Create, Send And Follow Up A Proposal | Practice Ignition Help Center

Create, Send And Follow Up A Proposal

Click here to learn how to create a proposal, send it to your client, and follow up if they haven't accepted it.

10 articles in this collection
Written by Clarenz Miralles and Jeff Borlaza

Creating Proposals

The difference between draft, in review, awaiting acceptance, active, completed, and lost proposals

Written by Clarenz Miralles
Updated over a week ago

Best Practices For Creating A New Proposal

Written by Clarenz Miralles
Updated over a week ago

Bulk Create Proposals (Complete Engagement Process)

Written by Jeff Borlaza
Updated over a week ago

Sending Your Proposal

Proposal Actions

Written by Jeff Borlaza
Updated over a week ago

Sending a Proposal

Written by Clarenz Miralles
Updated over a week ago

Why do Practice Ignition emails come from a no-reply email address?

Written by Clarenz Miralles
Updated over a week ago

Can I attach files on a proposal?

Written by Clarenz Miralles
Updated over a week ago

Following Up On Proposals That Have Been Sent But Not Accepted

Best Practice: Following up sent proposals

Learn the best approach to getting your proposals accepted

Written by Clarenz Miralles
Updated over a week ago

Knowing when emails have been read

Written by Clarenz Miralles
Updated over a week ago

Proposal Comments

Written by Clarenz Miralles
Updated over a week ago