Proposals are a key component of Ignition. Ignition users on average save 6+ hours per week creating proposals and engagement letters.

They're used to initiate engagements with your clients and present what services you're offering in a clear and professional manner.

When your clients accept the proposal, Ignition will start to automate your invoicing & payment collection.

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.

When you set up your own custom proposal templates, this process becomes even faster.

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!