New Features
announcement Pricing Packages
You wanted to offer your product/services pricing to your clients as packages e.g.
- Silver package, Gold package, Platinum package or
- Starter, Professional, Business package.
You would like your customers to select one of these packages. Fresh Proposals enables you to create multiple packages using fees table option as shown below. You can name the package, include desired fee items in that package, add next package(s) in the similar way.
Once clicked, client can view his/her selection.
And once a package is selected by client s/he can view proposal price displaying sis/her selection
You can find more information about this feature here.
announcement Import PDF as section
If you have a contract document or some information in a PDF file and you would like to include it in your proposal/template, you can, now import PDF file to your proposal/template in Fresh Proposals.
The import PDF option creates a section in section library. You can import a PDF file either in Content Library as shown below
Or you can import it in the proposal/template editor as shown below.
Once a PDF imported successfully, all its pages are added to a section as images. You ca add textbox, signature boxes, input fields on top of these pages to customize the further You can find more information about this feature here.
announcement Page Settings: BG Color, Shadow, border, corner etc
With this new feature you have more design controls, now. You can set page setting for your proposal and they are applied to all pages in your current proposal.
You can set page background, shadow, corner, border properties and it will appear like this. You can preview these settings right in the settings mode as shown below. You can view the clear preview by exiting Style Settings Mode.
When previewed, it will look as shown below (of course, you can change, control its color as you wish)
announcement Additional language translation: Serbian
We have added Serbian language support for client interface. So if you have clients who prefer to use Serbian language you can send a new proposal with full confidence by enabling Serbian language option enabled. We would like to thank our users who helped with this translation.
Enhancements
improvement Upload Signature Image
Your clients as well as you already have the option typing eSignature. Now you also have the option of of uploading signature image as shown below
You can preview the signature image right in the box, before signing it.
IMPROVEMENT Emailer template has a name
You can name an email template e.g. Initiating English, Initiating French, Healthcare Reminder, Real Estate Reminder, etc
Note: For existing email templates, your subject will become your email template name.
improvement Emailer Redesign
We have redesigned emailer significantly. Now it will appear as a flow of emails
1. You can select email templates to use and apply/set it for current proposal
2. You can set schedule of follow up email after number of days once first proposal email is sent to your client.
3. You can view scheduled reminder date if initiating email is already sent or you can see estimated reminder date if initiating email is supposed to be sent at a given time.
improvement Proposal Total in a Fees Table Option
You can include proposal total as a part of your fees table as shown below. To include proposal total in the fees table, you will need to enable the total option as shown below.
improvement UI Refactoring : Proposal Details - to display client signature status
If you have sent proposal to multiple contacts for a given client, you can track what's happening for each individual contact. You can check whether they have viewed your proposal, signed it or just accepted it.
improvement UI Refactoring : Proposal Details - to display proposal More options (non-content)
Earlier if you have to make non-content related changes to your proposal and if client has viewed your proposal, you would have to unlock the proposal. Now this is addressed, you can view non-content related (mostly client view options) in
Proposal Summary > Proposal Details > More Options
To change the language or proposal category or Accept/Reject button, you don't have to unlock the proposal (you don't need to open the editor).
improvement UI Refactoring : All fixed Fees - column width is used
If your pricing table has all fees as Fixed or Content, system was not displaying the quantities column. But now we have updated it, to utilize the space for other columns like Fees Title.
Bug fixes
Like any other software product, we have fixed quite a few issues as a part of this update, primarily in Comments, editor, emailer and mostly in the UI areas.