Getting Started with Ignition

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!

19 articles in this collection
Written by Tom Maxwell, Ella Buan, Pat Kuo and 1 other

Start here!

Getting Started with Ignition!

If you are a new subscriber, read this article first to see how you can get started with your new Ignition account!

Written by Pat Kuo
Updated over a week ago

Stage 1. Setting up your account (15 mins)

Setup 1: Integrate Your Cloud Ledger (3 mins)

Integrating your Xero or Quickbooks account

Written by Tom Maxwell
Updated over a week ago

Setup 2: General Account Settings (2 mins)

The overall settings controlling your Ignition account

Written by Tom Maxwell
Updated over a week ago

Setup 3: The Payment Gateway (5 mins)

Letting Ignition automatically get you paid!

Written by Tom Maxwell
Updated over a week ago

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

The final touches to your Ignition account settings

Written by Tom Maxwell
Updated over a week ago

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

Library 1: Adding New Services (1 min)

Creating your service library in Ignition

Written by Tom Maxwell
Updated over a week ago

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

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

Written by Tom Maxwell
Updated over a week ago

Library 3: Importing The Letter Of Engagement (1 min)

Getting a copy of your terms in to Ignition

Written by Tom Maxwell
Updated over a week ago

Library 4: Reviewing The Letter of Engagement Templates (10 mins)

Ensuring your Letter of Engagement templates are ready to be used for client proposals

Written by Tom Maxwell
Updated over a week ago

Library 5: Email Templates (5 mins)

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

Written by Tom Maxwell
Updated over a week ago

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

Adding XPM workflow automation in to Ignition

Written by Tom Maxwell
Updated over a week ago

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

Adding Karbon workflow automation in to Ignition

Written by Tom Maxwell
Updated over a week ago

Stage 3. Creating your first proposals (10 mins)

Proposals 1: Creating A Proposal (1 click)

How to create a new proposal inside Ignition

Written by Nicole Baptiste
Updated over a week ago

Proposals 2: General Proposal Settings (1 min)

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

Written by Nicole Baptiste
Updated over a week ago

Proposals 3: Services and Billing (5 mins)

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

Written by Nicole Baptiste
Updated over a week ago

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

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

Written by Nicole Baptiste
Updated over a week ago

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

Written by Nicole Baptiste
Updated over a week ago

Stage 4. Rolling Ignition out to your existing client base

Rollout: Bulk Creating Proposals (1 hour)

How to bulk create proposals for all your clients

Written by Nicole Baptiste
Updated over a week ago

Learn Guides

Searching in Ignition

Written by Ella Buan
Updated over a week ago