I am really happy to announce recent update to Fresh Proposals software that we worked hard in month of May 2021.
Quick Recap of April 2021 Update
We released April update to Fresh Proposals software with new features such as importing PDF, Pricing packages, page design settings, upload signature image, etc. This month we have added lot of features and enhancement to Fresh Proposals software.
Now, here are some of the Fresh Proposals Software Update – May 2021
Fresh Proposals Software Update – May 2021: New Features
Fresh Proposals can be integrated with Xero accounting software. You can connect one of the organizations in your Xero account, share company-contact details and once client accepts the proposal in Fresh Proposals, you can generate invoice.
The cool part is, you can specify percentage of proposal value for which invoice is to be generated.
Once invoice is generated, you can download its PDF, also open it in Xero to view, edit it before approving. The invoice generate through Fresh Proposals looks like this: with invoice number, items, quantities, tax-rate, sub-total, total, etc.
Proposal Interaction Analytics for all sections
You can view client-proposal interaction analytics for all sections. Once click on the button ‘Show All Analytics’, it will display all viewed sections and their data. You can select client contacts to filter specific interaction data. If you have multiple client-contacts who could be acting like: decision maker, influencer, user; you would know exactly and distinctly what are their interest level.
Save eSignature images to your profile
As a proposer you can now save your signature image in your profile. When you (as a part of proposing team), self-sign the proposal and use signature image option, you will be asked whether you want to save the signature image to your profile so that you can reuse it next time. These images are listed in My Account/ Profile > eSignature tab as shown below. You can add/ remove if you would like.]
Basically, next time you are self-signing a proposal, you will be able to use one of these signature from the dropdown (and you also have option to upload new image if you’d like).
Once saved, the eSignature image will be available to use for self-signing next time as shown below.
Lock Components/blocks on the page
You don’t want to change certain content block (say textbox, signature, shape, image, fees table, content table, etc). You don’t want to its position to change or content or color, etc properties to change.
Now you can lock a content block using the lock icon shown below.
Once a component/ block is locked, you can not make changes in it, as shown below.
Once a content block is locked, its properties panel on the right side is disabled for changes.
It can be done for images (as well as shapes, signature, content table, fees table, etc) as shown below.
Payment Reminder Email
Now you can remind your client to make advance payment. You can use predefined payment reminder template or customize its content. You can also schedule the payment reminder email to be sent after a client has accepted your proposal but hasn’t paid the advance amount.
There are few conditions for you to use Payment Reminder email.
- You will need to have your Stripe account connected
- A given proposal should have Stripe payment enabled
- Proposal amount should be greater than zero
Redirecting client after Accepting a proposal
Some of you have requested a redirection URL feature: to redirect your clients to special page after s/he accepts your proposal. Yes, now it is possible to redirect your client to a different page. You have this option to enter desired URL in the Client-View Option.
Remember, Redirect URL option will be available for proposals that do not have Stripe connected, enabled (since after accepting proposal client is prompted with Stripe pop-up instead).
Right to Left (RTL) Interface Support
For some of the language where the reading/writing direction is from right to left (RTL). We have enabled support for RTL. This option is available in Client View Option. It will reverse the way one types in editor, fees table and content table;
You will be warned about change in editing direction and to save the changes before it.
You will notice the way you can type in the textbox, fees table and content table gets reversed.
The clients viewing the proposal will see the interface RTL.
We would like to thank Alex K, Ibrahim M, Adam P for helping out with this feature.
Got a preferred language and don’t want to set it again for next proposal?
We have introduced client view options at template level too. You can set preferred language here and next proposal generated from this template will have same language UI displayed for the client.
We have added
- New proposal templates HVAC Proposal, Lead Generation Proposal
- New Contract documents templates like Consulting Project and Contract Employment Contract
- Engagement Letters for CPAs, Tax Consultants and bookkeeping firms.
New default Variables: Proposal Valid Till Date, Proposal Signed Date
We have added couple of new default variables: Valid till date and Proposal signed date
Valid Till Date
When you use this placeholder/ dynamic variable in the proposal text or email can inform client till what date the proposal is valid.
Proposal Signed Date
When all signatories for a given proposal eSigns the proposal this date will get value of the date when last signatory eSigns it. If there are pending signatures, the variable value will be unavailable/ blank.
16 Currencies Added to the Currency List
Added 16 currencies including. Estonian Kroon, Mozimbique Metical, Mauritian Rupee, Namibian Dollar among others.
Download activity by client
Some of you wanted to capture the PDF download activity by your clients. Now you can find this event/ activity in Proposal Summary > Proposal Activities tab.
It can be helpful to know that client wants to look at PDF version of your proposal. Though we recommend enable clients to view your proposals online to understand their interest levels better.
Discount displayed with negative sign to it
Updated discount field displayed on the fees table to have negative sign to it (both at row level as well as in the footer).
Section Component List – Actions
For a section with multiple content blocks in it (in one or more pages), you can use actions for blocks/components listed in it. These actions are: reset the position of the block, bring it to the top or delete it.
We fixed issue with the date picker for Due date, Valid till date : while updating date, it wasn’t displaying correct month in the selector menu. We have updated the date picker component in proposal creating wizard, proposal editor and proposal details page.
Proposal Analytics: Using Brave browser
We noticed Brave browser was blocking interaction analytics using its internal tools. We have fixed this issue. Now if your clients are using Brave browser, you will be able to understand their interactions with your proposal.
Signatures assigned, right side panel says not assigned to anyone
Section Page Size Warning
Though we don’t recommend using mix sized pages (A4, Legal, Letter) in a given document, but now, system will warn you if you are mixing different sized pages in one document.
PDF Import – language issue, import timed out
We updated the PDF service and during this update, there was a glitch about importing PDF files – it wasn’t correctly saving text available in Japanese, Chinese and such languages. This issue has been fixed.
What is next?
- Hubspot Integration
- Alignment Assist among blocks, Grouping of Blocks to move them together on a page
- Special Blocks/ Components
We will continue to work hard and make Fresh Proposals a useful product. Look forward to hear from you and your support.