January 25, 2021


improvement Email Signature html code support

Team members can set their email signature in My Account > My Signature. Now you can add html code in the signature as well. 


improvement  Fees Table - more space for title, reorgnized columns

We are redesigning Fees table. As a part of this process, we have enhanced the table layout such that fees title/description will get more space by reorganizing column/ information. For recurring fees are identified in Sub total column as hourly/ monthly/ yearly or quarterly. 

improvement  Proposal Listing Filter - Unsigned

As proposals are sent for client review, if you would like to track those pending proposals, you can use new filter Unsigned. Selecting this filter will give you list of proposals that are not yet accepted or rejected by client. You may want to use this filter to re-approach clients or conclude proposals status.


improvement  Proposal Custom Fields grouped - separate tab

Proposal custom variables are now grouped as a separate tab, to organize the information and navigate better. You will notice a separate tab along with proposals details panel on right side in the proposal editor.


improvement  View/ Update Proposal Category -  in the editor

Proposal category is inherited from the template you have used to create it. You can view/ update proposal category in Proposal Details panel on the right side in the proposal editor. To add/manage proposal category, pls refer this guide.



improvement  Video Block - Shadow Effect

Video block was missing the shadow effect; until one of you wanted it. We have added shadow properties for video block too.


improvement  Comments: Click to jump to comment location

Jump to the place where comment is pointed from the right side comments list panel 


fix  Issues

Invalid date for Eu zones - Fixed

Copy-paste from Google Doc, would add proprietary tag and it would ignore any of styling done in Fresh Proposals editor. Tag removed - Fixed.