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

Learn how to adjust prices in bulk when editing your draft proposals, creating renewals and on active services.

AutoPricing: Apply price adjustments

Use AI-powered suggestions to help price your services more confidently and charge more profitably.

Price Insights

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 (change orders)

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

Renew a proposal

Proposal PDFs are compliant and reflect the entire proposal acceptance flow! Learn more inside.

View, Download and Print a Proposal PDF

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

Learn how to attach documents with placeholders for your clients to sign alongside your Ignition proposal.

Attaching additional documents to a proposal

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

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

How to export active services

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?

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

Tips and tutorials

Go to your account

Start a free trial

Find answers and get help from Intercom Support and Community Experts

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.