Ignition

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

Introducing the New Proposal Editor

New subscribers will have the New Proposal Editor automatically enabled!

How do I enable the New Proposal Editor?

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

New Proposal Editor Feature List

Pat Kuo

Nicole Baptiste

Nick Dainty

Learn everything about creating and sending proposals in Ignition!

Proposals

View your proposal, intro and next step messages exactly how your client will view it - right before you send it!

Presentation

Now that you have confidence in how your proposal is built and how it looks - send, share or download it for your client!

Sending the proposal

Steps to create a proposal

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

Provided Proposal Templates

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

My Proposal Templates

Keeping track of your proposal statuses helps provide a clearer overview of your practice.

Proposal Statuses

Billing Rules define when a group of services is billed. This is a must read in order to understand how the proposal editor works!

Billing Rules

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

Price Types

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

Projects

Learn how to use catch up periods to capture all past billing that you wish to charge your client.

Catch up periods

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

Multiple Signatures

Discover how you can empower your clients with greater choice!

Proposal Options

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

Deposits in the New Proposal Editor

Learn how to use placeholders in the New Proposal Editor to help you populate client and proposal information automatically!

Placeholders in the New Proposal Editor

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

How to add videos to a proposal

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!

Setting a quantity

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

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

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!

Creating services in the New Proposal Editor

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

Editing a service in the New Proposal Editor

Need to change the price or scope of a service? Simply edit the service and then choose if you want to notify your client!

Editing active services

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

PDF Presentation in the New Proposal Editor

Proposals indicate whether or not it has been saved. Remember to add a client and click Save & close in order to save your progress!

Saving Proposals

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

Renewing clients in bulk

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

The New Proposal Editor and Zapier

Components of 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.

Xero Practice Manager & 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!

Setting up Xero Practice Manager and the New Proposal Editor

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

XPM Client billings in the New Proposal Editor

Workflow in 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!

Where can I find my 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!

How to manage proposals from 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!

Disabling continuous billing in the New Proposal Editor

Learn how to enable and manage payments for your clients

Enabling and managing payments for clients in the New Proposal Editor

Transitioning from Classic to the New Proposal Editor

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

Creating proposals in bulk in the New Proposal Editor

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

How to duplicate proposals to re-engage clients

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

How do you change who a proposal appears from?

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

How to export proposals from the New Proposal Editor

Learn how you can quickly identify which proposals have payment enabled

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

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

How to apply a discount

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

How to export active services from the New Proposal Editor

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

How to build Out of Scope billing into a proposal

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

Making your terms template compatible with classic and new proposals

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

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

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!