Creating & Sending Proposals

Learn everything about creating and sending proposals in Ignition!

Tom Maxwell avatar Nick Dainty avatar Ella Buan avatar +2
49 articles in this collection
Written by Tom Maxwell, Nick Dainty, Ella Buan and 2 others
Components of the New Proposal Editor

Provided Proposal Templates

Kickstart your proposal building process by using our provided proposal templates - free on every Ignition account!
Pat Kuo avatar
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!
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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!
Pat Kuo avatar
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.
Pat Kuo avatar
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!
Pat Kuo avatar
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!
Pat Kuo avatar
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.
Pat Kuo avatar
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.
Pat Kuo avatar
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!
Pat Kuo avatar
Written by Pat Kuo
Updated over a week ago

Proposal Options

Discover how you can empower your clients with greater choice!
Pat Kuo avatar
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!
Pat Kuo avatar
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! 🎥
Pat Kuo avatar
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!
Pat Kuo avatar
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.
Pat Kuo avatar
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!
Pat Kuo avatar
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!
Pat Kuo avatar
Written by Pat Kuo
Updated this week

The New Proposal Editor and Zapier

There are some minor differences in how the New Proposal Editor and Zapier work together.
Pat Kuo avatar
Written by Pat Kuo
Updated over a week ago
Tips and tutorials

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!
Pat Kuo avatar
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!
Pat Kuo avatar
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.
Nick Dainty avatar
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!
Pat Kuo avatar
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
Tom Maxwell avatar
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!
Reid avatar
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!
Pat Kuo avatar
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!
Pat Kuo avatar
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!
Pat Kuo avatar
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!
Ella Buan avatar
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!
Ella Buan avatar
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
Reid avatar
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
Reid avatar
Written by Reid
Updated over a week ago