Fresh Proposals

What Fresh Proposals is

Fresh Proposals is web software for creating proposals, engagement letters, contracts and quotes that can be tracked, signed electronically and paid online. Its drag-and-drop editor supports text, images, fee tables, signatures, input forms and reusable content. In interactive quotations, clients can select fees or packages and change quantities; tiered pricing is also available. Analytics cover proposal cycle length, the sales funnel, outstanding proposals and engagement with individual proposal sections. Fresh Proposals lists native integrations with HubSpot, QuickBooks, Xero, CPACharge and LawPay, as well as connections to more than 6,000 apps through Zapier. It also describes a REST API and signed webhooks, with API and webhook access available on request for enterprise accounts. The service requires an internet connection and a compatible browser, and recommends Google Chrome. Its 14-day trial allows up to three active proposals. Paid plans are billed annually: Starter costs $20.00 per month for 10 active proposals, Professional costs $40.00 per month for 30, and Business costs $65.00 per month for unlimited active proposals. The company describes the product as intended for small and medium enterprises and lists Pune, India as its headquarters.

Who it suits

Fresh Proposals suits small and medium enterprises that prepare client proposals, engagement letters, contracts or quotes and want to track client activity. It may also fit teams that need online signatures, payment collection, interactive pricing or connections to listed CRM and accounting services.

Limits

The 14-day trial allows a maximum of three active proposals. The cheapest plan, Starter, costs $20.00 per month billed annually and allows 10 active proposals.

Getting started

1. Visit the Fresh Proposals website.
2. Use an internet-connected device with a compatible browser; Chrome is recommended.
3. Start the 14-day trial, which allows up to three active proposals.
4. Choose a paid plan: Starter, Professional or Business.
5. Create a document in the online editor and use the listed integrations if needed.

Verdict

Choose Fresh Proposals if your team needs to prepare and track client documents, collect signatures and payments, or offer interactive pricing. The main reason to look elsewhere is the lack of a free plan; the trial is limited to three active proposals, and ongoing plans are billed annually.