Creating & Sending Proposals

Introducing the New Proposal Editor

Learn how to use the New Proposal Editor, a new client-centric way to create super flexible proposals!

Written by Pat Kuo
Updated over a week ago

How do I enable the New Proposal Editor?

New subscribers will have the New Proposal Editor automatically enabled. However, you can change this in your settings at any time!

Written by Pat Kuo
Updated over a week ago

New Proposal Editor Feature List

Here are all the features currently available in the New Proposal Editor. Also, take a sneak peek of what we are working on next!

Written by Pat Kuo
Updated over a week ago

Proposal General Settings

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

Written by Pat Kuo
Updated over a week ago

Proposal Services and Billing

A whole new, incredibly flexible way of building out a proposal. Control WHAT, WHEN and HOW you will bill for your services!

Written by Pat Kuo
Updated over a week ago

Payment Settings

Collect payment details upfront from your client when they sign your proposal. Say goodbye to debtor days and hello to recurring cashflow!

Written by Pat Kuo
Updated over a week ago

Terms

Introducing a live preview of your terms and conditions templates within the new proposal editing experience!

Written by Pat Kuo
Updated over a week ago

Automation

The New Proposal Editor currently supports Karbon, Intuit Practice Manager and Zapier workflow integrations.

Written by Pat Kuo
Updated over a week ago

Presentation

View your proposal exactly how your client will view it - all within the editing experience and right before you send it!

Written by Pat Kuo
Updated over a week ago

Sending the proposal

Now that you have the confidence in how your proposal is built and how it looks, send it to your client!

Written by Pat Kuo
Updated over a week ago

Provided Proposal Templates

Kickstart your proposal building process by using our provided proposal templates - free on every Ignition account!

Written by Pat Kuo
Updated over a week ago

Custom Proposal Templates

Users on Pro and Scale plans can create and save their own unique custom proposal templates specific to your practice. Learn how!

Written by Pat Kuo
Updated over a week ago

Multiple Signatures

Need multiple signatures on your proposals? Learn how to add additional signatories to a proposal in this article!

Written by Pat Kuo
Updated over a week ago

Defining the proposal term: Effective Start Date & Minimum Contract Length

Learn more about these two new aspects in the New Proposal Editor and what it means when you define them.

Written by Pat Kuo
Updated over a week ago

Creating services in the New Proposal Editor

If you need to add a new service template during the proposal creation process, you can now do so without leaving the New Proposal Editor!

Written by Pat Kuo
Updated over a week ago

Editing services in the New Proposal Editor

You can now overwrite service templates from directly within the New Proposal Editor!

Written by Pat Kuo
Updated over a week ago

Billing Rules

Billing Rules define WHEN a service group is billed. This is a must read in order to understand how the New Proposal Editor works.

Written by Pat Kuo
Updated over a week ago

Price Types

Price Types define HOW a service is priced - either as a fixed fee or variable price. Dive into more detail in this article.

Written by Pat Kuo
Updated over a week ago

Projects

Projects are an optional grouping of different service groups within a proposal. Learn how to better visually present your proposal!

Written by Pat Kuo
Updated over a week ago

Proposal Options

Discover how you can empower your clients with greater choice!

Written by Pat Kuo
Updated over a week ago

Deposits in the New Proposal Editor

Need to secure a payment upfront with a deposit? Learn how to create deposits on your proposals in our New Proposal Editor!

Written by Pat Kuo
Updated over a week ago

How to add videos to a proposal

Videos are a great way to bring authenticity and personality to your client engagement. Here are some detailed instructions! 🎥

Written by Pat Kuo
Updated over a week ago

Placeholders in the New Proposal Editor

Some placeholders have been depreciated in the New Proposal Editor as part of our improved PDF experience. Learn more inside!

Written by Pat Kuo
Updated over a week ago

PDF Presentation in the New Proposal Editor

New Proposal PDF's are now compliant and reflect the entire proposal acceptance flow! Learn more inside.

Written by Pat Kuo
Updated over a week ago

Setting a quantity

Setting a quantity is an easy way for you to provide and bill for multiple counts of the same service to your client. Learn how!

Written by Pat Kuo
Updated over a week ago

Renewing clients in bulk

Once you have reviewed your clients engagements, learn how to create renewal proposals in bulk to save time during the end of year!

Written by Pat Kuo
Updated over a week ago

The New Proposal Editor and Zapier

There are some minor differences in how the New Proposal Editor and Zapier work together.

Written by Pat Kuo
Updated over a week ago

Xero Practice Manager & the New Proposal Editor

Discover our new Xero Practice Manager and New Proposal Editor integration! Learn how to set up workflow to suit your practice's needs.

Written by Pat Kuo
Updated over a week ago

Setting up Xero Practice Manager and the New Proposal Editor

Are you using the New Proposal Editor and want to set up XPM? Read this article first to ensure you are connecting correctly!

Written by Pat Kuo
Updated over a week ago

XPM Client billings in the New Proposal Editor

Learn about the impacts of grouping your billings by client or by proposal and select the method right for you!

Written by Pat Kuo
Updated over a week ago

Where can I find my proposals from the New Proposal Editor?

Click your Clients tab to find your proposals created from the New Proposal Editor. Learn about the changes in this article!

Written by Pat Kuo
Updated over a week ago

How to manage proposals from the New Proposal Editor

Coming from our Classic Proposal Editor? Learn the small differences in managing proposals from the New Proposal Editor in this article!

Written by Pat Kuo
Updated over a week ago

Completing a proposal created from the New Proposal Editor

We've removed the concept of 'completing' a proposal. If you wish to end an engagement, press End All Services in a client's Services tab!

Written by Pat Kuo
Updated over a week ago

Adjusting a proposal created from the New Proposal Editor

We are currently unable to edit an accepted proposal in the New Proposal Editor. Learn some workarounds whilst we develop the functionality!

Written by Pat Kuo
Updated over a week ago

Disabling continuous billing in the New Proposal Editor

If you wish to end a continuously billed service, press End Service after you click a specific service in a client's Services tab!

Written by Pat Kuo
Updated over a week ago

Enabling and managing payments for clients in the New Proposal Editor

Learn how to enable and manage payments for your clients

Written by Pat Kuo
Updated over a week ago

Creating proposals in bulk in the New Proposal Editor

Learn how to create your proposals in bulk so that you can fully roll out Ignition in your firm!

Written by Pat Kuo
Updated over a week ago

How to duplicate proposals to re-engage clients

If you have a small number of clients needing re-engagement for the new year, we suggest using the duplicate proposal function!

Written by Pat Kuo
Updated over a week ago

How do you change who a proposal appears from?

Change who your proposal and personal message appears to be sent from in Step 6 - Presentation.

Written by Nick Dainty
Updated over a week ago

How to export proposals from the New Proposal Editor

Learn how to export all your proposals from the New Proposal Editor for all your analysis needs!

Written by Pat Kuo
Updated over a week ago

How do I know if payment collections are enabled on a proposal?

Learn how you can quickly identify which proposals have payment enabled

Written by Tom Maxwell
Updated over a week ago

How to apply a discount

We currently don't have a discount field for services in Ignition. However, let's learn a workaround in this article!

Written by Reid
Updated over a week ago

How to export active services from the New Proposal Editor

Learn how to export all your active services from the New Proposal Editor to kick-start your proposal renewal preparations!

Written by Pat Kuo
Updated over a week ago

How to build Out of Scope billing into a proposal

Learn how to build out of scope billing into your proposals to clearly define your engagement and protect yourself from scope creep!

Written by Pat Kuo
Updated over a week ago

Making your terms template compatible with classic and new proposals

There are a few differences between classic and new terms templates. This is how you make your terms template compatible with both systems!

Written by Pat Kuo
Updated over a week ago

Why do Ignition emails come from a no-reply address?

Ignition emails come from a no-reply address due to security reasons. This is to ensure client facing emails actually reach your client!

Written by Ella Buan
Updated over a week ago

Can you attach files to a proposal?

We currently do not have the ability to attach files to a proposal. Please reach out to us if you would like to see this developed!

Written by Ella Buan
Updated over a week ago

How to record a video for a proposal

Recording videos doesn't have to be hard, here is how to make it fun and easy

Written by Reid
Updated over a week ago

"How to" videos for the New Proposal Editor

Here are some practical how to videos when using the new proposal editor

Written by Reid
Updated over a week ago