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:

• Visual Product Integration – Add images to pricing tables
• Enhanced Xero Connectivity – Import products and tax rates seamlessly
• Redesigned Email Experience – Cleaner, faster proposal sharing
• Smart Content Organization – Filter services by fee type
• Hybrid Pricing Packages – Mix multiple billing structures in one tier 9beta)
• AI-Powered 3-tiered pricing Generation – Automated 3-tier pricing creation (beta)

Fresh Proposal Software Update – September 2025

Visual Excellence: Transform Your Pricing Tables with Product Images

What Changed

Your interactive pricing tables now support product and service images, creating a visual story that complements your pricing strategy. You can now add images to each product or service line item in the interactive pricing table. Thumbnails appear right next to item names so clients can recognize what they’re buying at a glance.

Why This Matters

Pricing tables are where decisions happen. When clients see a familiar product shot or a simple icon for a service, they scan faster, understand context instantly, and spend less time clarifying. This cuts friction and helps prevent “What is this line?” emails—especially in larger proposals.

Research shows that visual information is processed 60,000 times faster than text. When clients review your proposals, images help them:

• Instantly recognize products and services
• Better understand what they’re purchasing
• Connect emotionally with your offerings
• Navigate proposals more efficiently

How It Works

How to use it In the proposal editor, open your pricing table and select any line item. Click Add Image to attach a thumbnail. Choose an existing asset from your image library or upload a new one. If you need to swap or remove it later, hover over the thumbnail and select Replace or Delete. Use Preview to confirm layout; your clients will see the same visuals in their view.

The implementation is beautifully straightforward:

Add Product Images to Product/ Service Fee Item

Adding Images: Within the proposal editor, you can now attach visuals directly to fee table items. Whether it’s a product photo, service icon, or custom graphic, your pricing becomes immediately more engaging.

Tips

• Keep a consistent image ratio (1:1 works well) so rows look tidy.
• Use clean icons for intangible services and product shots for tangible items.

Add Product Visual to Fee Table

 

 

Select Desired Image from Library

Image Management: Our media library lets you select from previously uploaded images or add new ones on the fly. Need to update a product shot? Simply replace or delete images without disrupting your proposal flow.

Replace/ Delete Product Images

You can replace, delete product/service images if you have already added image(s) to it.

 

Preview/ Client View Service/ Product Images

Client Experience: When clients view your proposal, they see a professional presentation where every line item tells a visual story. This clarity reduces questions and accelerates decision-making.

Pro tip: Use consistent image styles across your proposals to reinforce brand recognition and professionalism..

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

Seamless Integration: Xero Connectivity Reaches New Heights

What Changed

Our Xero integration now imports both products/services AND tax rates, creating true system alignment.

Two improvements make it easier to keep Fresh Proposal in sync with your accounting data:

• Import product/service line items from Xero
• Import tax rates from Xero

Why This Matters

Manual data entry between systems is a productivity killer and error magnet. Business owners waste an average of 21 hours per month on redundant data tasks. Our enhanced integration eliminates this friction entirely. Copying data between systems is slow and error‑prone. Bringing items and taxes directly from Xero reduces duplicate entry, keeps your catalog aligned, and ensures totals match the way finance expects them to.

How It Works

The result? Your proposals always reflect current pricing and tax structures, while you reclaim valuable time for business development activities. First, connect Xero under Integrations (if you haven’t already). To import items, head to your proposal editor or library and click Import from Xero. Select the items you want to bring in, and FPL will add or update them. To sync tax rates, go to Settings > Taxes > Import from Xero and choose the rates you need. Re‑run imports when Xero changes, and use match/update to prevent duplicates.

Import Product/ Services Line Items from Xero to Fresh Proposals

Product & Service Import: Pull your complete Xero inventory directly into FPL. Pricing, descriptions, and categories transfer seamlessly, ensuring consistency across platforms while saving hours of manual setup.

Import Tax Rates from Xero to Fresh Proposals

Tax Rate Synchronization: Keep tax calculations perfectly aligned by importing Xero tax rates in seconds. No more manual updates or calculation discrepancies between your accounting system and proposals.

Smart Organization: Filter Services Library by Fee Type

What Changed

You can now filter products and services in the content library by billing type—one‑time, monthly, yearly, quarterly, and more. Your content library now includes fee-type filtering, letting you view one-time, monthly, or yearly billing items separately.

Why This Matters

When you’re assembling a proposal, the right billing structure is half the battle. Fee‑type filters let you zero in on the items you need without scanning a long list, reducing missed items and pricing errors. As your service portfolio grows, finding the right items becomes increasingly challenging. Time spent searching through long lists is time not spent crafting winning proposals.

How It Works

Open the Services Library and use the Fee Type filter to display one‑time or recurring items. Combine with tags or categories for precise results. This makes it faster to assemble consistent, compliant pricing. With intelligent filtering, you can:

• View one-time services when building project-based proposals
• Focus on recurring items for subscription-based offerings
• Separate yearly services for annual contract presentations

This organization system scales with your business, ensuring proposal creation remains efficient regardless of portfolio size.

Redesigned Proposal Emailer

Enhanced Communication: Redesigned Proposal Emailer

What Changed

We’ve completely reimagined the proposal sharing experience with a modern, streamlined emailer interface. The built‑in emailer has a modern UI with simplified workflows and faster navigation. It’s cleaner, clearer, and quicker from draft to send.

Why This Matters

First impressions matter, especially when sending proposals. A clunky, outdated email interface reflects poorly on your professionalism and can slow down your proposal workflow. Sending a proposal shouldn’t take mental gymnastics. The updated layout streamlines template selection, clarifies recipients (To/CC/BCC), and gives you a reliable preview so formatting looks right the first time.

How It Works

Open a proposal and click Send. Pick a template, verify recipients, personalize the message, attach files if needed, and send. Variables are easier to insert from the sidebar, and you can see formatting before you commit.

The new emailer delivers:

• Cleaner Interface: Simplified UI reduces visual clutter and focuses attention on essential actions
• Faster Navigation: Streamlined workflows get your proposals sent quicker
• Modern Aesthetics: Updated design reflects current UX standards and reinforces your professional brand

Every interaction with your proposal system now feels polished and efficient, from creation to client delivery.

 

Revolutionary Pricing: Hybrid 3-Tiered Packages (Beta)

What Changed

Hybrid tiered pricing lets each tier include multiple service groups, each with its own billing type—fixed, monthly, yearly, quarterly—and its own feature list. A single tier can mix multiple recurring and fixed fees to reflect how you actually sell. Introducing hybrid pricing tiers that combine multiple service groups with different billing structures within a single package.

Why This Matters

Real‑world packages often blend a one‑time setup, a monthly retainer, and an annual license. Traditional tiers force you into one cadence, which hides important cost structure or makes you bolt on items manually. Hybrid tiers keep everything transparent, structured, and easy for clients to understand. Real businesses rarely fit neat pricing categories. You might offer monthly software access, quarterly consulting sessions, and annual strategy reviews all within one service tier. Traditional pricing structures force artificial limitations.

How It Works

Add a 3‑tiered pricing block and choose Hybrid. Inside any tier, create service groups like Setup, Retainer, or Licenses. Assign a fee type and amount to each group, add features, and control visibility or quantities as needed. Consider showing group subtotals so clients can see how the tier price is built. Hybrid tiers let you combine:

• Multiple service groups within one pricing tier
• Different billing cycles (monthly, quarterly, yearly, one-time) in the same package
• Varied fee structures that reflect actual service delivery

For example, your “Professional” tier might include monthly software access ($99/month), quarterly business reviews ($500/quarter), and annual strategic planning ($2,000/year). This flexibility mirrors how modern businesses actually package and deliver services.

 

AI Generated 3-Tiered Pricing Package

Intelligent Automation: AI-Generated 3-Tiered Pricing (Beta)

What Changed

Generate an interactive 3‑tiered pricing package based on your service portfolio and the client’s industry. You get tier names, feature suggestions, and pricing starting points that you can refine. Our AI now analyzes your service portfolio and client industry to automatically generate complete, interactive 3-tiered pricing packages.

Why This Matters

rafting tiers from scratch can stall a proposal. AI gives you a head start so you can spend time tailoring instead of building structure. It helps new team members get to a solid proposal faster, and it nudges consistent packaging across your org. Creating effective pricing tiers requires strategic thinking about value positioning, competitive differentiation, and client psychology. This process typically takes hours and significant expertise.

How It Works

use it In the pricing section, select Generate with AI. Provide your service categories, target industry, and goal (e.g., conversion‑friendly vs. margin‑optimized). Review the proposed Starter/Professional/Premium (or custom) tiers, edit features, adjust prices, and publish. Pair with Hybrid if your tiers need mixed billing types.

Tips

The AI system:

1. Analyzes your service portfolio to understand your capabilities
2. Considers client industry factors and typical needs
3. Generates three strategically positioned tiers with appropriate features and pricing
4. Creates ready-to-use interactive packages that you can immediately customize

This isn’t just automation—it’s intelligent strategy assistance that helps you present options that maximize both client value and revenue potential.

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.