Learn everything about creating and sending proposals in Ignition!
By Pat and 5 others6 authors56 articles
Introducing the New Proposal Editor
How do I enable the New Proposal Editor?
New Proposal Editor Feature List
Provided Proposal Templates
My Proposal Templates
Catch up periods
Deposits in the New Proposal Editor
Placeholders in the New Proposal Editor
How to add videos to a proposal
Setting a quantity
Defining the proposal term: Proposal Start Date & Minimum Contract Length
Creating services in the New Proposal Editor
Editing a service in the New Proposal Editor
Editing active services
Renew a proposal
Renewing clients via CSV
PDF Presentation in the New Proposal Editor
The New Proposal Editor and Zapier
Send proposals in bulk
Creating proposals in bulk from a template
How to duplicate proposals to re-engage clients
How do you change who a proposal appears from?
How to export proposals from the New Proposal Editor
Different ways to make changes to a proposal
How do I know if payment collections are enabled on a proposal?
How to apply a discount
How to export active services from the New Proposal Editor
How to build Out of Scope billing into a proposal
Use different terms templates with Classic and New Proposals
Why do Ignition emails come from a no-reply address?
Can you attach files to a proposal?
How to record a video for a proposal
"How to" videos for the New Proposal Editor
Preparation to create proposals in bulk