Importing of Section from Library

We've made few changes to how section are added to proposal editor from Section library : [a] Add to the sections list [B] import linked section). In the first case, users are auto-navigated, in second case user can view linked section info.

Introducing Monthly Vs Fixed Pricing Tier

For businesses trying to convert prospective clients for subscription instead of fixed fee, we have introduced Monthly Vs Fixed pricing tier package types.

Pricing Package Options Yearly Vs Fixed Pricing Tier

You can also have other tiered pricing package types such as Yearly Vs Fixed or Quarterly Vs Fixed service pricing option.

Option to Use Existing Payment Method or Add New one

Your clients will be able to see existing payment methods from the previous payments they have completed or they can enter new payment method. No need to keep adding card or bank details every time.

Introducing: Custom Fee Range Type For Clients to Select

If you would like to offer service pricing based on the yearly revenue or any other qualitative that clients can choose from, this range fee type is just what you need. Clients can see appropriate pricing based not he choices they make.

Introducing Volume Based Fee Type

In case you would like to price your services based on the volume (step up pricing), we have introduced a volume based pricing range fee type. As you/client change quantity, applicable price will be displayed and used.

Label, Search Images in Image Library

You can set name while you upload images to image library. You can search images in image library and add it to proposal while you are editing proposal or template.

Introducing Fields for Default Contact, Proposal Leads

To automate assignment of signature, input forms you can use Default Client Contact and Proposal Lead. We have introduced a way to use standard & custom fields for default client contact and proposal lead.

Add Inline Image to Textbox

Want to add image just like Google Doc or word and wrap text around it? Now you can. We have made a special provision for you to add inlined image to textbox and set its alignment.

Instant/ Quick Bill using CPACharge

Now you can bill your client for additional services after proposal is signed. It means for minor changes to your initially agreed services or its charges, you can update existing or initiate new services using the same billing