August was a heads-down month for us. We focused on building practical tools that take real work off your plate, so deals keep moving without the manual back-and-forth.

As teams get back into the swing of things this September, it’s a great moment to tidy up processes and let automation handle more of client onboarding. Our latest Fresh Proposal updates bring billing and payment automation right into the tools you already use—CPACharge and LawPay—so you can spend more time helping clients and closing business, not wrestling with admin.

What’s new, and why it matters:

Fresh Proposal Software Update – August 2025

Proposal Payment Dashboard with CPACharge/ LawPay

We are excited to announce our biggest feature launch of the year: the Proposal Payment Dashboard. This powerful new tool is designed to streamline your billing workflow, giving you complete visibility and control over your client’s entire payment journey.

Let’s dive into what makes it so special.

Track Every Step with the “Payment Journey”

Clarity is power. The “Payment Journey” section provides a step-by-step visual tracker of every critical milestone, so you always know what to do next.

1. Proposal Signed: The journey begins when your client signs on the dotted line. You get an immediate confirmation that the agreement is legally binding.
2. Advance Payment: See a clear status update showing whether the required upfront payment has been made, is pending, or has failed.
3. Setup Recurring Payments: For retainers or payment plans, you can confirm that the automated billing schedule is successfully in place.
4. Collect Pending Deposits & Create Instant Bills: These final steps in the journey allow you to wrap up all financial aspects of the project, including collecting final balances or billing for extra items, all from one central location.

 

From Awkward Conversations to Effortless Transactions

The Proposal Payment Dashboard modernizes your billing, making it a smooth and professional experience for both you and your clients. It eliminates ambiguity, secures your income, and gives you back the time you used to spend on administrative follow-ups.

 

Get Paid Your Way, Without the Chase

The Proposal Payment Dashboard puts you firmly in control of your cash flow by integrating payments directly into the proposal and signing process.

• Secure Your Revenue Upfront You no longer have to wait for a signature before talking about payment. Now, you can mandate that clients add a secure payment method or pay a deposit as part of the signing process. This single step ensures you never start work on an unsecured project again.
• Gain Full Visibility with a Financial Summary The top of your dashboard provides a clear overview of each proposal’s financial health. You’ll instantly see the total proposal value, what’s been paid, and what’s outstanding, removing all guesswork.
• Take Action in an Instant The “Quick Actions” menu is your new best friend. From this menu, you can immediately:
  1. Charge a deposit that has been authorized.
  2. Create and send an instant bill for additional work or out-of-scope requests.
  3. Collect any pending payments with a single click.

Log in to your account to experience the new dashboard today!

Craft Your Perfect Payment Workflow with New Billing Structures

As a follow-up to our new Proposal Payment Dashboard, we’re taking you deeper into the features that give you unparalleled control over how you get paid: Flexible Billing Preferences and Structures.

Think of these new options as building blocks. You can mix and match them to create a seamless and professional payment journey for any type of client engagement.

Your Payment Gateway & Timing Options

You have full control over the checkout process. Decide when to charge and how clients can pay.

• Timing is Everything: Choose to collect payment details only, charge before signing, bill immediately after signing, or even delay the charge for a set number of days. This flexibility allows you to match your billing practices to your client relationship.
• Offer Convenient Methods: You can dictate whether to accept Card payments, Bank Transfers, or empower your clients by letting them choose their preferred method.

 

Your Core Billing Structure

Define the initial payment required to kick off the project. Our system supports the most common business models right out of the box.

• Percentage-Based Deposit: Ideal for project-based work. Automatically require a percentage of the total proposal value (e.g., 50%) to secure the engagement.
• Fixed Kickoff Fee: Set a specific one-time amount to be paid upon signing. Perfect for setup fees or smaller project deposits.
• Retainer Startup Fee: For ongoing work, you can collect a one-time setup fee plus the first instance of the recurring bill simultaneously.

 

The Advanced Technique: Itemized Fee Controls

For maximum flexibility, you can go beyond a single rule and apply different payment requirements to each service in your fee table.

Remember this billing term option for product/ service?

This means you can…

• Collect full payment for a product or license fee upfront.
• Take a percentage deposit for a large creative service on the same proposal.
• Bill for a consultation fee only upon completion of that milestone.

The system is smart. It knows exactly which fees require an advance payment and which can wait. You set the rules once per service, and it automatically calculates the correct total deposit for the client. This makes complex proposals with varied payment terms simple and professional.

By combining these building blocks, you move from a rigid billing process to a dynamic, automated workflow that fits your business like a glove.

 

Comprehensive Reporting for Total Financial Clarity

 

The final component of our new payment features is here to answer the most important questions for your business: “Where does my money stand?” and “What do I need to do next?”

Welcome to the new Payment Reporting & Tracking system—your single source of truth for every payment, from proposal to deposit to final collection.

One Report to Rule Them All

Say goodbye to cross-referencing multiple systems. Our detailed report consolidates all payment activity into one clean, easy-to-understand view.

You Can Now Track Everything in One Place:

• All Proposal-Related Fees: Get a complete financial picture of every signed proposal. The report meticulously tracks one-time fees, recurring revenue from retainers, and any instant bills you’ve created.
• The Full Payment Lifecycle: Follow the money at every stage. You can easily distinguish between initial advance payments received, final balances that have been collected, and any outstanding payments that are still pending.

 

From Passive Reporting to Proactive Management

A report is only useful if it helps you make decisions. That’s why we’ve built action tools directly into the reporting interface, allowing you to manage your cash flow proactively.

Right from the report, you can:

• Instantly Address Pending Payments: The report will highlight any fees that are due for collection. A simple click allows you to trigger the payment process without ever leaving the page, dramatically speeding up your accounts receivable.
• Issue New Invoices in Seconds: When new, billable work comes up for an existing client, you don’t have to start a new proposal. Use the “Generate Instant Bill” action to create and send a new invoice for that work immediately.
• Maintain a Clear View of Your Cash Flow: By seeing all expected and received payments in one place, you can better forecast your income, spot payment bottlenecks, and ensure your business stays financially healthy.

This isn’t just about looking at numbers. It’s about giving you the clarity to understand your financial position and the control to improve it instantly.

 

Create Instant Bills for Out-of-Scope Work

We’re excited to roll out a much-requested feature designed to help you bill more efficiently and protect your profits: Instant Bills.

You can now easily charge clients for additional work that isn’t covered in the original, agreed-upon scope. This is your go-to tool for managing ad-hoc requests and preventing scope creep.

 

Why Use an Instant Bill?

Instead of creating an entirely new proposal for a small change, an Instant Bill allows you to:

• Bill Quickly: Generate and send a bill for extra work in under a minute.
• Maintain Professionalism: Formalize ad-hoc requests so they don’t get lost in email chains.
• Ensure You Get Paid: Create a clear, billable record for every task that falls outside the initial agreement.

 

You’re in Control of the Approval Process

 

Every client relationship is different, so we’ve given you the flexibility to choose how you want to bill for extra work.

• For Pre-Approved Work: Bill Instantly If you’ve already discussed the extra task and cost with your client, you can create the bill and immediately charge their payment method on file. It’s efficient and straightforward.
• For New Requests: Request Client Approval To ensure everyone is on the same page, you can create an Instant Bill and send it for client approval. They receive a notification to review the scope and cost of the additional work. Once they approve it, the payment can be processed. This is the best way to ensure transparency and avoid surprises.

 

How to Use Instant Bills Effectively

1. Acknowledge the Request: When a client asks for something extra, acknowledge it and let them know you’ll send over an Instant Bill for them to approve.
2. Create with Clear Descriptions: In the bill, clearly describe the task. For example, instead of “Extra work,” write “Addition of ‘Our Team’ page with 5 staff profiles.”
3. Link to the Original Scope: If possible, reference the main project or proposal it relates to.
4. Track the Payment: Monitor the status of your Instant Bill—from sent to approved to paid—all within your main payment dashboard.

Small, unbilled tasks can add up to significant lost revenue over time. Use Instant Bills to ensure your hard work is always valued and compensated.

Add/Import Fees in Editor

Once you have collected initial deposit, you will be able to start collecting pending service fees. These fees can be collected as soon as you have delivered those services.

 

AI Generated 3-Tiered Pricing Package (Beta)

We are working with a few customers for AI generated 3-tiered pricing package. It is in early stage, its results are quite promising as we are reviewing the packages we are able to generated

Let us know if you would are interested.