Looking For Proposal Software? Show Value, Win Clients with FreshBooks
Polish Up Your Elevator Pitch
Custom Proposals in our proposal management software give your clients all the details, supported by images and attachments. Scope it out, outline their needs and how you meet them, then click send.
Close and Get Paid — Here’s How
With in-app commenting, online approval and eSignatures, FreshBooks proposal software helps your clients take action. Align timelines and easily convert Proposals to Invoices to save time on billing.
Have They Read It? Check Proposal Status!
In progress, viewed, or accepted. You’ll always know the status of a Proposal during the proposal process. Client questions? Respond right in the FreshBooks online proposal software. Need an old Proposal? Track them all in Client Profiles.
More Ways Proposal Software Connects You to Clients
Build proposals and send from anywhere with the FreshBooks mobile app
Get notified about Proposal client activity
Add images and attachments to showcase your value
Seal the deal through client eSignatures
Reuse a Proposal
Easily recycle an old Proposal to use for a new client
Download Proposals as PDFs
Vendor proposals stay organised and easily accessible
Easy to Track
Create unique Proposal numbers for easy tracking
Send Proposals in English or French
Have Lots of Clients and Want to Save on Billing?
Our FreshBooks Select Plan could be the solution for you, saving you time and money on more than just the proposal creation process.
The Select Plan includes:
- A dedicated account manager to train your team and migrate your books from other platforms
- Access to lower credit card fees and transaction rates
- 2 free team member accounts
Resources to Make Proposals Work Harder for Your Business
How to Write a Business Proposal That Wins New Clients
[eBook] Master Project Management: Closing the Right Deals and Delivering Amazing Projects
Look Professional and Show Value With FreshBooks Proposals
Get a newsletter that helps you think differently about your business and proposal writing
Frequently Asked Questions
Can My Clients Access My Proposal Online?
Following proposal creation by you or your sales team, clients can access your professional-looking business proposal whenever it’s convenient for them. They can accept pricing plans, ask you questions, and add their electronic signature all from within the FreshBooks user-friendly proposal software. The user interface and workflow are easy for you and your clients to use.
Can I Create a Proposal on My Mobile Phone?
Yes! You and your sales team can use the FreshBooks proposal software for small businesses on your iOS device for greater sales efficiency. Once you log into your account, tap “More” at the bottom of your screen, then tap “Estimates”. From the Estimates screen, tap the “+” at the top right of the screen and tap “Proposal”. From here, you can add all your Proposal content and details like Client, Proposal date, description, and more. When finished creating your Proposal, you can either save it or send the final document to your Client.
What Part of the Proposal Can I Customize?
FreshBooks professional proposal software lets you and your sales team customise a lot of the design and all of the content for your potential clients! The proposal templates include sections like the overview, scope of work and timelines with rich text formatting capabilities and inserting images.
You can also customise the proposal template type, theme colour, and fonts and enable e-signatures. Overall, the proposals you create in FreshBooks will look like perfectly branded proposals from your company. That’s a lot more than you can do in Microsoft Word and other proposal software 😉 If you’re ready to start creating better sales proposals, give it a try.
Is the Customer’s Electronic Signature Legally Binding in Singapore?
The short answer is YES!
The long answer is below.
When you or your sales team create Proposals in FreshBooks, with another proposal management software, or even in proposal templates and require an eSignature, the ETA governs the use of electronic signatures in Singapore. The Infocomm Media Development Authority (“IMDA”) of Singapore regulates the use of electronic signatures and provides that an electronic signature is essentially an acknowledgement supplied in an electronic format. Such acknowledgement can be used by a business to demonstrate a party’s intention (e.g., acceptance) and that can electronically be used to authenticate the party involved.
Types of Electronic Signatures
The ETA does not expressly define an electronic signature, but the IMDA provides that examples of an “electronic signature” include:
- A person typing their name into a contract or email concerning the terms of the agreement
- A person electronically pasting their signature into an electronic version of the contract
- A person accessing a contract through a web-based signature platform and clicking to have their name inserted into the contract in the appropriate place
- A person using a finger, light pen, or touchscreen writes their name in the appropriate place in a contract
A “digital signature” is a recognised form of an electronic signature with additional requirements regarding its security.
Documents That May Be Signed Electronically
The following categories typically do not impose any requirements on the use of electronic signatures:
- Commercial Agreements (including but not limited to those relating to procurement, software licensing, loan agreements)
- Non-disclosure Agreements
- Corporate Resolutions (if not prohibited by the constitution)
- Board Meeting Minutes
- Singapore Government Filings
- Negotiable Instruments, Bills of Exchange, Promissory Notes, Bills of Ladings and Other Transferable Documents