Proposals are a key component of Ignition.

They're used to initiate engagements with your clients, present what services you're offering, have them accept the engagement online and automate your invoicing & payment collection.

You can create a new proposal from any page in Ignition by clicking the Create new proposal button 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 Proposal at the top right of the screen.

Duplicating existing proposals

If you've already got an existing proposal, either as a template proposal or for another client, and the new proposal you wish to create is identical (or at least very similar) you can also create a copy of this by clicking on the proposal then going to Actions → Duplicate. This will create an exact copy of the proposal but without any client details. Now you've created the proposal, it's time to add the details!

Proposals 2: General Proposal Settings (1 min)

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