We worked with Fresh Proposals for the last several years before we had our team build our own proposal system. I will say Jay with Fresh Proposals and their team is fast responding and great to work with, they helped us get to the next level until we hired our own development team. Some features I really enjoyed was the automated proposal creation at scale with dynamic customization, instant pricing updates, and built-in eSignature—all while integrating seamlessly through Zapier and APIs. they helped us quickly onboard partners, standardize the sales process, and turn one template into thousands of personalized, data-driven proposals. They were very cost-efficient for our needs and getting us launched. Review collected by and hosted on G2.com.
The wysiwyg would often be lagging and we ended up needing more customizations over time than the team could support- however its because we outgrew the system because we scaling so quickly. I think if you have a set need that doesn't have as many dynamic features as we needed this is a fantastic option for you and can't rate their customer service high enough. We thought they were classy all the way to the end of our contract to work with! Review collected by and hosted on G2.com.
