BACK TO BLOG

FP Product Team

May 03, 2025

Fresh Proposal Software Update – May 2025

Fresh Proposal Software Update - May 2025

We’re excited to share a variety of new features, improvements, and bug fixes that we’ve rolled out for Fresh Proposals in April. Take a look at what’s new and how these updates can enhance your experience:

Fresh Proposal Software Update – May 2025

 

Introducing Monthly Vs Fixed Pricing Tier

For businesses trying to convert prospective clients for subscription instead of fixed fee, we have introduced Monthly Vs Fixed pricing tier package types.

Set Monthly Vs Fixed Tier Package - Fresh Proposal Software Update-May25

The way it will appear is like this

Selecting Monthly Vs Fixed Tier Package -Fresh Proposal Software Update-May25

Pricing Package Options Yearly Vs Fixed Pricing Tier

You can also have other tiered pricing package types such as Yearly Vs Fixed or Quarterly Vs Fixed service pricing option.

 

Option to Use Existing Payment Method or Add New one

Your clients will be able to see existing payment methods from the previous payments they have completed or they can enter new payment method. No need to keep adding card or bank details every time.

Fresh Proposal Software Update-May25

 

Introducing: Custom Fee Range Type For Clients to Select

If you would like to offer service pricing based on the yearly revenue or any other qualitative that clients can choose from, this range fee type is just what you need. Clients can see appropriate pricing based not he choices they make.

Select Range Type Fee - Fresh Proposal Software Update-May25

 

Introducing Volume Based Fee Type

In case you would like to price your services based on the volume (step up pricing), we have introduced a volume based pricing range fee type. As you/client change quantity, applicable price will be displayed and used.

 

Volume Based Service Pricing - - Fresh Proposal Software Update-May25

 

Search in HubSpot by Contact Name and Import in Fresh Proposals

Now you can search in HubSpot by contact name. While you could already search in HubSpot by the company name, however if you don’t know the company name but know the person by name, you can enter the person’s name and search for it in HubSpot and import desired contact as well as its company.

Search by Contacts in HubSpot - Fresh Proposal software Update May25

If there is no company for a searched contact in HubSpot, Fresh Proposals will add the company in Fresh Proposals using person’s first-last name.

Auto-navigate to Section Added from Library

We’ve simplified the navigation for users when you add a section from your section library to proposal editor or template editor, the popup will be automatically closed and you will be navigated to recently added section.

Auto-navigate to section added from Library - Fresh Proposal software update May25

Display Information about Linked Section Imported from Library

To clearly identify the right section being imported from section library, we have started displaying thumbnail of the first page along with section name as seen in the section library.

Import Section from Library - Displaying Clear Details - Fresh Proposal software update May25

 

Other Enhancements and Bug Fixes

There are more we have done to the Proposal Software Update – May 2025. These are as follows

  • Document interaction analytics showing smart section – fixed

 

Related Posts

Comments

0 Comments

0 Comments