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Proposals Billing and payments Apps and automations

Proposals

Building proposals, sending proposals and templates

How to build out of scope billing into a proposal

Out of scope billing is a great way to clearly define the boundaries of work between you and your clients in addition to protecting yourself from scope creep.

How to build a proposal for catch up work

If your clients ever need assistance with catch up work, you can easily set up a service template and add the service...

Using proposal options to maximize client charges

Present your prospects and clients with three packaged service offerings and give them the power and flexibility to...

Use proposal options to empower your clients to choose what works best for them

With proposal options, you can streamline your sales process by allowing clients to choose from A, B, or C options...

Using proposal options to introduce your clients to fixed fees

A great and easy way to introduce your clients to fixed fees is by using the Proposal Options feature in Ignition to...

How to increase your prices using proposal options

Significantly improve your conversion rate and your pricing with tiered package offerings and by using the Options...

Different ways to use Intro message and Next steps templates

Intro message templates are pre-written messages that you can use to introduce yourself to new clients or to...

How to create world-class services

It's important to be clear and concise with your services and service descriptions. This allows you to set the scope...

What are service terms and how do you use them?

Service terms are additional terms that are linked to specific services. They are optional and can be included in...

Creating a client disengagement letter

If you are using Ignition, this article will show you the two quick steps in order to set up this in your account to...

How to onboard Individual Tax Return clients

If you offer Tax Return services to your clients, you can save hours by using Ignition to build Individual Tax Return...

Creating an Individual Income Tax Return (AU)

This article contains all the resources you'll need to automate your ITR engagement and workflow process with...

STP, TPAR & BAS Authority Templates

If you (and your client) are required to sign declarations of authority to act and/or lodge, you can use Ignition to...

Different ways to share Ignition proposals with your clients

Digital proposals allow you the flexibility to share the document with your clients in various ways. Whether your...

Using proposal shortlinks in your email or SMS communications

Billing and payments

Using Ignition payments, collecting payments

Review + Pay process vs Pre-approved payments

Take the hassle out of the money conversation with automated client payments that make it convenient to pay and get paid from the moment your client signs the proposal. No more chasing clients. Ignition Payments are flexible with the option to use pre-approved payments and a review and pay process. This article will dive into what each payment collection method looks like and highlight the differences.

How to temporarily waive your recurring fees

There are a number of reasons why you would want or need to waive recurring fees temporarily for your...

Utilize the flexibility of the Billing Schedule for client billing

The Billing Schedule found in your client’s file is where you can view and modify any future billing items. You can...

Best practices: Migrate client payments to Ignition in bulk

With Ignition’s new payment method requests, you can now easily send requests to clients to efficiently and securely...

How to collect overdue accounts receivable

There are a lot of reasons why a client might not pay for their invoices. Sometimes, they simply forget to pay an...

Creating instalment plans in Ignition

You can easily create and offer instalment plans to your clients with Ignition. This can help increase close deals...

Debt recovery using Ignition

There are a ton of reasons why a client might not pay for their invoices. Sometimes, they simply forget to pay an...

Apps and automations

Zapier, other integrations

Zapier: Hubspot and Ignition

In this example, we are going to create two Zaps - one to create a client in Ignition when lead in Hubspot is moved to a specific deal stage, and a second Zap to update the deal in Hubspot when the Proposal is signed in Ignition.

Zapier: Content Snare and Ignition

In this example, you’ll learn how to connect Ignition with Content Snare with Zapier to eliminate the manual &...

Zapier: Automate the Creation of Leads (Calendly & Ignition)

Capturing new leads is exciting, and being able to easily access key details about that lead should be effortless....

Zapier: Create a Card for Clients in Trello when Services accepted in Ignition

If you are using Trello for task/project management, this zap will automate the creation of cards and checklist...

Zapier: Create Jetpack & Ignition Workflow

If you are using Jetpack workflow for practice management you can now create Jobs in Jetpack when proposals are...

Zapier: Advanced Jetpack & Ignition Workflow

The Zapier & Jetpack Workflow uses simple filtering to determine what Jobs to create in Jetpack Workflow. In this...

Update Your CRM, Send An Email And Add The Lead To A Nurture Campaign When A Proposal Is Lost

There are cases where a deal might fall through and you will need to mark your proposal as Lost in Ignition. We're...

Automate your client onboarding with Zapier using TypeForm & Ignition

Disclaimer: If you want to replicate the below zaps, you’ll need a paid version of Zapier so that you can use...

Using Cimplico Sync with Ignition

Cimplico Sync, allows practices to replicate invoices into satellite Xero files (separate legal entities) to split...

Automate email reminders to your clients with unsigned proposals

Whilst some of your clients may sign proposals you send them straight away, there are likely others that sometimes...

How to add Dext or Hubdoc email addresses for invoice receipts

Ignition allows for flexible customization with client email notifications. Invoices and payment receipts can be sent...