Proposals are the heart and soul of Practice Ignition. They're used to initiate engagements with your clients, present what services you're offering, have them accept the engagement online and automate your invoicing & payment collection.

You can create a new proposal within the Proposals tab of PI (on the left hand menu) by clicking on '+ New Proposal' at the top right of the screen.

As a shortcut, you can also click on the red button at the top of your account - which is visible wherever you are in PI - and select Proposal to go straight to proposal creation from anywhere in your account.

Duplicating existing proposals


If you've already got an existing proposal, either as a template proposal or for another client, and the new proposal you wish to create is identical (or at least very similar) you can also create a copy of this by clicking on the proposal then going to Actions → Duplicate.

This will create an exact copy of the proposal but without any client details. This is a very quick way to roll out proposals to a number of clients who have the same package of services.

Now you've created the proposal, it's time to add the details!

Proposals 2: General settings

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