Getting Started with Ignition | Ignition Help Center

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!

By Pat and 3 others4 authors20 articles

Start here!

Getting Started with Ignition!

Stage 1. Setting up your account (15 mins)

Setup 1: Integrate Your Cloud Ledger (3 mins)

Setup 2: General Account Settings (2 mins)

Setup 3: The Payment Gateway (5 mins)

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

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

Templates 1: Adding New Services (1 min)

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

Templates 3: Importing your Terms (1 min)

Templates 4: Reviewing your terms templates (10 mins)

Templates 5: Email Templates (5 mins)

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

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

Stage 3. Creating your first proposals (10 mins)

Proposals 1: Creating A Proposal (1 click)

Proposals 2: General Proposal Settings (1 min)

Proposals 3: Services and Billing (5 mins)

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

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

Stage 4. Rolling Ignition out to your existing client base

Rollout: Send instant bills from Ignition

Preparation to create proposals in bulk

Learn Guides

Searching in Ignition