Classic Proposal Editor

Creating A New Proposal (Classic Proposals)

Written by Ella Buan
Updated over a week ago

Creating proposals in bulk (Classic Proposals)

If you have over 30 clients who are receiving the same or similar proposals, take advantage of our bulk proposal creation service!

Written by Jeff Borlaza
Updated over a week ago

Sending a Proposal

Written by Ella Buan
Updated over a week ago

Adjust, Change Or Edit An Active Proposal

Written by Ella Buan
Updated over a week ago

Completing or Cancelling A Proposal

Written by Jeff Borlaza
Updated over a week ago

Filtering Proposals

Filtering Classic Proposals under the Proposal tab

Written by Ella Buan
Updated over a week ago

Proposal Comments

Written by Ella Buan
Updated over a week ago

Proposal Tagging

Written by Ella Buan
Updated over a week ago

Rolling Over Existing Proposals

Do you have existing active engagements that you'd like to re-scope for the new financial year? The rollovers function is what you need!

Written by Ella Buan
Updated over a week ago

Template Placeholders - Classic Proposals

This article refers to placeholders supported by the Classic Proposal Editor.

Written by Jeff Borlaza
Updated over a week ago

Proposal Status: Draft, In Review, Awaiting Acceptance, Active, Completed, And Lost Proposals

Written by Ella Buan
Updated over a week ago

Proposal Actions

Written by Jeff Borlaza
Updated over a week ago

Weekly Billing

Written by Ella Buan
Updated over a week ago

In-App Notifications

Be ready to take action immediately by setting up your in-app notifications

Written by Ella Buan
Updated over a week ago

Electronic Signatures In Ignition

Written by Ella Buan
Updated over a week ago

Enabling Payments on a New Proposal

Here's how to enable payments in a new proposal and customize the payment settings for draft, in review, and awaiting acceptance proposals.

Written by Tom Maxwell
Updated over a week ago

Can I Have Both Monthly And Weekly Billing In A Proposal?

Written by Ella Buan
Updated over a week ago

Create A Proposal For A Group

Written by Ella Buan
Updated over a week ago

Creating Jobs Within Proposals

Learn how Ignition creates jobs in Xero Practice Manager from the Classic. Proposal Editor

Written by Ella Buan
Updated over a week ago

Managing Proposals For Groups

Written by Ella Buan
Updated over a week ago

If an Ignition Proposal is Completed, will the job under XPM automatically close?

Written by Ella Buan
Updated over a week ago

How To Hide Service Fees In The Letter Of Engagement

Written by Pat Kuo
Updated over a week ago

How Do I Create Package Proposals with the Classic Proposal Editor

How to create repeatable templates for packages of services (and save yourself a bit of time in the process)

Written by Ella Buan
Updated over a week ago

How Do I Add Services To Existing Engagements In Bulk

Creating a new proposal and duplicating it across your client base can be tedious. Here's the most efficient way of doing this.

Written by Tom Maxwell
Updated over a week ago

Different Ways To Bill Your Clients and How to Set Up Each Billing Type

A review of the billing types in Ignition, and the different ways you can apply them to bill your clients. (contains videos)

Written by Tom Maxwell
Updated over a week ago

Notify A Partner When A Proposal Needs To Be Reviewed

Written by Tom Maxwell
Updated over a week ago

Knowing when emails have been read

Written by Ella Buan
Updated over a week ago

Switch “On Completion” bills to installment plans

Switching your One-off fees to instalment plans can give your clients a cash flow boost, and can improve the certainty that you'll get paid.

Written by Tom Maxwell
Updated over a week ago

How Do I Add, Remove, Or Change A Service In An Active Proposal?

Making changes to a proposal is easy with the built-in adjustment process.

Written by Tom Maxwell
Updated over a week ago

Following Up On A Sent Proposal

Learn the best approach to getting your proposals accepted

Written by Ella Buan
Updated over a week ago

Do Proposals Auto Complete When It's Passed Its Engagement Period?

Written by Ella Buan
Updated over a week ago

How do I Change The Payment Method On An Active Proposals

Do your clients wish to use another card or bank account to pay for their invoices? Here are the steps to manage this in Ignition.

Written by Tom Maxwell
Updated over a week ago

Billing Type: Continuous Recurring Billing

Allow your monthly recurring services to continue to invoice and collect payment after the proposal end date has passed

Written by Lizzie Rutledge
Updated over a week ago

Pro-rata And Catch Up Payments

Written by Ella Buan
Updated over a week ago

Disabling Payments on a Proposal

You can switch off payments on a proposal, both before and after it's accepted. Here's how.

Written by Tom Maxwell
Updated over a week ago

Ignition and Xero Practice Manager

Written by Ella Buan
Updated over a week ago

My jobs Aren't Being Created In Xero Practice Manager

How to troubleshoot jobs not being sent between Ignition and Xero Practice Manager (XPM)

Written by Nick Dainty
Updated over a week ago

A Job Deployed In Xero Practice Manager (XPM) But The Service Is Not Linked To A Job Template

Written by Reid
Updated over a week ago

What Happens To Deployed Jobs In Xero Practice Manager (XPM) When A Proposal Is Deleted?

Written by Ella Buan
Updated over a week ago

Web Connector Overview

Written by Ella Buan
Updated over a week ago

How To Send Web Connector Forms To Prospects or Clients

Written by Ella Buan
Updated over a week ago

Customizing Web Connector Optional Services Page

Written by Ella Buan
Updated over a week ago

Embedding Services Into Your Website using Web Connectors

Written by Ella Buan
Updated over a week ago

Finalizing Proposals From A Web Connector

Written by Ella Buan
Updated over a week ago