You can create a new proposal from any page in Ignition by clicking the + New button and select Proposal to take you straight into the proposal editor screen.

Additionally, you can create a new proposal from a client’s file in Ignition, by clicking on + New button → Proposal at the top right of the screen.

You can also create proposals from Provided or Custom proposal templates to save you valuable time with every proposal.

You can send a new proposal when you reach the Send step in the proposal editor.

To send a proposal that has been saved as a draft click into a draft proposal via the client page and press Review and send. This will open the draft proposal and allow you to make changes if required before you send.

You can send out proposals in bulk from the Pipeline tab. Proposals must be in Draft or Awaiting Acceptance status and not include any catch-up periods.

Please read this article to learn more about the bulk send feature!

Moving a draft proposal to 'Awaiting acceptance' allows you to make the proposal go 'live' without it automatically being sent to your client via Ignition. This can be done in the Send step of the proposal editor by pressing the down arrow next to 'Send via email' and selecting 'Move to awaiting'.

The proposal will still need to be accepted before it becomes active - this can be done by sharing the proposal link with the client yourself and requesting they accept or by accepting on client's behalf. These actions can be done both within the proposal editor and from the proposal in the client record.

You can accept a proposal on behalf of your client. This can be done from the Send step of the proposal editor or after clicking onto the relevant proposal from the client record.

Client record → Select relevant proposal → More actions → Accept on client’s behalf.

A confirmation screen will appear, with the option to add payment information, or select from saved payment information already on file (If applicable).

You will need to provide a reason for accepting on your client’s behalf for auditing reasons.

Once you have entered a reason, press Accept and this will accept the proposal!

It is not possible to accept a proposal with options on behalf of a client as it defeats the purpose of sending a proposal with options in the first place.

Your client will need to look at the options and be on the live proposal page in order to do this - meaning there’s no reason why they cannot select an option and accept the proposal right there.

If however in the rare case that you accept on behalf of the client with a proposal with options, you will need to Edit the proposal → Remove the options → Move to Awaiting Acceptance → Accept on Client’s Behalf.

Active proposals cannot be deleted. They can only be deleted if they have never been accepted. The reason for this is that once the proposal is signed, the proposal then becomes an immutable record of that agreement - just like a paper proposal where you don’t dispose of the original signed proposal.

In order to delete a proposal, it must be in a Draft or Lost status.

To delete, simply click into the specific proposal from the client record → More Actions → Delete.

For proposals that are Awaiting Acceptance, you will first need to revoke this proposal by clicking into the specific proposal from the client record → More Actions → Revoke.

This action will change the status from Awaiting Acceptance to Draft, which you then can click More actions → Delete to delete the proposal.

You can create renewal proposals! A renewal is a new draft proposal that’s created from an existing and accepted one. It uses all the information from the existing proposal and helps you transition and update your service offering.

Please read this article to learn more about renewals!

The Completed status is automatically applied to proposals that do not have any more active services originating from the proposal.

If you need to end an engagement with a client, you need to navigate to the specific clients Services tab end all the active services originating from the proposal.

Please read this article to learn more about ending services!

Once a proposal is accepted it generates active services pertaining to that proposal.

The proposal in question won't be able to changed anymore but you can edit and change the active services!

You can choose to notify or not notify your client about the changes to their proposal.

Click here to learn more about editing active services!