Classic Proposal Editor

Learn all about our Classic Proposal Editor's processes and how they differ from the New Proposal Editor!

Tom Maxwell avatar Nick Dainty avatar Jeff Borlaza avatar +5
49 articles in this collection
Written by Tom Maxwell, Nick Dainty, Jeff Borlaza and 5 others
Creating & Managing Proposals

Creating A Proposal (2 clicks)

How to create a new proposal inside Ignition
Hugh Walker avatar
Written by Hugh Walker
Updated over a week ago

Creating A New Proposal (Classic Proposals)

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Client View Of The Ignition Proposal

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Rollout 1: Bulk Creating Proposals (1 hour)

How to bulk create proposals for all your clients
Hugh Walker avatar
Written by Hugh Walker
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!
Jeff Borlaza avatar
Written by Jeff Borlaza
Updated over a week ago

Sending a Proposal

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Adjust, Change Or Edit An Active Proposal

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Completing or Cancelling A Proposal

Jeff Borlaza avatar
Written by Jeff Borlaza
Updated over a week ago

Filtering Proposals

Filtering Classic Proposals under the Proposal tab
Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Proposal Comments

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Proposal Tagging

Ella Buan avatar
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!
Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Template Placeholders - Classic Proposals

This article refers to placeholders supported by the Classic Proposal Editor.
Jeff Borlaza avatar
Written by Jeff Borlaza
Updated over a week ago

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

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Proposal Actions

Jeff Borlaza avatar
Written by Jeff Borlaza
Updated over a week ago

Weekly Billing

Ella Buan avatar
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
Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Electronic Signatures In Ignition

Ella Buan avatar
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.
Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

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

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Create A Proposal For A Group

Ella Buan avatar
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
Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Managing Proposals For Groups

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

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

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

How Does The Proposal Acceptance Experience Work?

Learn about the new Proposal Acceptance Experience
Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago
How-to Guides

How To Hide Service Fees In The Letter Of Engagement

Pat Kuo avatar
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)
Ella Buan avatar
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.
Tom Maxwell avatar
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)
Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

Notify A Partner When A Proposal Needs To Be Reviewed

Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

Knowing when emails have been read

Ella Buan avatar
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.
Tom Maxwell avatar
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.
Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

Following Up On A Sent Proposal

Learn the best approach to getting your proposals accepted
Ella Buan avatar
Written by Ella Buan
Updated over a week ago

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

Ella Buan avatar
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.
Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago