Ignition

<i>Please note that this feature is only available on our Professional and Scale Plans.</i>

If you have multiple proposals that you need to create and send, take advantage of our bulk proposal creation process!

This process is most suitable when you need to create more than 20 proposals. Otherwise we suggest using the Duplicate function or to create the proposals you need from <a href="https://support.practiceignition.com/en/articles/5129596-provided-proposal-templates" rel="nofollow noopener noreferrer" target="_blank">Provided</a> or <a href="https://support.practiceignition.com/en/articles/4685991-custom-proposal-templates" rel="nofollow noopener noreferrer" target="_blank">Custom</a> proposal template options.

<a href="https://support.ignitionapp.com/en/articles/5414091-creating-proposals-in-bulk-in-the-new-proposal-editor">See this article</a> for further details on the prerequisites and spreadsheets, you need to complete your BKO.

How to bulk create proposals for all your clients

Rollout: Bulk Creating Proposals (1 hour)

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See this article for further details on the prerequisites and spreadsheets, you need to complete your BKO.