We’re excited to share a variety of new features, improvements, and bug fixes that we’ve rolled out for Fresh Proposals over the past month. Take a look at what’s new and how these updates can enhance your experience:

Fresh Proposals Software Update – August-Sept 2024

Xero – Set Default from Chart of Account

Fresh Proposals integrates with Xero online accounting software. Now you can set the default income account that you would like to use while generating invoice. Previously it was defaulted to sales as the only choice of chart of account. This update gives you option to choose from the list of accounts configured in your Xero account > Organization.

Xero Integration – Select Default Income Account to Map Invoice Entries to

Xero: Auto Approve Invoice

We are trying to simplify and automate job for you.. Now you can set the default income account that you would like to use while generating invoice. Previously it was defaulted to sales as the only choice of chart of account. This update gives you option to choose from the list of accounts configured in your Xero account > Organization.

Xero Integration – Automatically approve invoices in your Xero account

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Tiered Pricing Package Update

Inline Update Pricing Tier Details

Now you will be able to update details of the tiered pricing packages as simply as clicking on the tier information itself. e.g.

1. You want to change tier name, simply click on the desired tier name and you will be able to change the tier name
2. You would like to change the pricing of the tier, simply click on it and update it with the desired price
3. Want to change the feature label, no problem, simply click on it and make necessary changes
4. That’s not all, you want to change the optional fee details, you will be able to click on it and change optional fee name or price

To add a new feature or change feature type, you can use [Edit Package] button on the right side properties panel. The update Tiered Pricing Wizard will help you add new feature or delete existing one or add or delete optional fee.

Display Tick mark, Feature Values on Left

In our attempt to make tiered pricing packages more effective and offer you more options, we have introduced a few enhancements such as displaying the value of tiered pricing feature on the left side of the feature itself. This looks great if you have mostly ticks and crosses in your tier.

Display Filled Circle Background to Tickmark, Cross Icons

We have also introduced a way to display a circle in the background of the tick and crosses. Doesn’t it look cool?

 

If we put things in perspective by pulling all tiers and the recent change, this is how it is going to look like

– Updating variables and its values got easier

Simpler way to update the dynamic fields

Let’s say you have a proposal custom variable or your own company information that needs to be changed and you realized it was wrong while editing the document and you want to change it right there.

Previously you will need to navigate to Settings > Company Details > Update details  and come back to the proposal or templates editor. It worked but there were hassle. We heard your suggestion to cut down this whole trip.

In our attempt to simplify the document editing, especially the dynamic fields or variables, we have introduced a significant enhancement.

Double clicking on the variable or its value in the proposal/ template or sections editor will display a new pop up and you will be able to to

1. Replace current variable with some other variable
2. You can update the value of current variable right there, without having to navigate to any other page or place
3. Delete the variable from its current textbox

 

To update the value of the variable, click on the ‘Update Value’ button. 

Depending on your role and the kind of variable, you will get see this button and the popup message shown above.

The likely exceptions to above popup that displays ‘Update Value’ are some for the followings

1. Variables/ fields which are derived e.g. proposal value, proposal signed date. You will not be able to set its value
2. Client-contact details such as First Name, Last Name since there can be more than one contact

Having said these, the previous ways to update custom variables in their respective places (Client details, user details, proposal custom variables, etc) are still available.

– Add role to client-contact in proposals wizard & summary (will update here)
– Add client-contact, remove contact from summary

Other Enhancements and Bug Fixes

• Internal Approval: Correctly Display currency symbol in newer conditions within internal review flow
• Additional condition at each level of internal Review-approval Flow
• Company Logo: Easy to update logo in Account Settings: change it/ remove it
• Bookmarked Section in Library: Easy to bookmark, identify your favorite ones
• Drag-drop content blocks on top of Textbox: image, signature
• Added enhancements and bug fixes related to auto-split of fee table to new page without overlapping existing content, textflow section
• Squashed quite a few minor bugs such as related to replace image, repeated clicks while saving subsequent initials, etc.