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.

Fresh Proposals has been an integral part of my onboarding system for new clients -Templates and client variables allow me to quickly spin up new proposals per client -Email templates allows me to set different emails that get fired off at different stages. They can be broad or personalized to each client/proposal -Customer Support is extremely fast and detailed. Amit has spent time sending over step by step with screenshots to help me figure out a better workflow. -The WYSIWYG editor is easy to get the hang of and allows you to design exactly what you need

There are many benefits to using Fresh Proposals. For example, it saves time and allows you to track if your client has opened the proposal.