Ignition

How to create a new proposal inside Ignition

Creating A Proposal (2 clicks)

Filtering Classic Proposals under the Proposal tab

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!

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

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

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

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

Learn about the new Proposal Acceptance Experience

Find answers and get help from Intercom Support and Community Experts

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