custom Domain

Fresh Proposals Software Update – Custom Domain

 

For non-starters, refer this guide to know more about custom domain feature.

Simplified – Adding Content Blocks to Proposal

Previously, to add a content block to proposal pages, the only option users had was to drag-drop the content block from right side panel as shown below.

Existing Way – Drag-Drop to add Block (will continue to work)

We realized, not everyone can understand the drag-drop mechanism and hence improved it to Click-To-Add. Now simply click on the icon of the desired content block on the right and the content block will be added to a default position on the active page and you can move it wherever you want to.

New Way – Simple Click to Add Block

Note: for those who want to position content block to a specific position, they can continue to use drag-drop functionality. It is not going away, since it gives you better control.

UI Change (Before x After)

We have done considerable user interface refactoring (UI refactoring) to menus and certain pages. We will continue to refine and make it a smooth &  consistent experience for the users.

  • Left Side Menu Bar

 

Fresh Proposals Software Update - UI Refactoring of Menus

Fresh Proposals Software Update – UI Refactoring of Menus

 

For those who have keen eye on UI-UX improvements, we have started using SVG icons instead of PNG images.

  • Settings Page (Before x After)

When you look at settings pages, merely a glance at the screenshot you may feel boxes were fine, however when you will use it as a user, in terms of interactions, access to information, the latest UI refactoring changes provide better navigation, better ability to view-act on options available on the page.

 

Fresh Proposals Software Update - UI Refactoring of Settings Page

Fresh Proposals Software Update – UI Refactoring of Settings Page

 

  • UI Changed for Custom Domain (Before x After)

Setting up a custom domain is not easy and we have first hand experienced when we used other products. We decided to change it. The flow of adding a custom domain to your account has been simplified and literally hand-hold users through the process, step by step.

Note: Those who have already set up a custom domain, need use this feature.

 

Fresh Proposals Software Update - UI Refactoring of Custom Domain Page

Fresh Proposals Software Update – UI Refactoring of Custom Domain Page

 

Enable/ Disable Proposal Tracking

Users from IT Managed Services, IT Security services companies have raised feature requests to make proposal tracking optional per proposal, with solid justification to do so. Hence we have decided to implement this feature.

Now you can see a proposal tracking option even at account level, you can set it enabled or disabled. Accordingly, all new proposals will follow this direction.

 

Fresh Proposals Software Update - Enable ProposalI Interaction Tracking

Fresh Proposals Software Update – Enable ProposalI Interaction Tracking

 

If you have enabled tracking at your account level, you have the option to turn off tracking even at individual proposal level, as you can see below.

 

Fresh Proposals Software Update - Enable ProposalI Interaction Tracking

Fresh Proposals Software Update – Enable ProposalI Interaction Tracking

Refer user guide for this feature.

That’s all for now.

About Fresh Proposals Software

Fresh Proposals is online proposal software. You can send beautiful proposals, add interactive pricing and eSignature to it. You will get crucial proposal insights or sales signals to better understand your prospect’s actions and intention and close more deals. Know more about proposal management software.

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