Fresh Proposals Software Update – Mid-Sept 2022

Fresh Proposals Software Update – Mid Sept 2022 Request Client to Pay First to Sign The Proposal What is Pay First? While not all clients pay advance during the proposal stages; we have a set of users who request clients pay advance at the time of signing the proposal/ contract. There is a section of users who wanted to collect advance payment before client can sign the proposal/contract. It may sound counter-intuitive to some professionals but it is not uncommon to collect advance before signing the proposal/ contract. Advantages This practice reduces the frustration that comes with...

Fresh Proposals Software Update – August 2022

Client View with Input fields Date Picker

Fresh Proposals Software Update – August 2022 Allow Your Client to Enter Date - Date Picker in Your Proposal In your proposal you would like to ask your client when s/he wants to start the engagement.  If you are in hospitality industry, you may want your client to enter specific date of travel/arrival. For legal documentation, you may want your client to enter date of establishment of its business. In short, there are use cases for you to enable your clients enter date in the proposal. Now you can allow your clients to enter date in your proposal while signing the document. As a part of...

Fresh Proposals Software Update – June-July 2022

Fees Table - Weekly Recurring Fees

Fresh Proposals Software Update – June-July 2022 Include Checkbox in Your Proposal As a part of the June-July update, we have introduced an Input block for your clients to tick-through. Yes, it is a tick box / Checkbox. Since the Tick box is in addition to the Input Textbox block, we have updated the toolbar to have multiple input blocks. When clicked, it displays a nested menu as shown below. Once a checkbox is added to the proposal, you will be able to set its properties, look & feel. You can place checkbox/ tick-box on a given page, add text around it. You can set properties of the...

How to write an engagement letter?

what is an engagement letter?

What is an engagement letter? An engagement letter is a formal document that is used to announce the formation of a business relationship between two entities. This document typically contains information about the company, the individual(s) involved, the terms of the agreement, and any other relevant details. The letter typically serves as a binding contract between the firm and its client. It sets forth the terms and conditions under which the firm will provide services. When businesses and clients agree to cooperate on a certain project, they frequently use an engagement letter to...

Fresh Proposals Software Update – May 2022

Assign Signature Role in Template Editor 1

Fresh Proposals Software Update – May 2022 Proposal Roles Two use cases have been shared & highlighted for the implementation of Proposal Roles in Fresh Proposals [A] Auto-assignment of signatures when a proposal is created using template [B]. Allow signee to be changed without editing proposal   Let's look at the two use-cases one by one. [A] Auto-assignment of signatures when a proposal is created using template The first use case is straightforward. Typically a proposal template has single client contact and a proposer as signatories. Previously, template editor would not...

Fresh Proposals Software Update – January 2022

Fresh Proposals Software Update - Jan 2022

Fresh Proposals Software Update – January 2022 Textflow Section You will be able to add a new type of section in the proposal or template editor. It allows you to keep editing text content and it will automatically flow to next page.   You will notice a new option above Upload PDF to add a Textflow section   As you will add the Textflow section, it already has a textbox added to it. While you can add other content blocks from the side bar, the default textbox will remain part of the textflow section. You can copy-paste your text or keep typing text content, as you will reach to...

Fresh Proposals Software Update – November 2021

Fresh Proposals Software Update - Nov 2021

We have few integration + enhancements to Fresh Proposals this month.. Now, here are some of the Fresh Proposals Software Update – October + November 2021 Fresh Proposals Software Update – October + November 2021 Dropbox Integration   You wanted to automate storing of signed sales documents using Dropbox. Presenting Fresh Proposals integration with Dropbox. You can select desired folder in Dropbox wherein you would like to store all documents signed using Fresh Proposals and enable the integration to do the automated upload work. Once all signees sign the proposal/ sales document,...

Fresh Proposals + Google Drive Integration

Google Drive + Fresh Proposals Integration

We are excited to announce availability of Google Drive integration with Fresh Proposals. This integration has been requested by current Fresh Proposals users. Automate Storing of eSigned Documents with Fresh Proposals More often than not, you struggle to centralize your sales documents. It is scattered across emails, files, various online tools. If you are putting all such documents in one place like Google Drive, Fresh Proposals has just enabled you to do the same for eSigned documents. You can connect your Google Drive account with Fresh Proposals, select desired folder to store...

Fresh Proposals + Dropbox Integration

Dropbox Fresh Proposals Software Integration

We are excited to announce availability of Dropbox integration with Fresh Proposals. This integration has been requested by current Fresh Proposals users. Document saving workflow of eSigned PDF More often than not, you struggle to centralize your sales documents. It is scattered across emails, files, various online tools. If you are putting all such documents in one place like Dropbox, Fresh Proposals has just enabled you to do the same for eSigned documents. You can connect your Dropbox account with Fresh Proposals, select desired folder to store eSigned documents and you are all set....

Fresh Proposals Software Update – Sept 2021

Fresh Proposals Software Update - Sept 2021

We have few integration + enhancements to Fresh Proposals this month.. Now, here are some of the Fresh Proposals Software Update – Sept 2021 Fresh Proposals Software Update – Sept 2021 Trello Integration Now you can automate project management based on proposal acceptance/signing using Trello. Presenting Fresh Proposals integration with Trello. You can connect your Trello account with Fresh Proposals While connecting your Trello account with Fresh Proposals, you can review the permission required for the integration to work Once connected, you can select which board and list to be used to...

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