Ignition

Automate information collection with Forms in Ignition to easily identify, prioritize and onboard the most profitable clients.

How to use forms

Nicole Baptiste

Ella Buan

Jeff Borlaza

Learn how to create and manage your service templates, terms templates and email notification templates!

Library of Services, Terms & Emails

Learn how to create services that win more business! Once you create the service, customize it on a per client basis in your proposals.

Creating services in Ignition

Bill and collect payments for project (one-time) services upfront using the On Acceptance billing type

Billing Types: On Acceptance

Bill and collect payments for project (one-time) services once the work is complete using the On Completion billing type

Billing Types: On Completion

Provide your client an estimate and bill once the work is complete using the Estimates billing type

Billing Type: Estimates

Provide your client with a service at no cost using the Included billing type

Billing Type: Included Services

Our recommended framework for the perfect service description.

Writing Service Descriptions

Use the service import if you have a large number of services to manage.

Importing and Updating Services In Bulk Using a CSV File

Learn how to quickly manage your service library using the edit, duplicate, and delete functions.

Edit, Duplicate And Delete Services in Service Library

If you have terms and conditions you only want to include in a contract when a specific service is included, use service terms.

Using service terms to dynamically create relevant contracts

Instantly import your services from Xero or QuickBooks to kick-start creating proposals and collecting payments in Ignition!

Import services from your connected ledger

Service Templates

Create your own terms templates, or use our free template! Use our rich text editor to customize it till your heart's content.

Create & customize your terms templates

Learn how to use our template editor for your terms templates!

Template editor and formatting

Here are some service, terms and email templates that you can use when you are creating STP, TPAR & BAS Authority proposals!

STP, TPAR & BAS Authority Templates

Australian Income Tax Return (ITR) Resources

Individual Income Tax Return - Australia

Do you have a problem client? You can use Ignition to send a disengagement letter for your termination of service.

Creating a Client Termination / Disengagement Letter

Deleting terms templates

Keep your clients informed about the new Code of Professional Conduct to be implemented by 1 August 2024.

Tax Agent Services Determination 2024 (AU)

Pat Kuo

Terms Templates (Letter of Engagement)

Use our templates or add your own email templates and customize them till you are happy!

Customizing email and message templates

Insert a link to your client intake form within your proposal acceptance emails and messages to automate your new client onboarding!

Adding a form to proposal acceptance emails and messages

You can have as many new proposal email templates as you like on our Pro, Pro+ & Scale plans. Learn about our best practices here!

How to set up multiple "New Proposal" Email templates

Adding a Partner Signature To Your Templates

Tom Maxwell

Notification Email Templates

Learn about the specialty brochure creation service that we provide!

Brochure service FAQs

Use an online tool to compress your PDF files to meet the 15MB file size limit.

How do I make sure my brochure meets the upload file size limit?

Dane Thomas

Creating, Editing & Adding Brochures

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Find answers and get help from Intercom Support and Community Experts

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