What is a proposal template?

Ignition proposal templates include prefilled recommended services, pricing, and billing, so you can win over new clients fast. Creating an impressive online proposal in Ignition streamlines the entire way you do business with your clients. Our readymade proposal templates not only speed up the client engagement process, but they leave a lasting impression on your clients.

Why should I use Ignition for proposals?

Our proposal software puts you and your clients on the same page, right from the start. Our branded digital proposals are quick to prepare, easy to sign, and impressive to read. Embed your own videos to add a personalized touch, or let us create branded company brochures tailored to your business. With Ignition, you can collect payment details when clients review and sign your proposal to automate payment collection, right from day one. And by connecting Ignition with your business critical apps, automate your workflows and time-consuming tasks. You’ll never want to look at a Word document or PDF proposal again!

Can I edit a proposal template?

Yes, absolutely! Our proposal templates have been designed to use as they are, but you can easily edit them to suit your specific needs. Replace the sample content in the template, such as the services, descriptions, billing rules, and more, to customize it to your business, services or client needs. You can also create your own custom template from scratch in Ignition. Just create a proposal in Ignition like you normally would, then save it as a custom template to use again and again.

Do I need an Ignition account to use this template?

You'll need to create an Ignition account to use our proposal templates. You can use our readymade templates or create your own custom templates for free, as part of your 14 day trial. After your trial expires, you'll need to sign up to any one of our subscription plans to continue using our provided templates.

Proposal Templates / Accounting / Proposal Templates

Logan Graf’s template for personal tax & advisory

Logan Graf

Graf Tax Co.

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Example template

Effortlessly generate quotes for 1040 tax returns while enhancing revenue through advisory services.

Rapidly create proposals for 1040 tax preparation and promote additional advisory services.
Projections and assistance with IRS notices.
Provide added value with delightful offerings such as newsletter subscriptions and digital document storage.

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What’s included?

Three service package options with basic 1040 tax return preparation
Recommended pricing
Service summary, including service terms
Billing schedule
Ability to collect client payment details upfront
Digital signing capability
Option to include a personalized message, video and brochure.

How to use this template in Ignition

Simply select this template when you create your Ignition proposal and send it to your clients in minutes. Customize services, pricing or billing, or send as is! The scope of the engagement is clearly outlined and professionally presented to your client in the online proposal. What a way to make a great impression!

Once your client accepts your proposal, payments are automatically collected, and invoices are created and marked as paid in your ledger. When you use Ignition’s world-class integrations, you can reduce admin time and automate your accounts receivable.

Win over clients with impressive online proposals

Build your own proposal template in Ignition and watch the magic happen. Start your 14 day free trial today and see why more than 5,000 professional services businesses use Ignition to get their proposals out the door in minutes.

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Find out more about how Ignition can help your business.

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Frequently Asked Questions

: Ignition proposal templates include prefilled recommended services, pricing, and billing, so you can win over new clients fast. Creating an impressive online proposal in Ignition streamlines the entire way you do business with your clients. Our readymade proposal templates not only speed up the client engagement process, but they leave a lasting impression on your clients.
: Our proposal software puts you and your clients on the same page, right from the start. Our branded digital proposals are quick to prepare, easy to sign, and impressive to read.

Embed your own videos to add a personalized touch, or let us create branded company brochures tailored to your business.

With Ignition, you can collect payment details when clients review and sign your proposal to automate payment collection, right from day one. And by connecting Ignition with your business critical apps, automate your workflows and time-consuming tasks. You’ll never want to look at a Word document or PDF proposal again!
: Yes, absolutely! Our proposal templates have been designed to use as they are, but you can easily edit them to suit your specific needs.

Replace the sample content in the template, such as the services, descriptions, billing rules, and more, to customize it to your business, services or client needs.

You can also create your own custom template from scratch in Ignition. Just create a proposal in Ignition like you normally would, then save it as a custom template to use again and again.
: You'll need to create an Ignition account to use our proposal templates. You can use our readymade templates or create your own custom templates for free, as part of your 14 day trial.

After your trial expires, you'll need to sign up to any one of our subscription plans to continue using our provided templates.