Fresh Proposals Software Update – January + February 2023
Notify all signee once document is completely executed
Clients can download the copy of signed document PDF even after proposer has signed the document later. The client can obviously download the proposal right after s/he has signed the document (Fresh Proposals software a link to download his/her signed copy). This update will inform all signee when a document is completely executed and it will also provide a link to download the completely executed document.
Here is a screenshot displaying how a proposer is notified when a document is completely executed (signed).
DYK: You can use Google Drive, Dropbox, HubSpot integration to upload signed PDF document once the status of a proposal turns as signed.
Preview, send proposal created from template – without opening it in the editor
We have changed the proposal creation flow a bit as many users are using templates to create proposal. Since these templates are refined and ready for use, more often users do not want to modify the content; they simply want to review, self-sign and send it across.
This enhancement will provide users options whether they want to
- Edit the document or
- Preview and self-sign
- Send the document to client directly
The forced opening of new proposal in the editing mode is no longer necessary. This is particularly helpful those who have elaborate document with lot of pages/content.
Introducing Switch button as input form field
We are introducing a new Switch button as a part of Input form field. We are moving Fresh Proposals input controls to modern looking forms along with conventional looking textbox, dropdown, checkbox, date field, etc.
You can set background color of the selected option and its font
You can also set background color of the unselected option as well as its font
Section Library – Set internal name, search by internal name
To make it easier for proposal writers team/ content management team to organize section library, we have introduced an additional field for ‘Section’ in section library: Internal Name
Background
You wanted to mark or tag a section within a proposal for a specific client or industry but you couldn’t name the section as such because section name can be viewed by clients. This stopped users from changing section name. That said, yet few users ended up creating multiple copies of the section, and naming those something like ‘Cover Page-1’ or ‘Cover Page-A’ ; still the only way to know what does a given section contain, is by opening & viewing its content.
The challenge
We realized, it was unnecessary.
For the benefit of others to start organizing sections better, let me share why some of you have requested this feature.
Often we have sections of same name with different content typically for sections like ‘Terms of Services’ or ‘Case Study’ or ‘About Us’ and we have multiple variations of this section
Say:
‘Scope of engagement’ section variation written for Tax returns of Individual client
‘Scope of engagement’ section variation written for Tax returns of Trust & Estate client
‘Scope of engagement’ section variation written for Tax returns of Partnership firm client
‘Scope of engagement’ section variation written for Tax returns of Corporation client
When a client views your proposal that has sections listed on left side, you want to display it just as ‘Scope of engagement‘ and not as ‘Scope of engagement for Trust & Estate‘.
Or let’s look at second example
‘About us’ section variation written for Healthcare clients
‘About us’ section variation written for Retail clients
‘About us’ section variation written for eCommerce clients
‘About us’ section variation written for Tech clients
‘About us’ section variation written for Insurance clients
When a client views your proposal that has sections listed on left side, you want to display it just as ‘About Us’ and not as ‘About Us – Healthcare’.
Or let’s look at third example
‘Terms and conditions’ section variation written for SEO project
‘Terms and conditions’ section variation written for Google Adwords campaign project
‘Terms and conditions’ section variation written for Graphic design project
‘Terms and conditions’ section variation written for Social media marketing project
‘Terms and conditions’ section variation written for Email marketing project
When a client views your proposal that has sections listed on left side, you want to display it just as ‘T&C’ and not as ‘T&C PPC’.
Solution
Now we have introduced an additional field or identifier for section name as ‘Internal Name‘. This will allow you to enter any name to uniquely identify the section and clients will not be able to see the internal name.
To give you the option to tag, identify specific section and search, use in a given proposal, you will be able to use Internal Name of the section. Current name property or title will continue to be referred as Display Name.
So while saving you will save
Display Name as ‘About Us’
Internal Name as ‘About Us for Healthcare’
Searching Sections
So far you were able to search sections in the sections library by ‘Display name’ now onward you will also be able to search sections in the section library by internal name.
Customize Tickmark in the Tickbox / Checkbox
We have updated the checkbox input form block such that you can customize the color of tick mark in the checkbox.
It is also centered
Also fixed an issue so that it will be see in the center of the checkbox.
Workspace UI : Improved for user selection, display of user roles, etc
we have updated the Workspace UI for selection of users, changing selected user’s workspace, displaying roles of users in a given workspace.
Proposal analytics charts to exclude sections with less than 1 second
Fresh Proposals software has ability to track proposal page views to the tune of milliseconds. That said, want to present insights that are useful in reality. We have started filtering-out sections with view-time less than one second, in the bar chart used to display level of engagement or interaction with the document.
The document engagement and interaction will be counted if user spends more than second on a given page. section.
HubSpot integration: Select from Multiple Pipelines, Set Deal Owner
The HubSpot integration is improved further to use specific pipeline from multiple pipelines. Previously it would add deals to the default pipeline. Now you can configure HubSpot integration to set a desired pipeline as default and new deals will be added to your chosen pipeline.
Also whenever the email id of the user in HubSpot and Proposal lead in Fresh Proposals software are found matching, the tool will set him/her as the deal owner in HubSpot.
Advanced Dashboard: Proposal Cycle Length, Sales Proposal Velocity to Display Actual Values
We provide breakdown of the sales proposal cycle length. Normally its calculation is based on the dates. Few users want to know precise time (in minutes, in hours) spent on those activities.
e.g. Proposal drafting process: A creator creates it, team members keep updating it.
The drafting time calculated considering the difference between date of creation and date of sending proposal. This is what you get when you select ‘Date Based’ option.
At a high level, this works for many users.
Few users however wants to identify exact time spent in drafting the document. So Fresh Proposals aggregates time spent during all instances wherein actual editing of the document happen. This is what you get when you select ‘Actual Time’ in case of Proposal Cycle Length.
This is calculated in same way for
- Viewing time:
- Decision Time and
- Payment time
Sales Proposal Velocity uses Proposal Cycle Length; hence it also has these two options to find worth of time/days spent by proposal teams.
Date Based
This option will present proposal sales cycle length taking into account difference of dates for each phase. This number is used to calculate sales proposal velocity.
Actual Time
In this case, instead of using the difference of dates to calculate drafting time, viewing time or decision time; the tool identifies delta or the actual time proposer and clients have spent in their respective activities. You can think of it as ‘actual efforts spent’.
Invariably, the sales proposal velocity calculations provide effort based velocity. You can think of dollars earned per actual hour of efforts instead of number of discrete days spent doing those activities.
Charts in the Advanced Dashboard to display year too
The bar charts that display proposal information are updated for labels/ legends to display year along with the month. This enhancement will avoid confusion reading charts for time-periods which involve multiple calendar years.
Reorder the values in Dropdown list, Multi-select Checkbox, Radio button
Currently you are able to reorder features and optional fees in Tiered Pricing packages.
Now you can also reorder values in the dropdown list, multi-select checkbox and radio button.
Changing Properties of Signed, Accepted, Rejected Proposals
Now onwards, user are restricted from changing the status, client view, integration properties of proposals which are signed, accepted or rejected.
For proposals with these status, you will be able to change Stripe related payment option.
Forward Signature, Replace Signee
There are situations wherein you do not know the exact person in the client company, who is the decision maker or who is authorized to sign your proposal or contract or agreement. You may only know one contact whom you are interacting with; and you believe s/he is the one who is expected to share your proposal internally. S/he is like a gate-keeper for you.
Sharing of the proposal email with a link will not be the right thing to do. Other people in the client-company may be able to access your proposal by clicking on the link but they won’t be able to sign the proposal because the link is not meant for them. The signee name, email id associated with a given link are for a different individual.
Now with Forward Signature and Replace Signee (Re-assign signee) you do not have to worry other things like
- Add new contacts to client company
- Reopen the proposal for editing
- Include those contacts to proposal as recipient
- Assign signature to those contacts
Now you have a very simple solution. You just have to enable the ‘Forward Signature’ option and inform the ‘gate keeper’ about it.
Check more information about this feature here.
Bug Fixes
Letter/Legal + Landscape orientation editing in Section Library, Proposal, Template : Higher Resolution – Fixed
Add to Snippet – Multi-checkbox and radio button values are not saved – fixed
Label display issue – display admin role name in workspace users instead of actual one – Fixed
New Client-View, Preview updated to display loader instead of icons, side-panels – Fixed
Letter/Legal + Landscape orientation PDF export would add extra page in the PDF – Fixed
Optional fees column gets hidden temporarily when client accepts the proposal – Fixed
Resolve comment option displayed for client and clicking on it would redirect him to login page – Fixed
Quick Recap of (Previous) Dec 2022 Update
We released Dec 2022 update of Fresh Proposals software with new features such as introduction of new input form fields like Dropdown, Multi-select Checkbox, Radio button among others and many more enhancements and bug fixes.
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