We may not be able to keep this page updated.
Please check all update related announcement at Fresh Proposals blog.
We may not be able to keep this page updated.
Please check all update related announcement at Fresh Proposals blog.
Here are some of the Fresh Proposals Software Update – July + Mid August 2021
Some of you wanted to copy a page from one section to another. Now you can use this feature to copy a page and all of its content to another section in the same proposal or template.
As you click on the icon showed above, you will be prompted to select desired section from the dropdown list.
Once a target section in a current proposal/template is selected, you can click Copy Page to proceed. This action will copy all content on the current page and the same will be recreated/added as a new page in the desired/target section.
Indirectly this will enable you to move a page from one section to another by following same steps above, just that you will need to delete the current page in an existing section.
Some of you have requested this enhancement and it make sense to upload the signed proposal PDF document to the HubSpot deals page. Remember, the proposal PDF will be automatically uploaded to the deal page after all designated signatories have signed the document. .
Previously you needed to apply filter to enlist active proposals. Many of you have requested an enhancement to set the default proposals list as active proposals.
So here you go. You have a default tab in proposals listing that shows active proposals. You can also see the current count of active proposals. That doesn’t mean you will lose access to all proposals, No! You can still access all proposals (in draft, sent, signed, accepted, etc statuses) in All Tab.
Remember, you can also use search filter on the right side to further refine your listing based on client name, status, year, proposal name, etc. The proposal count seen along the Tab title displays filtered proposals which meet search-filter criteria.
You can see same set of components/blocks are available in this vertical menu bar, instead of three horizontal rows in the right side properties panel. This new tool bar is closer to proposal pages making it easier to drag-drop or click to add a new content blocks to your proposal document. This bar is also setting a stage for upcoming, new components to be added in the toolbar in proposal/template editor.
Just in case if you have missed it, Snippet has got a new icon.
We also realized the Proposal Details or Template Details tab in the editor was accessible only when clicking the Info/Arrow icon in the top. Now you will see Proposal Details tab, Template Details tab always accessible in the top of the right side properties panel.
It is interesting to see that many users are using self-sign option regularly. By and large, it is a good practice to include sender’s signature in the proposal and have it signed before sending the proposal to client/prospect. While viewing/previewing the proposal document, system would show who all are signatories and their respective statuses (signed or pending). However the internal proposal summary page, the system wasn’t indicating status of signature for the proposing side. This enhancement clears such doubts.
You can track the status displayed as Signed when designated signatory from sending side signs the proposal.
There can be multiple signatory from sending as well s receiving side. You can track it all
Remember, if there is anyone without signature assigned to him/her, the signature-status will not be displayed for him/her.
With this update, we have introduced three new client-view language translation
As you set the Right To Left (RTL) settings for languages like Arabic or Hebrew, and also set client-view language preference to Hebrew/Arabic, it will look like this
Let us know in the chat, if you find any of the translated text that needs improvement.
In order to bring further clarity to identify proposals based on the status while scanning the list of proposals, we have added icons to the card for proposals that are Sent or still in Draft status.
With Stripe payment integration, you can set percentage of a proposal value to be collected as advance payment while creating a proposal. Now you can override this percentage later and also enable/disable Stripe payment for a given proposal while/after editing the proposal. This option was already available in proposal editor > Client View option.
Now this option is available in Proposal Details page. You don’t need to open proposal editor after client has viewed your proposal (i.e. no need to unlock it).
Many users (including us), keep editing proposal and move to preview it. While previewing the proposal, we may realize that client/contact details should be updated and I need to go to clients page/ or if certain settings in the account setting page need to be changed. The only you were able to go back to main navigation, was going back to the editor and then to main page.
It involved unnecessary going back to editor (one more click + page loading time). We listened to you and improved the navigation options. If you are in the proposal preview, you will be able to jump back to proposal listing or proposal summary page or dashboard. One click and you are back to the main page.
Proposal emailer was the similar story. If someone has moved to the proposal emailer page via proposal editor and if s/he wanted to jump to the proposal summary page, s/he had to go through proposal editor page before navigating to Proposal Summary page. But NO MORE hassle.
You have options to jump to proposal listing or proposal summary page or account dashboard in a single click.
While scheduling a reminder email, one may not realize that it would get scheduled over the weekends (Saturday, Sunday). Now system will display a warning (not error) that the reminder email will be scheduled over the weekend.
While most users may not want to schedule/send reminder emails to their client over the weekend, there are use-cases wherein some users do want to send reminder email specifically on weekends. Though it may sound counter-intuitive but they would like to schedule reminder email only if they see such warning while sending the proposal email.
Though we didn’t declare it before, you may have noticed that the editor shows dotted lines of alignment assist as you drag a content blocks on the page. It also enables snap-to-grid. While it works well in normal situations, if content blocks on a give page get smaller and/or crowded, snap-to-grid feature may not function effectively.
To avoid challenges in aligning content blocks in these situation, we have enabled a temporary option in the editor. This option named “Assist Alignment” is enabled by default. If you want to manually align the blocks/move to desired place, you can turn off this option.
Remember, this option is not preserved or saved as preference; for the next document editing, it will be reset to Enabled for the next document editing page. Going forward, we would like to make the alignment assist/snap-to-grid functionality smoother that you don’t have to turn-off this option or even use this option.
This enhancement was requested by few users. They don’t want to use/view sub-total column in the fees table. It can be useful if all your fees included in the table are either fixed or ‘content-type’; since sub-total column does not make much sense in this case.
Following screenshot shows the way fees table appear if this option is turned off. Similarly, you need to decide whether you want to turn-On or Off this option for the fees you want to present to your client.
As you connect Stripe payment gateway/ integration, it will be displayed in the activities card of the main dashboard. It is useful when there are multiple admin users and one of them connects or disconnects such integration, it will be logged in activities.
If you are scheduling reminder email and for whatever reasons you want NOT to send the reminder email, now you can uncheck the box for reminder email in the proposal emailer. Unticking the checkbox will warn you and ask for your confirmation. Once confirmed, the email will be removed from scheduled queue.
It should be noted that if reminder email is already sent or client has viewed, this option can not be used.
We fixed quite a few bugs, enlisting few of those especially if you have reported those to us.
Happy New Year everyone. We have set of new features, enhancements and bug fixes to share.
You can set up Fresh Proposals + Stripe integration and start accepting payment right through Fresh Proposals as clients signs your proposal. You can set % of amount to be collected for a given proposal.
You can find more information about this feature here.
Beside 25 languages we've added, we started receiving feedback about additional language support as well as improvement to existing languages available for client-view.
We will continue to improve existing languages translation based on the feedback received.
Users were unable to move items from one page to another. We heard you. We have added Snippet feature. This is clipboard kind of a feature that allows you to save content block(s) that you'd like to reuse. It is mini-version of page copy or section copy. The best part is, once a content block (shape, image, fees table, text box) is added to snippet it can be used in the same proposal, or different proposal or same template or different templates; even by other team members.
Find more info about how to add to snippet, use it, manage elements in snippet here.
Manage Snippets Library
You can manage items in snippet library similar to Image/ Video Library (Content Library > Snippet)
There are couple of minor issues about text formatting with text type Snippets which are being fixed.
improvement Supporting HTML
improvement Decimal Places
You can set decimal places to show in the fees table. This option is available in Client-View tab as shown below
improvement Active Proposal count updated if validity has expired
If you have a proposal sent to client but its validity date has passed. Now it will not be counted as active proposal and client will not be able to access the proposal.
View Active Proposals
We continue to focus more on editor improvements as well as UI performance activities.
We are really happy to announce that the custom domain feature is fully automated from our side. Meaning, you do not need to contact us to configure your custom domain, if you are able to save DNS entries correctly.
For non-starters, refer this guide to know more about custom domain feature.
Previously, to add a content block to proposal pages, the only option users had was to drag-drop the content block from right side panel as shown below.
Existing Way - Drag-Drop to add Block (will continue to work)
We realized, not everyone can understand the drag-drop mechanism and hence improved it to Click-To-Add. Now simply click on the icon of the desired content block on the right and the content block will be added to a default position on the active page and you can move it wherever you want to.
New Way - Simple Click to Add Block
Note: for those who want to position content block to a specific position, they can continue to use drag-drop functionality. It is not going away, since it gives you better control.
We have done considerable user interface refactoring (UI refactoring) to menus and certain pages. We will continue to refine and make it a smooth & consistent experience for the users.
For those who have keen eye on UI-UX improvements, we have started using SVG icons instead of PNG images.
When you look at settings pages, merely a glance at the screenshot you may feel boxes were fine, however when you will use it as a user, in terms of interactions, access to information, the latest UI refactoring changes provide better navigation, better ability to view-act on options available on the page.
Setting up a custom domain is not easy and we have first hand experienced when we used other products. We decided to change it. The flow of adding a custom domain to your account has been simplified and literally hand-hold users through the process, step by step.
Note: Those who have already set up a custom domain, need use this feature.
Users from IT Managed Services, IT Security services companies have raised feature requests to make proposal tracking optional per proposal, with solid justification to do so. Hence we have decided to implement this feature.
Now you can see a proposal tracking option even at account level, you can set it enabled or disabled. Accordingly, all new proposals will follow this direction.
If you have enabled tracking at your account level, you have the option to turn off tracking even at individual proposal level, as you can see below.
Refer user guide for this feature.
That's all for now.
Send beautiful proposals, add interactive pricing and eSignature to it. Get proposal insights to better understand your prospect's actions and intention and close more deals. Know more about Fresh Proposals software here: https://www.freshproposals.com
New Templates
We have included new templates for event management proposal, SaaS software proposal, UX Design Proposal, etc.
Alignment Assist
Honestly, this has been our own itch. We were unable to align blocks in the middle of the page or textbox with references to other blocks.
We have moved the alignment assist work bit further. If you have content blocks (e.g. textbox, image, shape, signature, etc) in a proposal/editor page and when you try to move (drag-drop) them, you will notice dotted lines gets highlighted over the mid point of the content block. It is to help you align the component/block to the center of the page. We will continue to work on it to simplify alignment of blocks for you.
It looks something like this
Zapier
We have implemented Zapier integration. Currently we are waiting for Fresh Proposals app listing to get published on Zapier marketplace. If you have zapier account you can use triggers and actions to add contacts from CRM tools to Fresh Proposals and when proposals are created/sent/accepted, you can create/update deals in CRM. There are many uses cases that one can apply. We will soon create Zapier templates for Fresh Proposals and make it available to our uses.
Note: Zapier integration is not applicable/available to all plans. WE CAN FLY /TEAM plan will have this feature enabled in next few days.
Undo-Redo Operations in Editor
If you are editing a proposal/template and changed color, height/length, padding, etc of a textbox, image and any other block; you realize that you need to go back and set revert to the previous color of textbox/shape. Yes, it has indeed happened quite a few times when we ourselves have been creating templates; and we badly wanted to go back to the earlier state of the content block. This enhancement was definitely due for a while and we've also received feature requests last month.
Note: Currently we are allowing undo-redo of properties on right side panel only, soon it will cover other aspects of undo-redo in the editor. There will be certain actions wherein system asks for explicit consent/confirmation from the user such as - deleting/ adding sections in the sections list, we will not allow undo-redo operation in such cases.
New google fonts
New set of Google fonts are available now. We are moving in a direction wherein including new Google Fonts to the system should be possible without new release/deployment.
Redesigned Settings Page
Not a major change though, we have simplified the settings page by organzing various options into few logical groups. These sub-settings groups can be expanded and collapsed.
