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

Trust annual accounts with GST

Rebecca Mihalic

businessDEPOT

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Ready in-app

Impress new clients and win more business with our readymade trust annual accounts proposal template, created by leading industry experts.

Use this template in Ignition to:

Quickly prepare and send a professional proposal to your trust clients for annual services, including Financial Statements and Tax Planning.
Help your clients remain compliant, and on track.
Say farewell to chasing clients for fees by taking payment upfront when they accept the proposal – and invoice when the work is completed.

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What’s included?

Annual compliance services, including Financial Statements and Tax Planning, billed monthly on a recurring fixed fee model
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.

Enjoy faster proposal acceptance with Ignition templates

It takes Ignition customers half the time they used to spend to create and send a proposal using our templates. This means you’ll have more time to focus on your clients. So start your 14-day free trial today, and test drive this template.

Try this template for free

Find out more about how Ignition can help your business.

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Check out our other features that can help you grow your accounting or professional services business.

Product Features

Online Proposal Management

Product Features

Client Payments

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.