Ignition

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

Pat Kuo

Tips and tutorials

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