After releasing January update to Fresh Proposals software with improvement to Fees table structure, proposal listing-filtering, etc; we took up performance related issue and new features like Input field so that client can submit information, multiple internal signatory/ setting eSignee apart from proposal writer, currency display in price column of a Fees table along with locale based number format.
Here are some of the Fresh Proposals Software Update – February 2021
“To allow clients enter/submit information while they accept the proposal” – this feature has been requested by many users. We have introduced this feature in the most recent update. It is similar to textbox, of special kind. You can set default message to be displayed, make it mandatory/optional, resize, set color, etc.
You can drag-drop the Input Field block to proposal page.
You can set its properties
If the field is mandatory, clients can not accept/sign-off the document without entering requested details.
Multiple Internal Signatory
If your VA, pre-sales team is creating, drafting a proposal/ contract document, s/he can not assign a eSignature to you. You can have multiple representatives from your side as well as multiple representative from client side to sign the proposal.
How to use it, here is a video guide.
Price Format – Locale Support
As Fresh Proposals is used across countries with different locales. We have been supporting multiple different currencies however users wanted to display proposal pricing format according to locale of their clients, e.g. clients in Germany use decimal separator as comma (,) instead of dot (.); thousand separator as dot (.) instead of comma (,); whereas people in France use space ( ) as thousand separator.
So when someone in France/ Sweden is looking at your proposal, it will look like as shown below.
When the same proposal is seen by someone in US, UK, India, it will be seen as below
Here is a video guide about it.
Set Default Email Template
When you have multiple email templates configured in your account settings and you would like to use one of those as default as ‘Reminder’ or ‘Thanking’ rather than system default one, you can now set default Reminder, Thanking email template.
You can set up another email template as default one as shown below.
Here is a video guide about it.
You can also override the default template in your proposal emailer.
Stripe Payment Notifications/ Status Update
If your account has Stripe payment enabled and proposals with non-zero fees table (proposals with some value) are sent to client, client will be prompted to make advance payment after a proposal is accepted.
This improvement will notify if client payment of advance proposal amount is successful or has failed.
- Client gets email about payment status
- Proposer gets email about payment status
- System updates proposal status to display whether advance payment is successful or failed
Page Thumbnail Horizontally Aligned
Based on one of the user’s suggestion (and we are with him) regarding better usability, viewability of page thumbnails in the left side pane – we have updated the listing of page thumbnails. Instead of displaying small thumbnails of section pages one below other, they are now organized horizontally three page thumbnails in a row and next thumbnail will be added to a row below it.
Set Label for Proposal Button
You can set the label for proposal button used in the initiating (first) proposal email
‘Add Content Table to Snippet’ Option
As a further improvement to Snippet features, now you can add Content table to Snippet library and you can use it across proposals and templates
Zapier API Update
Updated Zapier APIs that will provide fees table details.
Component Duplicate Issues Due to Page Duplication – Fixed
Import Fees Fable – Description Gets Cropped – Fixed
Undo-Redo Button Tooltip Switched – Fixed
Standard Variable: Client Country was not displayed in preview – Fixed
Fixed Performance Related Issues – Largely fixed
Firefox browser related issues – Fixed