With your letter of engagement templates in Practice Ignition, the next step is to review so you're confident on the contents.

Please bear in mind: these are intended to be a single template, customised per client with the placeholders, and as such when reviewing we'd strongly recommend doing so with a mindset of standardisation.

Firstly, ensure you understand what placeholders do, and which are available.

Secondly give a little thought to formatting. PI supports basic formatting to give your templates a bit of a nicer & smoother experience for your clients.

Once you're ready to start reviewing, we'd suggest doing so in the Preview tab. This will pre-fill placeholders with sample data from your account (should the relevant data exist) and use the formatting.

Now, simply read through the contents and when any changes need to be made just jump into the Write tab to edit the text.


Done! Now one final step before everything is ready to start sending proposals from Practice Ignition.

Library 5: Email templates (5 mins)

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