Ignition

Have you been sent an Ignition proposal from your service provider and want to know more about who we are and what we do?

Ignition for clients

Kalem Tonn

Nicole Baptiste

Pat Kuo

Learn everything about creating and sending proposals in Ignition!

Proposals

Start with general settings

Add services to your proposal

Select payment options

Preview your terms

The Automation step will only show if you have Xero Practice Manager (XPM) connected. If you are not using XPM, skip this step!

Automation

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

Presentation

Pricing Page Settings

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

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

Service type defines when a group of services is billed. This is a must-read in order to understand how the proposal editor works!

Service Types & 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 ensure you're getting paid for any billing work that occurred prior the proposal start date.

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!

Deposits

Learn how to use placeholders to help you populate client and proposal information automatically!

Placeholders

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 components and what it means when you define them.

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

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

Editing service templates

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

Learn how to create a draft renewal proposal that’s linked to an existing one. Streamline your yearly renewals process!

Renew a proposal

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

PDF Presentation in the 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

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

The New Proposal Editor and Zapier

Learn how to bulk send draft proposals from the Proposals tab. Streamline your yearly renewal and your follow-up process!

Send proposals in bulk

Draft proposals can be marked as Request review for a partner to review, edit and approve on the Scale & Pro+ plans

Proposal review process

Apply a price increase

Learn how and when to use the Accept on your client's behalf functionality.

Accept on your client's behalf

How to apply discounts to services

Upsell your services by enabling clients to add optional services to their proposal. Generate more revenue with less effort with add-ons!

Proposal add-ons

Proposal expiry

Learn how to use the standard proposal editor in Ignition.

Standard Proposal Editor

Learn about the key differences between our Standard and Advanced proposal editing experiences!

Standard or Advanced Editor? Key Feature Differences

Learn how to adjust prices in bulk when editing your draft proposals.

Apply bulk price updates

Ignition’s Custom Branding lets you fully customize client engagement with a branded intro, sales presentation, or document.

Add a landing page to your proposals

Learn how to adjust prices in bulk on active services.

Adjust active service prices in bulk

Features of the proposal editor

Learn how to set up XPM jobs from the proposal editor to suit your practice's needs.

Set up XPM jobs from the proposal editor

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

XPM billing groupings

Workflow in the proposal editor

How to manage proposals

Learn how to enable and manage payments for your clients

Enabling and managing payments for clients in the Proposal Editor

Transitioning from Classic to the New Proposal Editor

Learn how to create and send proposals in bulk from a proposal template and engage multiple clients at once.

Creating proposals in bulk from a template

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 in a CSV file for all your analysis needs!

How to export a report for your proposals

This article lists different ways to make changes to your proposals and services within Ignition depending on what you want to achieve.

Different ways to make changes to a proposal

Learn how you can quickly identify which proposals have payment enabled

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

Learn how to export all your active services to kick-start your proposal renewal preparations!

How to export active services

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

Ignition emails come from a no-reply address due to security reasons and ensure emails are not blocked by spam filters.

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!

Can you attach files to a proposal?

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

How to record a video for a proposal

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

"How to" videos for the New Proposal Editor

Reid

Nick Dainty

Tips and tutorials

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