by Fresh Proposals | Sep 21, 2022 | Fresh Proposals Software Update
Fresh Proposals Software Update – Mid Sept 2022 Request Client to Pay First to Sign The Proposal What is Pay First? While not all clients pay advance during the proposal stages; we have a set of users who request clients pay advance at the time of signing the...
by Fresh Proposals | Aug 27, 2022 | Fresh Proposals Software Update
Fresh Proposals Software Update – August 2022 Allow Your Client to Enter Date – Date Picker in Your Proposal In your proposal you would like to ask your client when s/he wants to start the engagement. If you are in hospitality industry, you may want your client...
by Fresh Proposals | Jul 18, 2022 | Fresh Proposals Software Update
Fresh Proposals Software Update – June-July 2022 Include Checkbox in Your Proposal As a part of the June-July update, we have introduced an Input block for your clients to tick-through. Yes, it is a tick box / Checkbox. Since the Tick box is in addition to the Input...
by Fresh Proposals | Jun 10, 2022 | Fresh Proposals Software Update
Fresh Proposals Software Update – May 2022 Proposal Roles Two use cases have been shared & highlighted for the implementation of Proposal Roles in Fresh Proposals [A] Auto-assignment of signatures when a proposal is created using template [B]. Allow signee to be...
by Fresh Proposals | Apr 14, 2022 | Proposal Writing
Fresh Proposals Software Update – April 2022 View Sent Emails in Proposal Activities You can refine your proposal email (first email with proposal link) and as you make changes on-top-of the template, you want to see exactly what was sent to the client: the subject,...