We’re thrilled to announce a variety of new features, improvements, and bug fixes that we’ve rolled out for Fresh Proposals since last month. Discover what’s new and see how these updates can enhance your experience:

Fresh Proposals Software Update – October 2024

Switching workspace just got easier

Switching workflow is now free of distraction. You will see a popup at the center of your page, with more white space to it.

• You can view the list of workspaces you have access to
• See who are part of the workspaces
• Search for workspace by name if you have access to multiple workspaces
• You will be able to see which workspace you are currently/actively viewing

 

 

Managing Images in Proposal

Including images in your proposal, makes it visual. Fresh Proposal software enables you to add images (not just along with text but also as layer). There were a few usability issues with adding, replacing images in a given document. The process was obvious for users and given the advent of options of tools like Canva that many users are exposed to, earlier process was making users do a bit of extra work.

Welcome to new way to replace and add images to your document!

Replacing an image just got a lot simpler

We heard you and simplified the way you can replace an image in your document.

Here is a quick video of how it can be done.

 

 

Directly upload Image to Page in Editor

Adding new image to proposal document has been a multi-step process, it worked but wasn’t the best way considering how users would prefer quicker way to upload image. Hence we have introduced a drag-drop way to upload and add image directly to the proposal page.

Here is a quick video of how to upload-add image to proposal page.

 

Data-type for custom fields

We are introducing data-types for custom fields. Previously there was only one default data-type for custom fields. This update has enabled you to add data-types to custom fields. These data-types are

1. Boolean
2. Date
3. Integer
4. Number
5. String

Going forward, we will be introducing additional data-types for you to use and also extend these data-types to sync values between two systems such as Fresh Proposals and CRMs.

 

Managing client contacts in existing proposal

Now you can manage client contacts for an existing proposal in Proposal Summary > Proposal Details tab as shown below. You do not need to open the proposal in editing mode to add/ update client contacts.

You can add/update or remove client contacts when the proposal status is set as Draft. Clicking an edit icon to the right-top side of the ‘Client Side’ as shown below.

Remember, you can change default contact even if the proposal is sent to client, viewed by client. However it can not be changed once the proposal is signed by client.

Xero – Auto Approve Recurring Invoices & Payments

Fresh Proposals integrates with Xero online accounting software. Now you can streamline the workflow for handling recurring invoices by integrating proposal software with Xero, ensuring efficient and automatic approval upon payment. When your client accepts your proposal and agree to pay recurring payment using Stripe or CPACharge or LawPay; you will be able to push bookkeeping entry in your Xero account by setting a preference.

Xero Integration – Preference to automatically approve recurring invoices

We have updated Xero integration and using an existing preference to automatically approve recurring invoices. Once you start receiving recurring payments, you can also add bookkeeping entry to include recurring billing as your revenue by automatically approving these recurring billed invoices.

Xero: Auto Update Payment Received

We are trying to simplify and automate bookkeeping job for you with this update to Xero integration. WIth a separate preference, you can add bookkeeping entry for bank transaction to recognize the revenue whenever you receive recurring payment from your client using Stripe or CPACharge or Lawpay set up using Fresh Proposal software.

Xero Integration – Recognize paid recurring revenue in your Xero account

As easier it gets, you will see your recurring payment received from y our clients is automatically saved to your bookkeeping software – Xero..

 

Other Enhancements and Bug Fixes

• Custom variable names can be searched by typing text, we have removed case-sensitive restriction of the typed term
• While searching custom variable, search-term can be edited half-way through. We’ve removed restriction to type entire search-term again
• Fixed issue related to scrolling through the list of custom variables
• Enabled ‘Show only used custom variable’  as a default option
• You can create and send proposal for client-contact within your HubSpot account. It would also create deal when a proposal is sent
• Bulk Send – removed the mandatory field ‘Proposal category’. It is no longer mandatory and it will be fetched from template
• Squashed quite a few minor bugs such as related to replace image, repeated clicks while saving subsequent initials, etc.