Ignition

Learn how to create your proposals in bulk so that you can fully roll out Ignition in your firm!

Creating proposals in bulk in the New Proposal Editor

If you have a small number of clients needing re-engagement for the new year, we suggest using the duplicate proposal function!

Change who your proposal and personal message appears to be sent from in Step 6 - Presentation.

Learn how to export all your proposals from the New Proposal Editor for all your analysis needs!

Learn how you can quickly identify which proposals have payment enabled

We currently don't have a discount field for services in Ignition. However, let's learn a workaround in this article!

Learn how to export all your active services from the New Proposal Editor to kick-start your proposal renewal preparations!

Learn how to build out of scope billing into your proposals to clearly define your engagement and protect yourself from scope creep!

There are a few differences between classic and new terms templates. This is how you create separate terms templates for both systems!

Ignition emails come from a no-reply address due to security reasons. This is to ensure client facing emails actually reach your client!

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!

Recording videos doesn't have to be hard, here is how to make it fun and easy

Here are some practical how to videos when using the new proposal editor

Find answers and get help from Intercom Support and Community Experts

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