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.

11 articles in this collection
Written by Ella Buan, Jeff Borlaza, and Jana Paulech

Creating Proposals

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

Written by Ella Buan
Updated over a week ago

Best Practices For Creating A New Proposal

Written by Ella Buan
Updated over a week ago

Creating Proposals in Bulk (the 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 Ella Buan
Updated over a week ago

How do I change who proposals appear from?

Change who your proposal and personal message appear from

Written by Jana Paulech
Updated over a week ago

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

Written by Ella Buan
Updated over a week ago

Can I attach files on a proposal?

Written by Ella Buan
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 Ella Buan
Updated over a week ago

Knowing when emails have been read

Written by Ella Buan
Updated over a week ago

Proposal Comments

Written by Ella Buan
Updated over a week ago