announcement Save Proposal as Template

We have this feature request as a part of product roadmap already. We noticed solid upvotes to it and we implemented it.

There are two ways you can save proposal as template

• Click on the three dots of proposal card and you will see the option (see the screenshot below)

• Right click on the proposal card and you will see the option to save proposal as template

Save a Copy of a proposal

The other variation of saving proposal for re-use is - to save a copy of a proposal. This will create a new proposal and you will be able to assign a client to this new proposal.

announcement Salesflare integration

We have started with Salesflare integration. The essential contact flow from Salesflare CRM to Fresh Proposals can be achieved using this feature. Surprisingly, Salesflare doesn't allow incremental/addition of new contact to be synched through their APIs.

We will continue to enhance this integration for proposal creation, status update.

 announcement  improvement Client View Options

We received tons of feedback for client view option (already have had )

• Show Hide Accept/ Reject Buttons

This is a kind of non-proposal use case. The document sender doesn't want client to approve/reject or sign the document, just want to show some progress/ report. This option in proposal properties panel will allow you to show/hide the accept/reject buttons in client view

Currently these documents will be counted towards active document (we will be implementing archive functionality soon, and archived documents won't be counted toward active proposals)

• Show/Hide Price in Proposal panel for client

This was a fair enhancement request, one of the users requested it. Few clients may turn-off looking at the proposal price, easily seen in the right side panel. Hiding the pricing will make them go through the proposal and discover pricing, after scrolling through the proposal.

We are working on language options too. We have started working with some of you who expressed interest to help in the translation. I think, we will be roll it out in next week.

improvement Fees Table

• Header of the fees table now editable, you can set your own header

• Added Quarterly as a recurring fee option

• First column header changed to SN (it was SR indicating serial number)

improvement Performance Improvement

We have implemented specific application server side performance improvement as well as browser related optimization. This will make heavy users see significant performance improvement.

On a related note, we noticed 

> For few users, on the Activation page, use of password managers would conflict with the character set being entered & what we have been supporting. The issue is squashed but similarly, noticed different users are using different kinds of browser plugins + extensions which can conflict too. If you have such observation, please let us know. We will investigate it further.

fix UI Fixes

• Page delete button was unavailable for Letter/ Legal page styles, Fixed
• Section list label moved to left, changed its font style
• Updated the Sections List in Proposal/Template in terms of animation, background color
• Fees table description - extra line was getting added, fixed
• Fixed Mobile Interface Issue
• Squashed a bug about client custom variable, that would make the client information page feel bit dizzy
• Copy-paste text, variables would show up with yellow background in PDF, fixed.

Have a good one, till we meet next time here :-)