How Does The Proposal Acceptance Experience Work?

Learn about the new Proposal Acceptance Experience

Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

You can now use the new Proposal Acceptance Experience with brochures and or videos for all of your Ignition proposals.

We are so confident in the power of this new design, we have opted to make this the default design for your proposals. If you’d like to use the classic view, you simply disable the toggle at the bottom of the presentation tab when editing a new proposal:

If enabled, you’ll then have the choice to  “Show Service Prices”. Leaving this disabled will roll all recurring service prices into one weekly or monthly price rather than segmenting them out by service. Click here to learn more about the difference between the Summary vs Detailed Payment Schedule.

Attaching a Brochure

The next step in the process is to simply upload a PDF brochure, which will be displayed alongside the Proposal Accept screen. Simply click the button, drag and drop, or select the file from your computer or directly from your online storage solution:

Your brochure will be confirmed as uploaded and you’ll be able to carry on creating your proposal as usual:

Note: If you duplicate a proposal with a brochure attached to it, this will automatically also duplicate that brochure attachment as well! 

Brochure File Sizes

To keep the client checkout and acceptance experience as smooth as possible, there's a 5MB file size limit to the brochure upload. If you have a large PDF that you'd still like to attach, you can use a free online too such as to compress the file below 5MB.

Attaching a Default Brochure

Note: This feature is available on Professional or Scale Subscription Plans only.

If you would like to attach a brochure by default to all your new proposals, you can do this under Settings > Branding.

Upload a Default Brochure Attachment under the Logo Setting. Remember to click Update Settings after you're done.

This attachment will then be included in all new proposals by default - but you can remove it or upload a different brochure on each proposal if you do not want to use the default.

Attaching Videos 

Note: This feature is available on Professional or Scale Subscription Plans only. Check out our blog release here! (22nd Jan 2020)

You now have the ability to embed both an introduction video and a next steps video to your proposals. These are a great way to personally welcome your clients onboard, let them know what to expect next or generally market your firm.

The Classic View

If you’ve already been using Ignition, you’ll be familiar with the “classic” Proposal Acceptance Page (you can make this your default acceptance view by navigating to Settings > Labs). This version delivers all the key elements of your proposal in one single, scrollable and interactive browser screen. Your logo and branding colours are showcased throughout the page, and your client works through each section of the proposal from top to bottom. 

The summary and payment schedule are combined together for brevity, but your client has the ability to expand the service descriptions for more details about the scope. 

They’ll then enter their payment information (for users in AU, CA, US, NZ, UK) and agree to the terms and conditions by entering a digital signature. They could also ask questions or respond to comments from you at the bottom of the screen. 

The design is simple, effective and has a high conversion rate. But after listening to your feedback, we’ve come to understand that it doesn’t do enough to help you validate your value proposition and showcase your brand. Let’s take a look at how the new Proposal Acceptance Experience does exactly that:

The Finished Product

Now that you’re ready to send your proposal, the flexibility built in to Ignition allows you to deliver your proposal in a number of different ways. Whether you want to present it on a tablet or laptop in-person, send the link to your client via email, or as a text message, your new Proposal Acceptance Experience (and the brochure) will respond appropriately:

The Desktop/Laptop/Tablet Browser Experience:

The mobile experience:

Your client will now be guided through the acceptance process seamlessly, from the optional personalised message, the service summary, the payment schedule, enter their payment information (for users in AU, CA, US, NZ, UK), and read and agree to your terms and conditions. They’ll be able to download the PDF brochure at any point in the checkout process and they’ll be sent a signed copy of your terms as soon as they accept the proposal. 

At any point they can ask a question by clicking the comments button on the bottom left corner of the screen. 

Did this answer your question?