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Creating proposals in bulk from a template
Creating proposals in bulk from a template

Learn how to create and send proposals in bulk from a proposal template and engage multiple clients at once.

Nicole Baptiste avatar
Written by Nicole Baptiste
Updated today

With bulk proposal creation from a template, engage multiple clients at once by quickly creating 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. The bulk proposal creation feature is available for proposals created using the New Proposal Editor only.

Let's learn how to create proposals in bulk from a template!


Interactive demo

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Common Scenarios

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

Preparation to create proposals in bulk

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

  • Create + update your proposal templates in Ignition

  • Review + update your client list in Ignition

🚀 To get started, check out our Preparation to create proposals in bulk article!

Accessing and editing your proposal templates

You can access and edit proposal templates in your Ignition account from the Library tab → Proposals or within the New 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.


How to create proposals in bulk from a template

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

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

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

Proposals will begin to be created. Keep an eye on the progress with the status pop-up in the bottom left corner.

Once all the proposals are created, click View created. This will redirect to a custom Pipeline 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 Pipeline tab→ Send.


FAQ

I’m on a Starter 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.

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

No - at the moment you can only delete proposals one by one from the proposal drawer. If this is a feature that you’re interested in let us know here.

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?

No, currently only 1 signatory can be assigned with this feature. If you need to add additional signatories, open the proposal in the New Proposal Editor and add the signatories in the General Step.

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!

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