Services are the building blocks of proposals in Ignition. Think of it as lego pieces to build a professional and slick proposal!
Having pre-defined yet customizable services are what makes it quick and easy to build proposals.
If you already have defined services:
Great! Follow the next steps to either copy and paste the contents into your service library, or use our bulk import spreadsheet to import it into your Ignition account.
If you don't have defined services yet:
We suggest importing our Example Services that come free with every Ignition account! These are regionalised and you can change/edit them however you wish to get a head start on your own service list.
Setting Up Services
Navigate to your Library → Services tab.
Let's add a brand new Service. Click on New Service
You will be taken to the Service setup screen.
Give your service a name. This is client-facing and can't be changed at the proposal level.
Next, add a Service Description. This is where you will outline the deliverables of the service for the client. You can customize the description for each client when creating a proposal.
As best practice, we recommend the following structure (where applicable):
Deliverables: What you will do for your client?
Software: What software will your client be interacting with to complete this service?
Limitations: What is considered out of scope of this service?
Timeline: When would you expect to complete this service? If it's a recurring service, what frequency will the deliverables be completed?
Please note: Placeholders will not work in service descriptions. However, they will be usable in Service Terms.
Next, select a Billing Type and define a price for your service.
You are now setting a default price for the service. Remember, you can always customize this on a per-client basis on their proposals! When you do, the service template will not be affected.
For one-time services, choose On Acceptance, On Completion, or Estimate (Price range or Unit)
For ongoing services, choose Recurring.
For value added services, choose Included Service.
If you have specific terms and conditions for your service, you can add these by clicking on Terms. This is where you can define service specific terms and conditions.
These can be dynamically included in your engagement letter template when this service is selected.
Finalizing your service
Once you've entered all your service details, click on Save Service, or use the drop down and choose Save and add another to immediately start creating your next service.