Ignition

This page contains our list of features that are currently available and not available on the New Proposal Editor.

Just because a feature is not yet available, doesn’t mean it won’t be in the future, so make sure to stay informed and check back with us!

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<a href="https://support.ignitionapp.com/en/articles/4163232-billing-rules">Billing rules</a> for more control over billing - e.g. quarterly billing - NEW!

Unit-based billing - e.g. by employee, day etc - NEW!

<a href="https://support.ignitionapp.com/en/articles/4430024-proposal-options">Proposal options</a> (on Professional and Scale plans only) - NEW!

<a href="https://support.ignitionapp.com/en/articles/4163212-defining-the-proposal-term-effective-start-date-minimum-contract-length">Clearer proposal contract times</a>, separated from billing start times - NEW!

<a href="https://support.ignitionapp.com/en/articles/4170519-presentation">Live previews</a> of the client experience as you create a proposal - NEW!

A new proposal email experience to drive click through to proposals - NEW!

<a href="https://support.ignitionapp.com/en/articles/4197071-pdf-presentation-in-the-new-proposal-editor">A new PDF experience</a> that better reflects the acceptance experience - NEW!

<a href="https://support.ignitionapp.com/en/articles/4373569-the-client-services-tab-beta">A new client services view</a> to see accepted services in one place - NEW!

<a href="https://support.ignitionapp.com/en/articles/5129596">Provided proposal templates</a> - NEW!

<a href="https://support.ignitionapp.com/en/articles/4685991">Custom proposal templates</a> - NEW!

<a href="https://support.ignitionapp.com/en/articles/4458239">Add, change and delete client payment methods</a> - NEW!

<a href="https://support.ignitionapp.com/en/articles/4373569-the-client-services-tab-beta">Zapier workflow integration</a> - Supported

Karbon workflow integration - Supported

Bulk creation of New Proposals - Supported

<a href="https://support.ignitionapp.com/en/articles/4458239">Enabling and updating payment methods on existing proposals</a> - Supported

<a href="https://support.ignitionapp.com/en/articles/5098664">Xero Practice Manager Integration</a> - Supported

<a href="https://support.ignitionapp.com/en/articles/5518741">Multiple signatures</a> - NEW!

<a href="https://support.ignitionapp.com/en/articles/5771624">Proposal rollovers/renewals</a> - NEW!

<a href="https://support.ignitionapp.com/en/articles/5440306">Exporting proposals</a> - Supported

<a href="https://support.ignitionapp.com/en/articles/6024482-deposits-in-the-new-proposal-editor">Deposit billing</a> - Supported

<a href="https://support.ignitionapp.com/en/articles/5771624-renewing-clients-in-bulk">Renewing clients in bulk</a> - NEW!

<a href="https://support.ignitionapp.com/en/articles/6327323">Pipeline views</a> - NEW!

<a href="https://support.ignitionapp.com/en/articles/6713627-editing-active-services">Editing active services</a> - NEW!

<a href="https://support.ignitionapp.com/en/articles/8168559-create-an-instant-bill">Instant billing</a> - NEW!

- Autosaving proposals - NEW!
- <a href="https://support.ignitionapp.com/en/articles/4163232-billing-rules">Billing rules</a> for more control over billing - e.g. quarterly billing - NEW!
- Unit-based billing - e.g. by employee, day etc - NEW!
- <a href="https://support.ignitionapp.com/en/articles/4430024-proposal-options">Proposal options</a> (on Professional and Scale plans only) - NEW!
- <a href="https://support.ignitionapp.com/en/articles/4163212-defining-the-proposal-term-effective-start-date-minimum-contract-length">Clearer proposal contract times</a>, separated from billing start times - NEW!
- <a href="https://support.ignitionapp.com/en/articles/4170519-presentation">Live previews</a> of the client experience as you create a proposal - NEW!
- A new proposal email experience to drive click through to proposals - NEW!
- <a href="https://support.ignitionapp.com/en/articles/4197071-pdf-presentation-in-the-new-proposal-editor">A new PDF experience</a> that better reflects the acceptance experience - NEW!
- <a href="https://support.ignitionapp.com/en/articles/4373569-the-client-services-tab-beta">A new client services view</a> to see accepted services in one place - NEW!
- <a href="https://support.ignitionapp.com/en/articles/5129596">Provided proposal templates</a> - NEW!
- <a href="https://support.ignitionapp.com/en/articles/4685991">Custom proposal templates</a> - NEW!
- <a href="https://support.ignitionapp.com/en/articles/4458239">Add, change and delete client payment methods</a> - NEW!
- <a href="https://support.ignitionapp.com/en/articles/4373569-the-client-services-tab-beta">Zapier workflow integration</a> - Supported
- Karbon workflow integration - Supported
- Proposal short links - Supported
- Bulk creation of New Proposals - Supported 
- <a href="https://support.ignitionapp.com/en/articles/4458239">Enabling and updating payment methods on existing proposals</a> - Supported
- <a href="https://support.ignitionapp.com/en/articles/5098664">Xero Practice Manager Integration</a> - Supported
- <a href="https://support.ignitionapp.com/en/articles/5518741">Multiple signatures</a> - NEW!
- <a href="https://support.ignitionapp.com/en/articles/5771624">Proposal rollovers/renewals</a> - NEW!
- <a href="https://support.ignitionapp.com/en/articles/5440306">Exporting proposals</a> - Supported
- <a href="https://support.ignitionapp.com/en/articles/6024482-deposits-in-the-new-proposal-editor">Deposit billing</a> - Supported
- <a href="https://support.ignitionapp.com/en/articles/5771624-renewing-clients-in-bulk">Renewing clients in bulk</a> - NEW!
- <a href="https://support.ignitionapp.com/en/articles/6327323">Pipeline views</a> - NEW!
- <a href="https://support.ignitionapp.com/en/articles/6713627-editing-active-services">Editing active services</a> - NEW!
- <a href="https://support.ignitionapp.com/en/articles/8168559-create-an-instant-bill">Instant billing</a> - NEW!

Features currently in development 🔧

A small number of placeholders are no longer supported - <a href="https://support.ignitionapp.com/en/articles/4193715-placeholders-in-the-new-proposal-editor">see why here</a>

Completing a proposal. This is done differently - <a href="https://support.ignitionapp.com/en/articles/6834085-proposal-statuses#h_4ac9c1fcbe">see how here</a>

Viewing proposals is now done from your Pipeline tab - <a href="https://support.ignitionapp.com/en/articles/4436712-your-client-list-and-filters">see how here</a>

Enabling and updating payment methods are now performed in the Services tab or in the Billing Schedule tab - <a href="https://support.ignitionapp.com/en/articles/4373185-the-billing-schedule-tab#h_c84c659c62">see how here</a>

- A small number of placeholders are no longer supported - <a href="https://support.ignitionapp.com/en/articles/4193715-placeholders-in-the-new-proposal-editor">see why here</a>
- Completing a proposal. This is done differently - <a href="https://support.ignitionapp.com/en/articles/6834085-proposal-statuses#h_4ac9c1fcbe">see how here</a>
- Viewing proposals is now done from your Pipeline tab - <a href="https://support.ignitionapp.com/en/articles/4436712-your-client-list-and-filters">see how here</a>
- Enabling and updating payment methods are now performed in the Services tab or in the Billing Schedule tab - <a href="https://support.ignitionapp.com/en/articles/4373185-the-billing-schedule-tab#h_c84c659c62">see how here</a>

Features under consideration &amp; research 🔍

- Marking a proposal In-Review
- Proposal tagging
- Conversations and notes on proposals
- In-app notifications

We are currently working on the ability to perform bulk actions in app.

Please stay tuned for more details and check out our <a href="https://www.ignitionapp.com/whats-new" rel="nofollow noopener noreferrer" target="_blank">Product News page!</a>

Please first carefully consider the above lists to determine whether the New Proposal Editor is right for you. 

Please note that you can still continue to use the Classic Proposal Editor if you wish!

If you wish to switch to the Classic Proposal Editor, please reach out to our Support Team at <a href="mailto:help@ignitionapp.com" rel="nofollow noopener noreferrer" target="_blank">help@ignitionapp.com</a> or contact your dedicated Key Account Manager for further assistance.

Our product team may reach out to you for research and development purposes. We are continually making improvements to our New Proposal Editor over time and appreciate your feedback and patience!

Please feel free to contact us with any questions by starting a conversation in the bottom-right hand corner widget on this page, or alternatively email us at <a href="mailto:help@ignitionapp.com" rel="nofollow noopener noreferrer" target="_blank">help@ignitionapp.com</a>!

Here are all the features currently available in the New Proposal Editor. Also, take a sneak peek of what we are working on next!

Features currently available ✅

Features currently in development 🔧

What workflows have changed? 🔀

Features under consideration & research 🔍

What are we working on right now? ⏳

Is the New Proposal Editor right for me?