In this update:
Reports ‒ now available to all
Bulk client group proposals ‒ now available to all
Client groups ‒ a page of their own
Renewals for group proposals
Client details and custom text on documents
AI Service Creator
More control over failed payment retries
Consistent date controls for manual invoices
Edit tax rates when invoicing
Milestone split presets
A refreshed look and easier navigation
AI Proposal Creator (Ignition Labs)
Reports
Reports is now live for Pro+ and Enterprise customers in every region. Get ready-to-use reporting on your business right inside Ignition, without exporting to spreadsheets.
What's new
20 interactive reports covering business overview, revenue, sales, clients and collections
Save and reorder reports for quick access
Filter each report by date range, partner, manager, service, client status and more
Drill into the underlying records from supported metrics and charts
Who can access this
Pro+ includes Reports access for 1 user and Enterprise for 2. Admins who can edit users can manage Reports access from Settings → Users.
On the Pro plan? You'll now see Reports in your navigation, where you can register your interest in a free trial.
Bulk client group proposals
Create proposals for many client groups at once, instead of building each one by hand.
What's new
Select groups on the Client groups page and click Create proposal
Use the same four-step wizard as a single proposal: select a template, confirm details, adjust pricing and review the summary
Ignition drafts one proposal per group, with the group's primary client as signatory
Choose who each service is for and who is billed before sending ‒ Ignition won't send a proposal until these are set, so no service or invoice goes unassigned
Client groups ‒ a page of their own
Client groups now have their own list, so you can find and work with your family groups, trusts and trading entities without needing to remember a member's name first.
What's new
A new Client groups item under Clients in the navigation, which appears once you've created your first group
Search your groups by name and see each group's member count and primary client at a glance
Start a new proposal, archive or delete a group straight from the list, or create a new group
Existing links to group pages redirect automatically, so your bookmarks keep working
Renewals for group proposals
Renew group proposals the same way you renew any other proposal, rather than rebuilding multi-entity engagements by hand each year.
What's new
Renew a single group proposal from the proposal itself, or use bulk renew
Mix single-client and group proposals in the same bulk renewal
Services stay grouped by who they're for and who's billed
If an entity has left the group since the original proposal was signed, Ignition names them before creating the renewal and leaves their services out
Note that only one renewal can exist per client group at a time.
Client details and custom text on documents
Add a client's name, address and your own text, like a taxpayer ID, to a document before it goes out for signature. No more keeping a separate copy of the same PDF for every client.
What's new
In Templates → Documents, drag Client name, Client address and free-text fields onto an uploaded document and resize them
Client fields fill in automatically from the client record, and free-text fields are typed in
Works on proposals and on standalone signature requests
Your client sees the filled-in values on the document before they sign
An empty field prints blank, so a missing value never stops you sending
AI Service Creator
AI Service Creator lets you turn the information you already have, such as emails, meeting transcripts, engagement letters, statements of work or a plain-English description, into review-ready services in Ignition.
What's new
Matches against your existing service library, so you reuse what you have instead of creating duplicates
Everything is shown to you for review before anything is added
When a service description comes back missing or too brief, Ignition now writes one for you automatically
Who can access this
Pro plan and above.
More control over failed payment retries
Choose how many times and how often Ignition retries a failed payment, so more failed payments are recovered automatically with less manual chasing.
What's new
Set up to 3 automatic retries on a failed payment
Choose the interval between each retry
See retry indicators in the Collections table at a glance
View retry activity in the activity log within the invoice
Nothing changes unless you adjust it ‒ the default is still 1 retry, 3 days after a failed payment.
Consistent date controls for manual invoices
Set the invoice date and due date before issuing any manual invoice, whether it's a one-off invoice or manual billing items. Handy at month and quarter end, when work billed today belongs to an earlier period.
What's new
Edit both the invoice date and the due date before issuing
When a payment is being collected, the due date sets the payment date, so you can schedule collection per invoice
Manual billing items now work the same way as one-off invoices
See the selected dates before issuing, so you can confirm them up front
The invoice date can be backdated where allowed, and due dates can be up to 3 months ahead when payments are set. Automatic scheduled billing isn't affected.
Edit tax rates when invoicing
You can now view and edit the tax rate on each service when issuing a manual invoice or scheduling an invoice. This gives you control over the tax applied at the point of invoicing, rather than relying only on the rate set on the service.
Milestone split presets
Building milestones in the proposal editor is now quicker. Milestone splits come with presets based on what firms most commonly use, so you start from a sensible default instead of from scratch.
A refreshed look and easier navigation
We've polished Ignition's look and navigation so it's easier to scan and find your way around, with more consistency across the app.
What's new
Clearer navigation: the current page is highlighted in purple, Clients now sits just under Home, and Labs and Help are at the bottom of the main navigation
Settings now uses horizontal tabs instead of sidebar submenus
Apps has been renamed to Integrations
A new Help page guides you to support, onboarding, learning and community
Simpler Create new and profile menus, plus more consistent page layouts throughout
What's new in Labs
AI Proposal Creator (Ignition Labs)
AI Proposal Creator is now open to everyone in Ignition Labs, with no invitation needed. Turn a plain-English instruction, plus an optional transcript, email or statement of work, into an editable proposal draft matched to your clients, templates, services, pricing and billing rules.
What's new
When it matches a service from your library, it can now adjust that service to reflect specific instructions in your prompt or engagement letter
Missing or too-brief service descriptions are filled in automatically
A new Prompt Library, linked in the feature, with example prompts based on how other firms use it
Enable it from Labs at the bottom of the main navigation.
Have questions about any of these updates? Reach out to our support team ‒ we're happy to help.