Ignition

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

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.

<a href="https://support.ignitionapp.com/en/articles/4163212-defining-the-proposal-term-proposal-start-date-minimum-contract-length">Custom minimum term contract dates</a>

<a href="https://support.ignitionapp.com/en/articles/4163212-defining-the-proposal-term-proposal-start-date-minimum-contract-length">Custom proposal start date</a>

<a href="https://support.ignitionapp.com/en/articles/10011758-proposal-expiry">Proposal expiry date</a>

- <a href="https://support.ignitionapp.com/en/articles/4163212-defining-the-proposal-term-proposal-start-date-minimum-contract-length">Custom minimum term contract dates</a>
- <a href="https://support.ignitionapp.com/en/articles/4163212-defining-the-proposal-term-proposal-start-date-minimum-contract-length">Custom proposal start date</a>
- <a href="https://support.ignitionapp.com/en/articles/10011758-proposal-expiry">Proposal expiry date</a>

<a href="https://support.ignitionapp.com/en/articles/4430024-proposal-options">Proposal options</a>

<a href="https://support.ignitionapp.com/en/articles/4163394-projects">Projects</a>

<a href="https://support.ignitionapp.com/en/articles/9321908-proposal-add-ons">Proposal add-on services</a>

<a href="https://support.ignitionapp.com/en/articles/8458280-apply-a-price-increase">Apply a price increase</a>

<a href="https://support.ignitionapp.com/en/articles/9000854-how-to-apply-discounts-to-services">Apply a discount</a>

- <a href="https://support.ignitionapp.com/en/articles/4430024-proposal-options">Proposal options</a>
- <a href="https://support.ignitionapp.com/en/articles/4163394-projects">Projects</a>
- <a href="https://support.ignitionapp.com/en/articles/9321908-proposal-add-ons">Proposal add-on services</a>
- <a href="https://support.ignitionapp.com/en/articles/8458280-apply-a-price-increase">Apply a price increase</a>
- <a href="https://support.ignitionapp.com/en/articles/9000854-how-to-apply-discounts-to-services">Apply a discount</a>
- Ability to reorder services

<a href="https://support.ignitionapp.com/en/articles/4163232-service-types-billing-rules">Custom billing start date &amp; billing end date</a>

<a href="https://support.ignitionapp.com/en/articles/4163240-price-types">Customize billing mode (automatic or manual</a>) ​

<a href="https://support.ignitionapp.com/en/articles/5270980-editing-service-templates">Replace edits made on service in the library</a>

<a href="https://support.ignitionapp.com/en/articles/1207776-using-service-terms-to-dynamically-create-relevant-contracts">Add/edit service terms</a>

<a href="https://support.ignitionapp.com/en/articles/4170533-automation">Workflow creation or deployment</a>

- <a href="https://support.ignitionapp.com/en/articles/4163232-service-types-billing-rules">Custom billing start date &amp; billing end date</a>
- <a href="https://support.ignitionapp.com/en/articles/4163240-price-types">Customize billing mode (automatic or manual</a>) ​
- <a href="https://support.ignitionapp.com/en/articles/5270980-editing-service-templates">Replace edits made on service in the library</a>
- <a href="https://support.ignitionapp.com/en/articles/1207776-using-service-terms-to-dynamically-create-relevant-contracts">Add/edit service terms</a>
- <a href="https://support.ignitionapp.com/en/articles/4170533-automation">Workflow creation or deployment</a>

The Automation step will only show if you have Xero Practice Manager (XPM) connected. <a href="https://support.ignitionapp.com/en/articles/4170533-automation">Learn more here</a>.

- The Automation step will only show if you have Xero Practice Manager (XPM) connected. <a href="https://support.ignitionapp.com/en/articles/4170533-automation">Learn more here</a>.

<a href="https://support.ignitionapp.com/en/articles/600802-customizing-email-and-message-templates">Select different message templates for the Introduction/Next steps</a>

<a href="https://support.ignitionapp.com/en/articles/600802-customizing-email-and-message-templates">Save message templates</a>

<a href="https://support.ignitionapp.com/en/articles/3649570-how-to-add-videos-to-a-proposal">Add a video</a>

<a href="https://support.ignitionapp.com/en/articles/6449449-proposals-5-presentation-reviewing-and-sending-proposals-2-mins">Select or upload a brochure</a>

<a href="https://support.ignitionapp.com/en/articles/6449449-proposals-5-presentation-reviewing-and-sending-proposals-2-mins#h_f94e648aaf">Email a copy</a>

- <a href="https://support.ignitionapp.com/en/articles/600802-customizing-email-and-message-templates">Select different message templates for the Introduction/Next steps</a> 
- <a href="https://support.ignitionapp.com/en/articles/600802-customizing-email-and-message-templates">Save message templates</a>
- <a href="https://support.ignitionapp.com/en/articles/3649570-how-to-add-videos-to-a-proposal">Add a video</a>
- <a href="https://support.ignitionapp.com/en/articles/6449449-proposals-5-presentation-reviewing-and-sending-proposals-2-mins">Select or upload a brochure</a>
- <a href="https://support.ignitionapp.com/en/articles/6449449-proposals-5-presentation-reviewing-and-sending-proposals-2-mins#h_f94e648aaf">Email a copy</a>

<a href="https://support.ignitionapp.com/en/articles/6449449-proposals-5-presentation-reviewing-and-sending-proposals-2-mins#h_eccdf54384">Preview the proposal from the client's perspective in a separate tab</a>

<a href="https://support.ignitionapp.com/en/articles/4685991-my-proposal-templates#h_86c31cce38">View, select and use proposal templates</a>

<a href="https://support.ignitionapp.com/en/articles/4685991-my-proposal-templates#h_644460cece">Save as a proposal template</a>

<a href="https://support.ignitionapp.com/en/articles/4155779-sending-the-proposal#h_57b10c1c4c">Share via link</a>

<a href="https://support.ignitionapp.com/en/articles/8594099-accept-on-your-client-s-behalf">Accept on the client's behalf</a>

<a href="https://support.ignitionapp.com/en/articles/5459509-how-to-manage-proposals#h_65277fef8e">Move to awaiting</a>

<a href="https://support.ignitionapp.com/en/articles/5626346-ignition-and-gusto">Smart billing with Gusto</a>

- <a href="https://support.ignitionapp.com/en/articles/6449449-proposals-5-presentation-reviewing-and-sending-proposals-2-mins#h_eccdf54384">Preview the proposal from the client's perspective in a separate tab</a>
- <a href="https://support.ignitionapp.com/en/articles/4685991-my-proposal-templates#h_86c31cce38">View, select and use proposal templates</a>
- <a href="https://support.ignitionapp.com/en/articles/4685991-my-proposal-templates#h_644460cece">Save as a proposal template</a>
- <a href="https://support.ignitionapp.com/en/articles/4155779-sending-the-proposal#h_57b10c1c4c">Share via link</a>
- <a href="https://support.ignitionapp.com/en/articles/8594099-accept-on-your-client-s-behalf">Accept on the client's behalf</a>
- <a href="https://support.ignitionapp.com/en/articles/5459509-how-to-manage-proposals#h_65277fef8e">Move to awaiting</a>
- <a href="https://support.ignitionapp.com/en/articles/5626346-ignition-and-gusto">Smart billing with Gusto</a>

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

How to access the advanced proposal editor

Features available in Advanced

General

Services

Automation

Presentation

Expanded Control