Ignition

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 Pipeline 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!