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Creating & Sending Proposals
Creating & Sending Proposals
Learn everything about creating and sending proposals in Ignition!
+2
49 articles in this collection
Written by
Tom Maxwell,
Nick Dainty,
Ella Buan
and 2 others
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
Steps to create a proposal
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
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!
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
Workflow in the New Proposal Editor
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
Transitioning from Classic to the New Proposal Editor
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
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!
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