Ignition

Pat Kuo

Tom Maxwell

Nicole Baptiste

Looking to get started on your account setup and implementing Ignition? Log into your account and click the Discover tab! Looking for more detail? Continue on below! 

Getting Started with Ignition

If you are a new subscriber, read this article first to see how you can get started.

Getting Started with Ignition!

Start here!

Integrating your Xero or QuickBooks account

Setup 1: Integrate Your Cloud Ledger (3 mins)

The overall settings controlling your Ignition account

Setup 2: General Account Settings (2 mins)

Let Ignition help get you paid automatically so you can stop chasing payments!

Setup 3: The Payment Gateway (5 mins)

The final touches to your Ignition account settings

Setup 4: Branding, Taxes And Team Members (3 mins)

Stage 1. Setting up your account (15 mins)

Creating your service library in Ignition

Templates 1: Adding New Services (1 min)

Ensuring the contents of your services are ready to be used on client proposals

Templates 2: Reviewing The Services (2 mins per service)

Getting a copy of your terms in to Ignition

Templates 3: Importing your Terms (1 min)

Ensure your terms templates are ready to be used for client proposals.

Templates 4: Reviewing your terms templates (10 mins)

Learn about the emails that Ignition sends automatically to your clients.

Templates 5: Email Templates (5 mins)

Adding XPM workflow automation in to Ignition

Templates 6a: Using Workflow Integrations - Xero Practice Manager (10 mins per service)

Adding Karbon workflow automation in to Ignition

Templates 6b: Using Workflow Integrations - Karbon (10 mins per service)

Stage 2. Your library of services & templates (1 hour + workflow setup)

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)

Stage 3. Creating your first proposals (10 mins)

Need to invoice & collect payment for ad hoc services or out-of-scope work? Create an instant bill in Ignition to be sent to your client!

Rollout: Send instant bills from Ignition

If you wish to create proposals in bulk, here are some preparation tips to ensure a smooth process!

Preparation to create proposals in bulk

Stage 4. Rolling Ignition out to your existing client base

Searching in Ignition

Beth Doble

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