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Fresh Proposals

May 04, 2021

Fresh Proposals Software Update – April 2021

Fresh Proposal Software Update – April 2021

Fresh Proposals Software Update – April 2021 : New Proposal Templates

 

After releasing March update to Fresh Proposals software with improvement such as multi-signatory for a document, integrations with tools like CRM: Salesflare, Pabbly, etc. We have made significant addition of features and enhancement to Fresh Proposals software.

Here are some of the Fresh Proposals Software Update – April 2021

Fresh Proposals Software Update – April 2021 : New Features

 Pricing Packages

You wanted to offer your product/services pricing to your clients as packages e.g.

  1. Silver package, Gold package, Platinum package or
  2. Starter, Professional, Business package.

You would like your customers to select one of these packages. Fresh Proposals enables you to create multiple packages using fees table option as shown below. You can name the package, include desired fee items in that package, add next package(s) in the similar way.

Fresh Proposals Software Update – April 2021 : Pricing Package
Once clicked, client can view his/her selection.

Fresh Proposals Software Update – April 2021 : Pricing Package Selection
And once a package is selected by client s/he can view proposal price displaying sis/her selection

You can find more information about this feature here.

 Import PDF as section

If you have a contract document or some information in a PDF file and you would like to include it in your proposal/template, you can, now import PDF file to your proposal/template in Fresh Proposals.

The import PDF option creates a section in section library. You can import a PDF file either in Content Library as shown below

Fresh Proposals Software Update – April 2021 : Import PDF as a section
Or you can import it in the proposal/template editor as shown below.

Fresh Proposals Software Update – April 2021 : Import PDF to proposal document
Once a PDF imported successfully, all its pages are added to a section as images. You ca add textbox, signature boxes, input fields on top of these pages to customize the further You can find more information about this feature here.

 Page Settings: BG Color, Shadow, border, corner etc

With this new feature you have more design controls, now. You can set page setting for your proposal and they are applied to all pages in your current proposal.

Fresh Proposals Software Update – April 2021 : Page design settings
You can set page background, shadow, corner, border properties and it will appear like this. You can preview these settings right in the settings mode as shown below. You can view the clear preview by exiting Style Settings Mode.

Fresh Proposals Software Update – April 2021 : Proposal Page Design
When previewed, it will look as shown below (of course, you can change, control its color as you wish)

Fresh Proposals Software Update – April 2021 : Proposal Page Design View

  Additional language translation: Siberian

We have added Siberian language support for client interface. So if you have clients who prefer to use Siberian language you can send a new proposal with full confidence by enabling Siberian language option enabled. We would like to thank our users who helped with this translation.

Enhancements

Upload Signature Image

Your clients as well as you already have the option typing eSignature. Now you also have the option of of uploading signature image as shown below

Fresh Proposals Software Update – April 2021 : Upload signature image
You can preview the signature image right in the box, before signing it.

Fresh Proposals Software Update – April 2021 : Use image as eSignature

Emailer template has a name

You can name an email template e.g. Initiating English, Initiating French, Healthcare Reminder, Real Estate Reminder, etc

Fresh Proposals Software Update – April 2021 : Email template has name
Note: For existing email templates, your subject will become your email template name.

Emailer Redesign

We have redesigned emailer significantly. Now it will appear as a flow of emails

Fresh Proposals Software Update – April 2021 : Proposal Email Sequence
1. You can select email templates to use and apply/set it for current proposal

Fresh Proposals Software Update – April 2021 : Select email template in Emailer
2. You can set schedule of follow up email after number of days once first proposal email is sent to your client.

Fresh Proposals Software Update – April 2021 : Schedule follow up email
3. You can view scheduled reminder date if initiating email is already sent or you can see estimated reminder date if initiating email is supposed to be sent at a given time.

Fresh Proposals Software Update – April 2021 : Check scheduled date, time of follow up email

Proposal Total in a Fees Table Option

You can include proposal total as a part of your fees table as shown below. To include proposal total in the fees table, you will need to enable the total option as shown below.

Fresh Proposals Software Update – April 2021 : Proposal Total Option

UI Update : Proposal Details – to display client signature status

If you have sent proposal to multiple contacts for a given client, you can track what’s happening for each individual contact. You can check whether they have viewed your proposal, signed it or just accepted it.

Fresh Proposals Software Update – April 2021 : Client-proposal status

UI Refactoring : Proposal Details – to display proposal More options (non-content)

Earlier if you have to make non-content related changes to your proposal and if client has viewed your proposal, you would have to unlock the proposal. Now this is addressed, you can view non-content related (mostly client view options) in

Proposal Summary > Proposal Details > More Options

To change the language or proposal category or Accept/Reject button, you don’t have to unlock the proposal (you don’t need to open the editor).

Fresh Proposals Software Update – April 2021 : Proposal options in summary

UI Refactoring : All fixed Fees – column width is used

If your pricing table has all fees as Fixed or Content, system was not displaying the quantities column. But now we have updated it, to utilize the space for other columns like Fees Title.

Fresh Proposals Software Update – April 2021 : Fees table with fixed fees

Bug fixes

Like any other software product, we have fixed quite a few issues as a part of this update, primarily in Comments, editor, emailer and mostly in the UI areas.

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