What's New Celebrate 🎉

Ignition proposals will now automatically expire after a set period to drive urgency during the sales process while empowering you to forecast better. 

What you’ll love:

• Create a sense of urgency to close deals faster 
• Keep track of your sales pipeline and forecast more accurately 
• Avoid the hassle of manually marking proposals as lost if clients don’t accept 

Never miss a beat when you connect Ignition with Slack! 

Get notified of important client activity updates in real-time — like when a proposal is accepted — ensuring no opportunity is missed and client engagements run smoothly. 

With this integration, you and your team will always stay informed throughout the client relationship.

Staying on top of your invoices and payments just got even easier. You can now mark invoices as paid in Ignition even if payment is collected externally to accurately track, manage and report on all your payments using Ignition. 

Plus, when you link QuickBooks Online or Xero to Ignition, invoices marked as paid in your ledger will automatically be marked as paid in Ignition too.

Setting up and managing your clients in Ignition is now faster and more efficient than ever. View all your existing clients from your connected apps in Ignition and import them in bulk to speed up your client engagements. 

What you’ll love

• Save time on initial setup by importing clients in bulk 
• Avoid duplicates and maintain accurate client records
• Create and send proposals in bulk to speed up your client engagement process

Sometimes, even automated payment collection can fail - like when your client has insufficient funds. Now, rather than rescheduling failed payments yourself, Ignition can automatically retry payment collection if a payment fails – making getting paid a breeze. 

When you connect QuickBooks Online with Ignition, you’ll now enjoy better reporting visibility with QuickBooks classes supported in Ignition. View QuickBooks classes in Ignition and easily categorize and track what's important to your business. 

Manage payments more effectively with the new and improved payment Collections page! You'll now be able to track payment statuses more easily, apply filters and take action such as rescheduling collection.

It’s never been easier to bill and collect payment for ad hoc or out-of-scope work in Ignition with Instant Bill. We've further improved this popular feature so you can now:

• Bill for multiple services at once
• Get better visibility of instant bill activity in the activity log
• Streamline invoicing by grouping instantly billed services by proposal and selecting which invoice reference to use to sync to the correct XPM job for WIP management. 

Introducing proposal add-ons! Unlock e-commerce best practices for your business with an easy way to upsell your services and boost revenue.

Showcase extra services clients can add to their proposal with the click of a button - generating extra revenue for your firm without any extra effort. 

What you’ll love:

• Easily upsell services to grow revenue and improve profitability  
• Showcase more of your services to clients to maximize upsell opportunities
• Eliminate unnecessary back and forth with clients that may delay the sale

Reclaim cash flow and stay in control of client billing with the new billing hub in Ignition. Access your upcoming manual billings across all clients in one consolidated view and choose to invoice instantly, or schedule for later. 

What you’ll love:

• Faster payment collection: Ensure all your manual billings are sent on time so you get paid as soon as the work is done.
• Better cash flow management: Improve forecasting with more visibility of upcoming manual billings across all clients.
• Improve efficiency: Significantly reduce the time and effort spent managing invoices by consolidating all billings that need action into a single view.

If your business offers discounts to clients, Ignition now makes it easy to communicate this additional value by clearly displaying service discounts on proposals.

By highlighting any discounts offered on proposals, Ignition can help you:

• Grow revenue: Encourage clients to opt for higher-value packages 
• Attract business: Entice potential clients with introductory discounts
• Retain clients: Reward existing clients and improve loyalty

Struggling to communicate all the value you’re providing to clients? You can now quickly create professional service descriptions using AI within Ignition to save time. Create or refine your services with ease and put you and your clients on the same page from the start. 

What you’ll love:

• Sell with confidence: Communicate your value effectively with compelling service descriptions to win more clients.
• Gain clarity: Clearly define the scope of services you’re providing in language terms your client understands.
• Save time: Quickly create or refine your service descriptions with AI.

Ignition now seamlessly integrates with MYOB Business to help you power through EOFY. 

What you’ll love:

• Easily manage clients: Import existing clients from MYOB Business, or create a new client in Ignition and we’ll automatically add them to MYOB Business. 
• Eliminate debtors: Collect client payment details upfront in proposals and automate invoicing and payment collection once clients sign.
• Set & forget billing: Ignition automatically creates your client invoices in MYOB Business, marks them as paid, and reconciles payment. 

*Available in AU and NZ only. 

Now in Ignition you can customize branding on your client emails – enabling you to create a lasting impression that helps build trust and credibility to win over your clients. 

Easily add your logo and brand colour to emails for a consistent and more professional client experience across all touchpoints.

Enjoy more ways to get paid with Direct Debit now available to all Ignition customers in New Zealand. 

You can now offer your clients even more hassle-free and convenient ways to pay using; 

• Credit or debit card
• Direct debit (new!)
• Apple Pay or Google Pay (new!)

Automate client payments in Ignition to get paid effortlessly from the moment your client accepts your proposal and eliminate debtors. 

Get started faster by instantly importing your services into Ignition from Xero or QuickBooks Online.

What you’ll love?

• Save time bringing services across into Ignition 
• Improve accuracy by importing services with your existing names and descriptions
• Unlock revenue with rapid setup and quicker proposal turnaround times

You can now connect Ignition with Intuit ProConnect Tax

What you'll love?

• Engage hundreds of tax clients in minutes by sending proposals in bulk
• Filter ProConnect clients by return type to customize tax proposals
• Get paid on time by collecting client payment details upfront in proposals

*Available in the US only.

Ignition now gives you the flexibility to pass on card processing fees to your clients so you can take control of your payments experience.

• Minimize your out-of-pocket costs: automatically charge clients a card processing fee
• Flexible payment options: offer more convenient ways for clients to pay, while you get paid faster
• Control the client experience: choose which clients to pass card processing fees on to

Currently available to customers in the US and Australia. 

Ignition now makes it easy to raise your prices when renewing client proposals – and we’ll even remind you when agreements are due for a pricing review.

With the new price increase capability you can:

• Boost revenue: Recover business costs and capture the true value of your services.
• Improve efficiency: Simplify your workflow and make renewals a breeze.
• Build confidence: Communicate pricing more effectively with supporting email templates and benchmark data.

Send proposals with confidence with our new proposal review statuses. Proposals in draft can now be assigned to team members to review, approve or request changes before sending. 

• Stay on top of your work – easily track the progress of each proposal in a centralized location.
• Improve collaboration – share internal notes when the status changes so everyone knows what they’re doing.

Introducing Invoice Import. Instantly import recurring invoices from Xero or QuickBooks into Ignition and we’ll automatically convert them into draft proposals.

• Save time: instantly move client billing from Xero or QuickBooks to Ignition    
• Get paid automatically: set and forget billing and payments for recurring services 
• Consolidate billing: see all your invoices in one place, and get more complete reporting 

No need to engage clients one-by-one. Now in Ignition you can create proposals in bulk and quickly engage many clients at once.

Simply select the clients you want to engage, choose a proposal template and let the magic happen. Ignition will create proposals for each client selected based on your chosen template.

What you’ll love:

Save time. Create proposals in bulk and skip the mundane admin.

Protect your profits. Quickly create and send proposals in bulk and spend your time delivering great service instead.

Introducing Instant Bill. A new way for you to easily bill and collect payment for ad hoc or out-of-scope work in Ignition – without the need to create a proposal.

Why use Instant Bill?

Boost revenue: charge clients for additional services outside of the existing agreement

Save time: bill clients without creating a new proposal

Improve cash flow: bill upfront and get paid automatically

It’s never been easier to manage scope creep and get paid for all your work in Ignition.

Getting paid with Ignition is now even easier, faster, and more secure with the ability to accept payments via Google Pay and Apple Pay. It’s more convenient than ever for your clients to pay, meaning you get paid on time while providing clients with an even better experience.

Google Pay and Apple Pay are available this month for all new customers in the US and Australia, and all customers soon after.

You can easily renew your existing client proposals at the click of a button, seamlessly transitioning your services and billing from one period to the next. We’ll automatically create your draft renewals with inherited projects, payment, automation, and presentation settings from the original proposal.

• Save time and reduce errors with the ability to renew proposals individually or in bulk with the click of a button

• Have the flexibility to adjust scope or pricing in the editor before sending the renewal proposal

• Ensure you get paid for all the work you do and prevent double billing with Ignition taking care of the billing transition when the renewal proposal is accepted

• Enjoy a smoother workflow, with the ability to quickly identify proposals that are in the process of being renewed, or have been renewed

• Stay compliant with an easy way to renew terms and collect an up to date signature

Collect payment details for one client or hundreds, and move them onto automated payments in just a few clicks.

Now in Ignition you can quickly and easily:

• Identify clients you don’t have a payment method for

• Request payment methods from multiple clients in a few clicks, sending a branded email from within Ignition

• Impress your clients with an easy way for them to provide details and pay you

• Collect payment from your clients automatically so you can get paid on time and reduce time spent on admin.

Work more efficiently with a better view of which client proposals you’ve completed work for with the new Completed status. This new proposal state indicates when all services originating from a proposal are inactive, so you can more easily identify when services and billing are still ongoing.

The ‘Completed’ status will be introduced across the app, including:

• The Client Summary

• Pipeline

• Pipeline exports

• Zapier trigger: “Proposal Completed”

New improvements to the way you share your proposals and communicate with your clients will help you save time and get greater clarity on your proposal pipeline. With this update, you’ll now be able to:

• Save time and drive efficiency by creating multiple templates for your Intro and Next Steps messages to clients. Create different templates for different services or groups of services based on what you need the client to know or do.

• Customize your Next Steps message on the fly in the editor rather than in the Library.

• Share your proposals with clients in more ways with link sharing as well as the option to download and print your proposal.

With this latest release, you'll enjoy the flexibility to edit services that have already been accepted by your client - making it easier for you to manage any changes in scope throughout the engagement.

What you’ll love

• Manage scope creep more effectively by editing active services when the scope of the project changes

• Ensure you get paid for all the work you do by easily making changes to the service description, price, quantity, billing details and more

• Provide clients with a better experience by offering the flexibility to adjust active services if their needs change during the engagement term

• Give clients greater clarity and confidence by notifying them of small adjustments to the agreement without the hassle of signing a whole new proposal

Officially introducing Ignition Smart Billing for Gusto!

Ignition Smart Billing automates payroll billing for any service you bill per employee, by syncing with Gusto in real-time to calculate headcount.

> Put payroll billing on autopilot: You’ll never have to worry about employee headcount changes and managing variable costs manually.

> Take the hassle out of bundling Gusto subscriptions: Smart Billing automatically calculates the monthly cost of your client’s Gusto subscription, so you get paid the right amount, every time.

Why connect Ignition with Gusto?

As well as taking advantage of Smart Billing, when you connect your Gusto account to Ignition you’ll get access to three-tiered pricing People Advisory proposal templates, ranging from full-service payroll compliance to guidance on complex people operations, to easily engage your clients.

Ready to make your payroll billing a breeze?

First, connect Ignition with Gusto in Apps. Smart Billing will then be available when creating new proposals and adding any unit priced service.

NEW! Become an Ignition expert with our free, on-demand certification course that’s designed to give you the skills and confidence to realize the full potential of Ignition within your firm.

Register now to learn how to utilize Ignition to streamline client engagement, automate payments and grow your business.

Plus, earn up to four hours of verifiable CPD points!

Learn more or register here.

Give your team the tools they need to close more deals with greater visibility of your proposals across all clients with our new centralized pipeline views.

Easily identify and take action on your proposals through filtered views that allow you to refine and prioritize by the information that’s most important to you. Build your own custom views and bookmark them in your browser for easy access or share the link with your colleagues so you’re always on the same page.

It’s now even easier to gather insights about your pipeline with the latest improvements to the dashboard. View a snapshot of your pipeline activity in the new pipeline widget and simply click straight through to the new pipeline views to get all the details and take action.

Learn more about how you can harness the power of Pipeline!

Just like the new terms editing experience, it's now easier to edit and format service descriptions, service terms and notifications. No code needed!

Learn more about creating services, customizing email and system templates or editing and formatting templates in Ignition.

Collecting a deposit in Ignition is easy with our latest update to the New Proposal Editor.

When adding fixed price services to your proposal, simply enter the deposit amount and we'll automatically split the difference as the balance. You can even set custom billing rules for both payments and then sit back and watch the magic happen.

Once your client accepts the proposal, Ignition collects the deposit payment automatically - so you get paid without lifting a finger.

Collecting a deposit is best practice for accountants, bookkeepers or any professional services business looking to improve cash flow and minimize business risk - especially when engaging new clients.

Learn more about deposits in the New Proposal Editor here.

Avoid lots of manual work by importing and exporting all contacts associated with a client, not just the primary contact.

To import or export your client data, simply navigate to the Clients tab within your account and click on the "Export" or "Import Clients" button to get started.

Learn more about importing and exporting client data here.

If you’re using our New Proposal Editor, you no longer need to use specific dates to align the billing start date on your services with your proposal start date. This means clients can accept your proposal right away, but you can delay both the billing and proposal start dates, and still ensure they match up.

You'll now see a “Proposal Start Date” option in the Start Billing On section the next time you Edit Billing Rules when creating a proposal. In a single click, set the billing start date on your services to always match the start date of your proposal.

Learn more about our updated Billing Rules here.

If you’re using our New Proposal Editor, you can now provide multiple counts of the same service to your client with our new Quantity feature.

This update avoids the need to duplicate services and ensures that your proposals showcase value in a concise and easy to understand way. Quantity is only available on services with a Fixed or Included price type.

Learn more about our new Quantity feature here.

If you’re using our New Proposal Editor, you can now easily track all your active services for a client using our new ‘Active Services Export’ feature in the Clients tab. The purpose of this export is to give you a consolidated view of your active services to inform your renewals planning.

In just a few clicks, you can export a list of your services based on their expiry date so that you can identify exactly which clients are due for renewal and calculate each service value over a specific period of time.

Learn more about the Active Services Export here.

After many months in the making, we're excited to release multiple signatures for our New Proposal Editor. With multiple signatures, up to ten people can sign a single proposal outlining your engagement terms - ideal for engaging clients with multiple directors or owners in the same company, or couples filing joint tax returns where eligible.

If you’re offering proposal options or require payment details upfront, you can select a primary signatory - ensuring that your main client contact accepts the proposal before any other relevant parties can digitally sign. Best of all, you and your client will be kept in the loop every step of the way - with email notifications and status updates to every signatory, a digital audit trail for every signature, and a signed agreement sent to all signatories.

We’re excited to launch our new integration with Gusto to customers in the US. This makes it even easier for you to offer People Advisory services and bundle Gusto subscriptions in your proposals.

It’s all part of our joint partnership to help the accounting profession combine financial expertise with people-focused guidance.

Why connect to Gusto?

• Fast-track proposals: Automatically populate Gusto clients details when creating proposals to save time

• Transition to People Advisory: Access our three-tiered pricing People Advisory proposal template, ranging from full-service payroll compliance to guidance on complex people operations

Our Gusto integration will also help you Simplify billing for Gusto software soon. You'll be able to automatically calculate your client’s monthly Gusto subscription cost based on real-time employee headcount. Stay tuned!

We’ve made it easier to understand what’s happening with your client payments, including any payment disputes or client refunds you’ve issued, via the updated Disbursals view. This tracks when client payments collected through Practice Ignition reach your linked bank account.

Next time you head to Payments > Disbursals, you’ll see a more detailed and accurate view of all your client payment disbursals. You’ll be able to easily view disbursal details, including any payment disputes or client refunds, and have peace of mind that the disbursal amounts are accurate and up to date.

We’ve also improved our Disbursals data export, allowing you export data for a selected date range and view all payment collections for that period in one file to make any reporting and reconciliation you need to do much easier.

We’re committed to making the payment collection process easy to understand and manage, so look out for ongoing improvements in the future.

We've improved our Zapier integration for the New Proposal Editor, with five new Zapier triggers to automate your workflow. For example, you can update your sales pipeline automatically when a proposal is sent or when a deal is lost, or send an internal email or notification when a proposal is sent out to a client. So if you've been using the "Proposal State Change" trigger to automate your workflow using the Classic Proposal Editor, you can now do the same using our New Proposal Editor!

Have you ever struggled to figure out which client project a particular item of work relates back to? Or wanted to know when a client agreed to a certain service?

If so, we hope you'll enjoy this update. You can now see the proposal name and project name (if specified) alongside each item in the client Billing Schedule and Invoices views. The client Services view also shows this information for each service that the client has agreed to.

After many months in the making, our New Proposal Editor now supports Xero Practice Manager (XPM) to automate your jobs workflow!

We’ve used this as an opportunity to reimagine the workflow experience to make it more flexible, and give you greater control and visibility over your client jobs and tasks. You'll now be able to create more custom workflows, set up the job category and budget and even easily view, create and edit XPM jobs at a client level.

To get early access, admins users can go to Practice Ignition Settings > Labs and turn on ‘enable XPM with New Proposal Editor’. The new XPM workflow is currently in beta, so we’re still fine tuning the experience and welcome your feedback.

It's now easier for you to give us your feedback! 🥳 If you click the profile drop down menu on the top right in the app, you'll now see a Give Feedback option under more resources.

Your feedback immediately filters through to our feedback triage tool where a member of the product team will read, tag and categories each item. Sometimes we may reach out for more information or context about your business problem, though if we don't be sure to know that everything you tell us informs what we build next and how we do it.

If you're on our Professional or Scale plan, you can now easily create your own customizable proposal templates using our New Proposal Editor. Simply build a new proposal or save an existing draft as a template in your custom template library. Custom proposal templates can help you simplify your client proposal process by creating standardized templates for your most popular services, and getting high quality proposals out the door faster. You'll also be able empower your team to create proposals using templates to engage clients consistently with less hand-holding. Learn more

We've released updates to the new Client Billing Schedule which give you flexibility to make one off adjustments to billing - without losing the benefits of automation.

Try clicking on one of your future invoices in the "Billed Automatically" section. You'll find you can now edit the invoice date, prices, payment method and more. It's even possible to move items back from Automatic to Manual billing.

For items in the "Billed Manually" section, you can now edit prices, add notes and change the expected billing date.

What's more, all these changes will be reflected instantly on your Dashboard.

This update is only available in accounts that have our new Client Billing Schedule enabled. Client Billing Schedule is rolling out to all accounts over the coming weeks.

Any manually billed item on the Client Billing Schedule can now be deleted. If work isn't going to be billed to the client for whatever reason, you can now simply remove it without creating an invoice. This lets you keep your manual billing list for each client completely accurate.

This update is only available in accounts that have our new Client Billing Schedule enabled. Client Billing Schedule is rolling out to all accounts over the next month.

When creating invoices for work that's being billed manually, you can now see the "project" that each item relates to. This is particularly important if you're providing the same service to the same client across multiple projects or scopes of work.

The name that you set when creating the proposal is used as the project name for each item.

While we have not supported Internet Explorer 11 (IE11) for the practice-facing parts of our app for some time, we are now ending support also for the client-facing parts of our app.

We have made this decision in light of a shrinking market for IE11 and as Microsoft themselves announce an end of support for IE11 in their own products. It has become increasingly hard to continue to provide support for this browser and an end of support will allow us to better focus this time on product improvements in other areas.

Though IE11 makes up only a small fraction (~3%) of client sessions, we don't want to compromise our customers' proposal conversion rates as we remove IE11 support. This is why we have introduced an unsupported browser alert page for clients.

IE11 users who visit any client portal page will see an alert page to indicate that their browser is not supported. From there, they can copy and paste the URL into a modern browser such as Edge or Chrome. We also provide a QR code to make it easy to open the portal page on a mobile device as an alternative.

We have made some updates to the client states to simplify and better reflect a clients state in your business.

According to our customers, line item service prices on the emails sent to clients are rarely useful.

When you are rolling over or duplicating new proposals, we will now default to the new accept page design if this is the default set in your account.

Still not using the new accept page design? Let us know why.

Practice Ignition now integrates with Intuit Practice Management (IPM).

After connecting IPM to Practice Ignition, work will automatically be created in IPM when your client accepts a Practice Ignition proposal.

Intuit Practice Management is currently only available in the United States for ProConnect™ Tax Online and Lacerte®

We've begun the roll-out of our new Client Billing Schedule. This feature is gradually being rolled out to all accounts over the coming weeks.

With the Client Billing Schedule, you'll be able to see a complete record of future billings at the client level. All client billings for every proposal can now be found in one place!

To assist us in providing a superior payments experience, we have changed our payment sub-processor for Australian payments to Stripe.

We have already successfully partnered with Stripe in other regions and have seen how their product investments over time have led to better and better service for Practice Ignition customers in those regions. We have now aligned this service for our Australian customers.

You can now find the Discover page by navigating from the sidebar within your account (it's below 'Dashboard' 🕵️‍♀️). Our initial focus will be helping new customers get started, while our goal for existing customers will be to use the Discover page to curate education and self-onboarding of new features.

We will be releasing new content as we go, which makes this your go to place for discovering how to make the most of new or existing features. Tell us what you think!

We've finished rolling out some improvements to the way taxes work within Practice Ignition. New accounts now have a pre-loaded list of tax rates that's suitable for their region. There's also no longer a requirement to connect an accounting ledger if you want to display inclusive of tax prices to your clients.

When you do connect an accounting ledger there's a new section that allows you to quickly map the local tax rates to those in Xero or QuickBooks Online.

We'll be rolling out some changes to our payments system and Stripe integration starting from Wednesday the 18th of March, 2020. As a result you may see a notification banner within your payment collections, disbursals and payment setting pages requesting you to supply additional information.

The information requested is dynamically driven (based on what Stripe already has on file) and you will not be required to re-enter any previously submitted details. Many accounts will have all the necessary information and wont be required to enter anything further. Submitting this information is important and a failure to do so can result in delays to future payouts.

The information Stripe is required to collect differs from country to country, and typically includes (but is not limited to):

• The individual creating the Stripe account
• The business associated with the Stripe account
• Any individuals who ultimately own or control that business

This request for information forms part of Practice Ignition's and Stripe's continued commitment to ensuring our Know Your Customer (KYC) obligations are met. These requirements come from regulators and are intended to prevent abuse of the financial system.

Today we’re announcing support for Xero Tracking Categories on the Professional and Scale plans! 🎉With this new time-saving feature, we’re making it easier for you to compare or review sales across different parts of your business so you can improve performance where its needed most. Set tracking categories on your clients in Practice Ignition and they’ll automatically be included on your invoices in Xero.

We have made the proposal short link available from within the proposal export. Use this export to quickly access these links in bulk - e.g., to do an sms follow-up of proposals awaiting acceptance from within your chosen sms app and include the proposal short link.

We've made a small change to the format of our subscription invoices. Payment fees are now grouped by payment type (ie. Direct Debit/ACH or Credit Card) and are grouped for that billing period. Previously payment fee's were calculated and sent across throughout the billing period.

This change should make it easier to read our invoices and will help to cut down the length of the document. You may see a mix of the old and new format on your next invoice however moving forward we will only issuing invoice with the new format.

We've rolled out some improvements to the way taxes work within Practice Ignition. Starting today, new accounts have a pre-loaded list of tax rates that's suitable for the selected region. This means that there is no longer a requirement to connect an accounting ledger if you want to display inclusive of tax prices to your clients.

When you do connect an accounting ledger there's a new section within the ledger app settings that allows you to quickly map the local tax rates to those in the ledger.

This update is for accounts created on or after the 13th of February 2020. An update for all existing accounts will be made in the coming weeks.

If your clients have elected to pay you by credit card, you will now be able able to quickly access a list of clients who have an expiring credit card on file.

Access a list of clients with a credit card on file expiring before the end of next month via:

1. A filter on the clients screen (go to clients, click 'filter' and enable the 'expiring cards' filter)
2. Direct click from the dashboard on the "expiring cards" widget in the payments panel

This allows you to review this list, and follow-up with these clients to update their credit card details

We know videos make it easy for our customers to digest information, so why not share the love by giving you guys the power to attract new clients and enhance their onboarding experience with video? Today we're announcing video for proposals, providing Professional and Scale customers the capability to add a video that plays at the start of a proposal and another video that plays right after a client accepts a proposal.

We have upgraded our integration with Quickbooks Online to use oAuth 2.0, offering greater security and identity management.

With thanks to our wonderful beta testers for their feedback and support, we are excited to announce direct debits are live for all accounts in the UK! With this announcement, we’re making it even easier for UK-based accountants and bookkeepers to capture client billing information up front 100% of the time.

Today we’re releasing a cashflow boosting, time saving update for all our customers using Practice Ignition Payments. Your clients will now be notified if their payment fails, allowing them to retry the failed payment themselves - which means faster turnaround of payment issues for you!

We have now released Single Sign-On with Xero 🎉This functionality will allow our Xero users to seamlessly switch between their core apps.

You can now export the full details of all payments contained in a particular disbursal. This export can be useful if you want more information about what specific client payments are contained in a disbursal.

From now on, any time a proposal changes status in PI, you can trigger a workflow in your other apps! For example, you move a proposal from Draft to In Review – you can automatically notify a colleague that the proposal is ready. A proposal gets marked as complete – send a thank you gift automatically (yes, you can do that).

Duplicating a proposal will now also keep the original brochure attached to the new proposal.

Super user tip - create draft proposal(s) as a template that can be duplicated. This saves time when setting up similar proposals, as little as 10 sec to create and send a proposal from a duplicate!

We have added some new placeholders allowing you to personally address emails from the sender selected on a proposal.

You can now bulk send proposals from draft state, without moving them to in review.

We've made some improvements to enable rollovers and continuous recurring billing to work better together.

In the rollover process, you can now choose to exclude proposals with continuous recurring billing from rollover. This helps if you have a mix of recurring and non-recurring proposals, or proposals billed ongoing (versus renewed annually).

Simply elect to exclude these proposals and you can focus your attention only on proposals that need to be rolled over!

If you do want to rollover some proposals that have continuous recurring billing (e.g. you are reviewing your prices) then you can instead opt-in to include these proposals for rollover.

If you do select any continuously billed proposals for a rollover, we will turn off continuous billing on the original proposal (to avoid billing your clients).

If your clients have elected to verify their ACH payment method via micro-deposits, you will now be able to quickly access a list of clients who are yet to verify their account - allowing you to follow-up with these clients and get paid faster!

You can now access a list of your clients with verifying ACH payment methods from

1. A filter on the clients screen
2. Direct click through from the dashboard "awaiting verification" widget

This allows you to review this list, and follow-up with these clients to have their payment methods verified.

A great way to add a personal touch to proposals is to use a personal message. You can now also control who that message appears from when a client view it.

By default, the message will appear to be from your company, but this can be changed to instead appear from any current user on Practice Ignition.

Practice Ignition aims to be as automated as possible, and most of your clients will have an email address, but for those few who don’t (and still operate entirely by snail mail) you can now create proposals for these clients without adding an email address.

We have added two new exports for you to see your services revenue for your practice and for each client. This revenue can be calculated for a certain period of time and exported directly from the dashboard! 🎉