Ignition

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!

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

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

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

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

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

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

Discover how you can empower your clients with greater choice!

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

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

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

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!

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

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!

You can now overwrite service templates from directly within 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!

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

Learn how to create renewal proposals via a CSV file for more granular control during end of year!

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

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

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