With bulk proposal creation from a template, engage multiple clients at once by quickly creating, adjusting pricing and sending proposals in bulk. Skip out on the mundane admin and spend your time delivering great service instead.

Engage with a high volume of clients at one time by creating proposals from a template in bulk from the Clients tab. Tailor each one with flexible pricing and service adjustments before sending.

Let's learn how to create proposals in bulk from a template!
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Find out how to use the bulk create from a template feature to send your standard offering proposals:

Scenario 1

I need to re-engage 10+ existing clients for one-off services with a change

Scenario 2

I need to engage with 10+ new to Ignition clients with the same proposal template

Before you begin to bulk proposal creation process, you will need to:

You can access and edit proposal templates in your Ignition account from the Library tab → Proposals or within the Proposal Editor by clicking Templates in the top right corner.

🚀 Pro-tip: Use "relative" dates for billing rules when creating proposal templates. We recommend using on-acceptance or tying the start date to the proposal start (which could include a delay) as this will make templates easier to reuse year on year.

Learn more about creating and editing your own proposal templates here.

To create proposals from bulk from a template, navigate to the Clients tab and select the clients you would like to engage. Click the down arrow to select all on the page or all clients. Once the client list is selected, click + Create proposal.

From the template library pop-up window, select the template you would like to use → Next.

Confirm the proposal details, edit the proposal name and select the proposal start date On acceptance or On a specific date. Click Next.

Next, update your service pricing. Edit the price in the New Price column.

Use the search bar to find specific services, view the percentage increase for each, and monitor which services you've already adjusted using the tracker in the top left corner.

Once all the proposals are created, click View proposal.

This will redirect to a custom Proposals view of all the proposals successfully created using the bulk feature on today's date.

Review your proposals as needed. You can send out proposals individually or select more than 1 to send in bulk from the Proposals tab→ Send.

I’m on a Starter/Core plan, can I create proposals in bulk?

Yes - you can use our provided templates to create proposals for your clients in bulk. If you want to customize these templates you will need to upgrade to a Professional or Scale account. Note if you are creating proposals for more than 25 clients, this may impact your active client count.

I'm on the Solo plan, can I create proposals in bulk?

No, this feature is not available to those on the Solo plan.

Will Archived clients be included in the bulk creation process if selected?

No, Lead, Active, and Inactive clients will only be included in the bulk creation process.

Can I bulk-delete proposals that I’ve created?

Yes - you can select and delete multiple Draft proposals within the Proposals tab.

I’ve changed the start date of the proposal, why has my billing started in the past?

We recommend when creating templates to use a dynamic billing start date, either on-acceptance or on proposal start date, if you don’t have a specific date to start recurring billing.

Can I assign multiple signatories using the bulk proposal creation feature?

Yes, multiple signatories will be added with this feature. The default signatory can be assigned and adjusted within the client's file.

Can I use this feature to transition billing from one service to another because of indefinite billing?

Renewals are the better option. If you are looking to make bulk price adjustments or renewals of your active engagements, check out our Renewing clients in bulk workflow in Ignition!