Ignition

How to create a new proposal inside Ignition

Proposals 1: Creating A Proposal (1 click)

Learn how the new Effective Start Date and Minimum Contract Length help define your contract in the Proposal Editor

Proposals 2: General Proposal Settings (1 min)

Adding and customizing your services on your proposal. Control WHAT, WHEN and HOW you will bill for your offerings!

Proposals 3: Services and Billing (5 mins)

Collect payment details upfront, select & customize your engagement letter and utilize our workflow integrations!

Proposals 4: Payments, Terms And Automation (2 mins)

Proposals 5: Presentation, Reviewing and Sending Proposals (2 mins)

Nicole Baptiste

Stage 3. Creating your first proposals (10 mins)

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