Looking For Proposal Software? Show Value + Win Clients With FreshBooks

After you or your sales teams create your winning proposal with our best proposal management software tools, clients can access your professional-looking proposal documents 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 both you and your clients to use.

Learn more about how your clients can interact with Proposals in our proposal management software.

Get a quick summary of Proposals on FreshBooks in this short video.

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 you’re finished creating your Proposal document, you can either save it or send the final document to your Client. Creating proposals on the go has never been easier.

Learn how to create proposals on your iOS device here.

FreshBooks professional proposal software lets you and your sales team customise most of the design and all of the content for your potential clients! The professional templates include sections like the overview, scope of work, and timelines with rich text formatting capabilities as well as image and document attachments.

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 any other perfectly branded proposal from your company. That’s a lot more than you can do in Microsoft Word, Google Docs, and other proposal software 😉 If you’re ready to start creating better proposals that close deals, give it a try.

Learn more about customising your proposal templates for service businesses here.

The short answer is YES!

The long answer is below.

When you or your sales team create new Proposals in FreshBooks, with another proposal management software, or even in proposal templates and require an eSignature, the ETA governs e-signature capabilities in New Zealand. The Electronic Transactions Act (or ETA for short) 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 examples of an “electronic signature” can 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
• New Zealand Government Filings

• Negotiable Instruments, Bills of Exchange, Promissory Notes, Bills of Ladings and Other Transferable Documents