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How To Cancel Your Account (Subscription)

future invoices from being generated Stop any workflows from being generated Stop your web… connector and realtime website quoting Please note You can only delete your account if you are

How To Send A Proposal To A Client Using SMS

You now have an automatic process for handling a new web connector submission for Ignition!

Brochure Display Issues

Step 1 - Check your PDF settings in your web browser

PDF Presentation in the New Proposal Editor

now reflect the entire proposal acceptance flow - allowing for a much more accurate reflection of the web

Forgot Your Password?

We recommend that the password you use for Ignition is unique and not used for any other web sites

Xero Practice Manager (XPM) Authentication Update 2020

Xero have made some changes that impact how Ignition connects to XPM. Learn more inside… When do I need to re-authorise the connection?… What if I see a different error to the above when trying to re-connect XPM in Ignition?

Connecting to QuickBooks

Learn how to connect to QuickBooks and all the connection settings… If you need to connect to another organization in QuickBooks, or remove the connection, simply click… How to connect to your QuickBooks Account

Connecting To Xero

Connect your Xero account to gain access to your Xero client list and create invoices automatically when a proposal is accepted… If you need to connect to another organization in Xero, or remove the connection, simply click the Disable… How to connect to your Xero Accounting Platform

Connecting To Karbon

How to connect Ignition and Karbon. Learn how to assign Karbon work templates to Ignition services!… you are on our Core plan or a legacy plan, you will need to upgrade your plan before being able to connect… Your API key can be found within your Karbon Settings → Connected Apps We also highly recommend that

Connecting apps

To connect apps directly in the proposal editor, click into the Client field → select the Select a client… from an app → select the app you would like to connect & follow the setup instructions… Once you've selected and connected the software, you've just got to configure the few settings necessary