Fresh Proposals Questions

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Q: Is Freshproposals still active? I submitted a chat query last week but have had no response.

rickymundayApr 16, 2025
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Q: I can see Pipedrive is on the list of CRM's to possibly be integrated.

As we use Pipedrive it is a bit of a show stopper for us with no integration at the moment. Having to key all the information again is something we are wanting to avoid with all our Cloud applicaitons

I can't even test it with a trial account as Zapier is not available under a trial.
How long before this integration might be complete?

Also It would be good to provide a image link to an external resource. Such as a button linking to further information or an explainer video on our own website

I would think this would be fairly easy to implement quickly

c6885242ea6c4ad5b6ca1bc9bf582054Dec 25, 2020
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Dhan_FreshProposals

Dhan_FreshProposals

May 14, 2024

A: Pipedrive integration as you noted is part of integration roadmap. We are going to review the list and will prioritize next set of integrations. I can't provide you exact ETA for Pipedrive but we expect it to be available in Q1 2021.

Your point regarding image link/button link is noted.

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Q: I need to reach someone in support but there is no way for me to setup a support account and logging in to ...

the system isn't working since I've changed hosting companies (white labeled). How do I contact you?

Attn_NinjaPLUSFeb 8, 2021
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Dhan_FreshProposals

Dhan_FreshProposals

May 15, 2024

A: Hi,
Sorry about delayed response, pls email your details to
support [at] freshproposals dot com and we will help you out.

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Q: anyone able to login after setting up a custom domain??

mike.rosales.dpoPLUSJan 13, 2021
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Q: Is the stripe integration in yet?

a2pvDec 31, 2020
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Dhan_FreshProposals

Dhan_FreshProposals

May 15, 2024

A: Hi,
Stripe integration is available. We will be updating user guide for this and also sharing update via emails.

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Q: Is the stripe integration in yet?

a2pvDec 31, 2020
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Q: If I purchase 7 codes, will you guarantee that I'll get multiple companies (multiple branding)?

I also need non-English language. In my case Indonesian. Thanks

RonaldPLUSDec 28, 2020
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Dhan_FreshProposals

Dhan_FreshProposals

May 15, 2024

A: Yes, with fully stacked account, you will get Sub-account feature. It will allow you to set up multiple custom brands (company name, logo, custom url, email whitelisting).

The sub-account feature is expected to be available in next quarter.

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Q: Looks interesting with some questions: 1.

Any plans for integration to Pabbly for automation? What is the ETA?
2. Saw from your roadmap that there is a plan to integrate with accounting/invoicing software - Does it include Deskera as well? If you do, any ETA?
3. Any plans to open up for sub-accounts?
4. Can I have proposal from multiple companies with one account?

Thanks.

Sumo.Ling23693PLUSDec 16, 2020
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Dhan_FreshProposals

Dhan_FreshProposals

May 14, 2024

A: 1. Any plans for integration to Pabbly for automation? What is the ETA?
> We have added to the list of integrations users are expecting. We are gathering users interest for tools integrations, pls upvote the tools you would like to see FP integration with those; and we will prioritize integrations. I can't share ETA at this point in time.

2. Saw from your roadmap that there is a plan to integrate with accounting/invoicing software - Does it include Deskera as well? If you do, any ETA?
Added Deskera to the list, pls upvote it.

3. Any plans to open up for sub-accounts?
We are planning to introduce sub-accounts feature. It is not part of AppSumo deal. We are thinking about offering it for fully stacked deals.

4. Can I have proposal from multiple companies with one account?
Not currently, with sub-account feature: a sub-account will represent a company and it can be used to send that company's proposal, you will be able to set custom branding for sub-account.

Thanks.

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Q: Are you planning to translate the application into Spanish and Catalan?

AlbertPPLUSDec 27, 2020
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Dhan_FreshProposals

Dhan_FreshProposals

May 14, 2024

A: Hi,
The client-view interface is currently available for 25 languages (including Spanish). You can set the option in proposal properties > Client View Options as shown here ( https://i.imgur.com/PcHAwxX.png )
You can help us improve it further, if you have any sugggestion/comments.

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Q: Are we able to delete/close a proposal if we never hear from the client again?

So that it doesn't take up an 'active proposal' Thank you

Sumo_CevDec 27, 2020
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Dhan_FreshProposals

Dhan_FreshProposals

May 15, 2024

A: Yes, you can manually change the status of proposal in proposal summary page (as shown here: https://i.imgur.com/ylDzuFP.png ) or even delete it. You do have control over it. And once marked as rejected/deleted, a proposal is not counted as active proposal.

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Q: 1.

Do we have a comparison with nusii?
2. Can we use Razorpay with this?

AddictedSumolingDec 27, 2020
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Dhan_FreshProposals

Dhan_FreshProposals

May 14, 2024

A: 1. No side by side comparison provided but you can check above message for comparison to similar tool
2. RazorPay integration, we will certainly consider it if more users ask for it.

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Q: I see that with just one code, you offer access to your "We Can Fly" level.

That level has 50 active proposals. For the one code AppSumo offer, you say that only 30 active proposals are possible. Which is it--50 or 30 active proposals?

karen33Dec 27, 2020
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Dhan_FreshProposals

Dhan_FreshProposals

May 15, 2024

A: It is 30 active proposals for one code.

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Q: I purchased 7 codes [60 users] but have not used it yet so my question is this: are there workspaces?

A way to separate certain users to certain templates? I work with multiple brands so this would make my life a hell of a lot easier. I'd prefer not to make separate accounts entirely as I'd like to be able to keep track of everything at once.

Thank you!

a2pvDec 23, 2020
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Dhan_FreshProposals

Dhan_FreshProposals

May 14, 2024

A: Hi,
We have a feature called 'Sub-accounts' expected to be available in Q1 2021. It will allow workspace for companies (each workspace with separate/ custom branding, email whitelisting, separate users, templates, proposal limits). Sub-account feature is not part of AppSumo deal but we are planning to make Sub-accounts feature available to AppSumo users with fully stacked codes.

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Q: Hello, can you please elaborate on sub accounts for fully stacked deals?

How many sub accounts will get the fully stacked deals? Thanks!

antonio15PLUSDec 26, 2020
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Dhan_FreshProposals

Dhan_FreshProposals

May 15, 2024

A: Hi,
I do not have more information to offer at this moment, as the feature is still planned (and its fine aspects are yet to be decided). But I'd like to highlight that Sumoling with fully stacked codes will be offered higher degree of usage compared to rest of the users..

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Q: Hi, Can I test-drive the tool via the free trial and then apply the Appsumo codes.

is it possible?

BassemPLUSDec 25, 2020
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Dhan_FreshProposals

Dhan_FreshProposals

May 15, 2024

A: No. Pls see deal terms.

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Q: Hi, Having played with this I have a few questions, overall the concept is good, the UX is a little poor in ...

places, but generally it has some good features, although the main features of a proposal I couldnt seem to find which leads onto my question.

When sending proposals, generally the look and intro info etc.. is just a template and the main things you want are the ability to create custom services or products send it out and get paid , whilst not taking up to much time so you can be doing other things.

So i was very surprised that there is no product section, I found the fee's row property which enables you to add products or services manually each time, but this isnt logical at all for usability and for the time of the person creating the proposal.

You need the ability to add products from a masters list and then when it comes to adding to your proposal you just click and add what products and services you want and it takes no time at all. Currently it seems you have to manually type each time you want to add a service or product before sending out the proposal, I'm hoping this isnt the case, as this would be the one feature over anything that one would need in a proposal software.

Would you be able to confirm if there is a way to do this or not without manually typing each time? If this isnt currently possible, would you let me know how quickly you think this could be implemented from a tech point of view and if you would prioritise this to the top of your backlog, as looking at your roadmap the features don't look as important as this.

many thanks

RalphBartelPLUSNov 12, 2020
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Dhan_FreshProposals

Dhan_FreshProposals

May 15, 2024

A: Have you signed up using free trial plan? Fees Library may not be available in free trial currently.
But I can confirm, as a AppSumo user, you will have access to it.

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Q: Hi, do you have rtl (right-to-left) languages support?

billing765Dec 24, 2020
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Dhan_FreshProposals

Dhan_FreshProposals

May 15, 2024

A: Hi,
We do not have RTL language support yet but it is planned, part of product roadmap.

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Q: Do you have an example of a proposal that I can see as a potential client would see and go through it?

I know that you're working on Stripe integration. Will it be able to also connect add the client to a subscription in Stripe so I don't have to ask for the credit card information after the first month or setup?

fe54d189480a4a0b91c1202c67e96ec4Dec 22, 2020
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Founder Team
Dhan_FreshProposals

Dhan_FreshProposals

May 14, 2024

A: Hi,
Pls see this video, how a proposal will be seen by a client: https://vimeo.com/494103400

Regarding Stripe integration, currently it is going to be one-off payment, not supporting recurring ones. We are going to consider recurring going forward.

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Q: Is there integration with Square payment processing?

cleazenbyDec 23, 2020
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Dhan_FreshProposals

Dhan_FreshProposals

May 15, 2024

A: Not yet. If more users ask for it, we will definitely consider it.

Thank you.

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Q: Hi there, Is the only client-fillable field the Signature field?

Or can we have a field they have to fill in for other things, such as address, name, etc?

Thanks!

gkcPLUSDec 22, 2020
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Founder Team
Dhan_FreshProposals

Dhan_FreshProposals

May 14, 2024

A: Hi,
We have this feature planned. It will allow client(s) enter their information (address, etc) while accepting a proposal. It is expected to be available in next month.

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