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Classic Proposal Editor
Learn all about our Classic Proposal Editor's processes and how they differ from the New Proposal Editor!
Basic Payment Schedule Vs Detailed Payment Schedule
Creating proposals in bulk (Classic Proposals)
Creating A Proposal (2 clicks)
Creating A New Proposal (Classic Proposals)
Client View Of The Ignition Proposal
Sending a Proposal
Adjust, Change Or Edit An Active Proposal
Completing or Cancelling A Proposal
Filtering Proposals
Proposal Comments
Proposal Tagging
Rolling Over Existing Proposals
Template Placeholders - Classic Proposals
Proposal Status: Draft, In Review, Awaiting Acceptance, Active, Completed, And Lost Proposals
Proposal Actions
Weekly Billing
In-App Notifications
Electronic Signatures In Ignition
Enabling Payments on a New Proposal
Can I Have Both Monthly And Weekly Billing In A Proposal?
Create A Proposal For A Group
Creating Jobs Within Proposals
Managing Proposals For Groups
If an Ignition Proposal is Completed, will the job under XPM automatically close?
How Does The Proposal Acceptance Experience Work?
How To Hide Service Fees In The Letter Of Engagement
How Do I Create Package Proposals with the Classic Proposal Editor
How Do I Add Services To Existing Engagements In Bulk
Different Ways To Bill Your Clients and How to Set Up Each Billing Type
Notify A Partner When A Proposal Needs To Be Reviewed
Knowing when emails have been read
Switch “On Completion” bills to installment plans
How Do I Add, Remove, Or Change A Service In An Active Proposal?
Following Up On A Sent Proposal
Do Proposals Auto Complete When It's Passed Its Engagement Period?
How do I Change The Payment Method On An Active Proposals
Ignition and Xero Practice Manager
My jobs Aren't Being Created In Xero Practice Manager
A Job Deployed In Xero Practice Manager (XPM) But The Service Is Not Linked To A Job Template
What Happens To Deployed Jobs In Xero Practice Manager (XPM) When A Proposal Is Deleted?
Web Connector Overview
How To Send Web Connector Forms To Prospects or Clients
Customizing Web Connector Optional Services Page
Embedding Services Into Your Website using Web Connectors
Finalizing Proposals From A Web Connector