Getting Started with Ignition!

If you are a new subscriber, read this article first to see how you can get started.

Pat Kuo avatar
Written by Pat Kuo
Updated this week

Welcome to the Ignition family! This article will show you how to get started in the quickest way possible.

We'll need you to log into your account first, so go ahead and login first

The quickest way to get started 

Now that you've logged into Ignition, click on the Get started tab on the left-hand side of your screen.

This is our Get started page which will teach you everything you need to know in order to get you creating proposals and managing your client billing ASAP!

Follow these steps to complete your Get started tasks and get familiar with Ignition.

You will learn:

  • Send yourself a test proposal

  • Add your branding

  • Experience client billing

  • Connect your accounting ledger (Xero or QuickBooks)

  • Personalize your terms

  • Setting up Ignition Payments

  • Create a proposal

When you are finished, we suggest exploring Ignition further by watching the on-demand Getting Started Webinar, getting certified with our Ignition Certification Program, organizing your own custom brochure for your proposals, and more!

Interactive demonstration

demo gif

Getting Started Webinar and Resources page

Check out our on-demand webinars, enroll in the free Getting Started with Ignition course and get started with our on-demand training videos if you want to get started ASAP!

If you have any questions, reach out to our Support team by clicking on the widget in the bottom right-hand corner of this page, or alternatively through email at!

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