Fresh Proposals

Product details

Fresh Proposals Review: Big fans

5 stars
5 stars

After years of using Better Proposals we picked up a 2 code deal to get features like the PDF download and double signatures. It took us a while to get the conversion done. Good news is we were doing a lot of proposals which created the delay. All new proposals will be coming out of Fresh Proposals now. We are very happy with it. Pros Dashboard is very nice. Details included in notification emails are really helpful - never knew I needed them until I saw them here. Digital signature lines for both us and our client. This has been a problem for years since BP only included the client. We've spent hours having that discussion alone. Downloaded PDF is very clean and nice looking. We constantly had formatting problems with BP that caused client complaints about having to use these as their copy. Control of email templates is very granular. Stats are very detailed Support has been very helpful and responsive. Automatic reminders!!!!!X Needs to be better The Editor. It is very cumbersome. I am a savvy user with dev and IT background. I struggled figuring it out even after I broke down and watched the training videos. I can not let my non-tech staff even use it right now. When they tried it they made a huge mess. I have I a long list of problems with it but have faith it will be cleaned up. Needs integration with Trello done. I hate having to use a Zap just to update my Crmble CRM in Trello.

kardondg
kardondg
Plus member
Verified Purchaser
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