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Getting Started with Ignition

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 authors19 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)

Library 1: Adding New Services (1 min)

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

Library 3: Importing your Terms (1 min)

Library 4: Reviewing your terms templates (10 mins)

Library 5: Email Templates (5 mins)

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

Library 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: Bulk Creating Proposals (1 hour)

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