Creating compelling proposals that win clients shouldn’t feel like an uphill battle. Yet many businesses struggle with time-consuming manual processes, disconnected systems, and proposals that fail to visually communicate their value. That’s exactly why we’ve packed this September update with six major enhancements designed to streamline your workflow, improve client experience, and ultimately help you close more deals.

We’ve shipped a set of updates focused on clarity, speed, and smarter pricing. This post walks you through what changed, why it matters, and how you can put it to work right away. Screenshots are included in each section suggestion so you can drop yours in at the right spots. Let’s see what’s new, why these updates matter for your business, and how you can use them

What’s New: Six Major Updates at a Glance

This release focuses on three core areas: visual communication, system integration, and intelligent automation. Here’s what we’ve delivered:

• Generate 3-Tiered Pricing Package – Strategic pricing now powered by AI
• Filtered BOT Interaction Activities – Filter false positive client activities
• Redesigned Email Signature – Revamped the email signature feature to use templates
• Import Products/Services Catalog – Bulk import product-services group
• Revamped UI Navigation: Updated UI-UX for the navigation menus in the application.
• Datasource for Content Table – Update content table live with the data-source linked to Google Doc (no need to populate it)
• Instant Thumbnail Generation –  As you make change to your proposal content, you will see the thumbnail is updated instantly

 

✨ AI-Powered 3-Tier Pricing Generator

Create Consultant-Grade Pricing Packages in 30 Seconds

 

Pricing is one of the most important elements of any proposal—but also one of the hardest to get right. Researching price points, naming tiers, positioning features, and crafting value jumps can take hours for every new service or client segment.

Our new AI-Driven 3-Tier Pricing Generator eliminates that complexity.
It instantly builds a complete, persuasive pricing table designed to increase conversions and drive higher-value upgrades.

What it does?

With just a few inputs like

• • Your service offering
  • Target industry
  • Preferred design theme

Fresh Proposals automatically generates:

• • • Market-aligned price points
    • Professionally named tiers
    • Descriptions written for clarity and persuasion
    • Feature sets tailored to each tier
    • Strategic value jumps that encourage clients to move up

It’s like having a pricing consultant built right into your proposal editor.

Why It Matters?

Sales and marketing teams often struggle with:

• • • Proposal pricing that feels generic
    • Tiers that don’t convert
    • Hours spent researching and rewriting
    • Inconsistent pricing across team members

This update solves all of that—while helping you present offers that feel thoughtful, premium, and confidence-boosting for clients.

How to Use It

• • • Open any proposal in Fresh Proposals.
    • Add a pricing table or open an existing one.
    • Click “AI Generate 3-Tier Pricing”.
    • Select your service, target sector, and theme.
    • >Let AI generate a complete, editable pricing package.
    • Make any final adjustments—and hit send

This feature is available for all Business tier accounts with allocated AI credits.

 

Bulk Import Your Product & Service Catalog

Upload Thousands of Items into Your Proposal Library in Minutes

Managing product and service details manually can slow proposal creation to a crawl—especially for businesses with large catalogs.

Our new Bulk Import feature allows you to upload your entire product/service database into Fresh Proposals in one go.

This means your sales team can instantly pull accurate items into proposals—and your marketing team can ensure consistency across every document.

What This Feature Enables

Using a simple CSV file, you can now import:

• • • SKUs
    • Product/Service names
    • Descriptions
    • Prices
    • Fee types
    • Single or multiple images per product

Once imported, everything appears neatly in your Content Library, ready for use in pricing tables, templates, fees, and packages.

Images appear as clickable previews inside proposals—offering richer, more visual presentations for clients.

Why It Matters

Teams often struggle with:

• • • Repeating the same data entry across proposals
    • Inconsistent pricing or descriptions
    • Outdated product details
    • Long onboarding times for new sales reps

Bulk Import solves all of this by centralizing your product library and making it instantly usable across the entire organization.

How to Use It

• • • Log in to Fresh Proposals
    • Go to Content Library → Services / Catalog
    • Click Import Services
    • Download the sample CSV template
    • Add your product/service data
    • Upload it back into Fresh Proposals
    • Start using your items across proposals and templates

 

Bonus for HubSpot Users

A native integration is coming soon—allowing you to import your HubSpot product catalog directly into Fresh Proposals with no CSV required.

Automatic Detection of Bot Interactions

Say Goodbye to False “Proposal Viewed” Alerts

As email security tools grow more aggressive, automated scanners have begun opening links inside emails—including proposal links.
This can create false alerts and misleading engagement analytics for sales teams.

To protect the integrity of your proposal insights, Fresh Proposals now automatically detects likely bot sessions and filters them out of your analytics.

What This Update Does

Fresh Proposals now identifies sessions that are likely created by:

• • • Email security tools
    • Link scanners
    • Anti-phishing gateways
    • Automated cybersecurity bots
    • Enterprise email filters (Microsoft, Google, etc.)

These sessions are excluded from:Notifications

• • • Proposal view alerts
    • Engagement Analytics reports
    • Time-spent metrics

Only real human interactions appear in your analytics.

Why It Matters

Misleading engagement data can cause:

• • • Wrong follow-up timing
    • False hope about deal progression
    • Misjudged interest levels
    • Wasted outreach
    • Confusion across the sales team

This update ensures your analytics remain clean, accurate, and actionable—so your team can focus on high-intent buyers.

How It Works

Fresh Proposals evaluates each session using several detection signals including
interaction behavior, timing, environment patterns, and system signatures.

If a session appears bot-like, it is flagged internally and removed from user-facing data.

Result

Your proposal analytics are now:

• More accurate
• More trustworthy
• More reflective of real prospect behavior
• Better for timing follow-ups
• More useful for forecasting

 

Introducing Email Signature Templates in Fresh Proposals

Create Beautiful, Consistent Email Signatures in Seconds

Your proposal emails are one of the most important touchpoints in your sales process.
Now, with our new Email Signature Templates, you can create clean, professional, and beautifully formatted email signatures—without any design work.

Say goodbye to messy fonts, inconsistent formatting, and broken HTML.

You can now choose from pre-made email signature templates and instantly customize:

• Your name and contact details
• Job title and department
• Company name and logo
• Social media links
• Personal photo (optional)
• Legal disclaimers or confidentiality notices
• A single focused call-to-action (optional)

Everything updates in a real-time preview so you always know exactly how your signature will look.

Why It Matters

Sales teams often struggle with:

• Manually typing signatures
• Copy-pasting from email clients
• Formatting issues inside proposal emails
• Inconsistent branding across team members

This update ensures that every proposal email looks polished, consistent, and trustworthy, boosting your professional image and improving the client’s first impression.

How to Use It

• Go to Profile → Email Signature
• Browse the available templates
• Click to preview and customize
• Update your details (name, title, phone, social links, etc.)
• Add/update a logo or photo URL if needed
• Set the template as your default
• Insert the signature placeholder inside your proposal email sequences

Fresh Proposals will handle all formatting automatically.

 

Content Table Sync’ed to External Data source:

Introducing Data Sources: Connect Google Sheets to Your Proposals

Stop manually updating content tables in you proposal. Sync once, update everywhere

The Problem We Solved

Sales and marketing teams told us they were spending hours managing tables in proposals—copying data from spreadsheets, manually formatting columns, and recreating proposals whenever pricing changed. If you maintain your product data, pricing, or service packages in Google Sheets (and who doesn’t?), this was costing you valuable selling time.

The Solution

Data Sources let you link your Google Sheets directly to content tables in Fresh Proposals. Create the connection once, and your proposal tables automatically pull the latest data from your spreadsheet—no manual updates required.

Key Benefits

• Work where you’re comfortable: Build and manage tables in Google Sheets with all your favorite formulas and shortcuts
• Update once, reflect everywhere: Change your Google Sheet, and every linked proposal updates automatically
• Maintain one source of truth: Your team always presents consistent, current information
• Save hours every week: Eliminate copy-paste workflows and manual table updates

How It Works (Quick Steps)

1. Navigate to Content Library → Data Sources
2. Click “Add New Data Source” and paste your Google Sheet URL
3. Add a content table to any template or proposal
4. Select your data source in the properties panel and click “Sync”
5. Your table populates automatically—and stays updated as your Sheet changes

Perfect For

• Sales teams managing pricing across multiple proposals
• Marketing teams maintaining product specifications
• Service businesses with tiered packages
• Any team that wants proposals that stay current without constant manual updates

 

Revamped UI Navigation:

We’ve updated the user interface and the experience to view, use the navigation menus within the application. The objective has been to provide enough vertical whitespace for users as they user documents listing, content library, dashboard, etc. These UI update also uses contemporary visual design patterns.

Instant Thumbnail Generation

If you are editing or viewing proposal, you would have noticed thumbnails are displayed for pages in the left side section’s list. These thumbnails serves to visually engage viewer, in the subtle way; also users do not have to scroll proposal page by page. They can click on the thumbnail to jump to desired page. In such cases, these thumbnails are useful for the viewer to determine which page they should jump to.

The recent update instantly generates the thumbnail based on the page content. If you update anything significant on the page it will instantly generate thumbnail for the page.

 

Let us know how you are using these updates.