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Standard or Advanced Editor? Key Feature Differences

Learn about the key differences between our Standard and Advanced proposal editing experiences!

Written by Nicole Baptiste
Updated this week

Please note: The standard proposal editor is only available for a limited group of selected users.

Ignition provides two proposal editor modes: Standard and Advanced.

The Standard editor enables quick, easy proposal creation, while the Advanced editor unlocks additional features for enhanced customization and control.

How to access the advanced proposal editor

The Standard proposal editor is set as your default mode, with the option to switch to the Advanced editor on a per-proposal basis.

To switch to the Advanced proposal editor, click the 3 dotsSwitch to advanced mode.

Note: Once a proposal is switched to Advanced, it cannot be reverted to Standard.

Features available in Advanced

The Advanced proposal editor includes up to seven steps, each offering features for enhanced proposal customization. Below is a list of features exclusive to the Advanced editor, not available in the Standard mode. Click the links to learn more about each feature.

General

Services

Automation

  • The Automation step will only show if you have Xero Practice Manager (XPM) connected. Learn more here.

Presentation

Expanded Control

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