When editing a proposal in Practice Ignition you'll want to work through the 6 tabs of settings. Don't worry - the vast majority of the work is done in the first 2 tabs and this is a very simple process!

General

The General tab controls the overarching proposal settings. Here's a run-through of the settings in this tab:

Proposal Name - A purely internal (client's won't see it) name for the proposal to make it easy to identify what the proposal is for. Common examples might be 'Small package' or 'FY20 Annual accounts'.

Client - Which client the proposal is for

Contact - The contact within the client entity who'll receive, and sign, the proposal. The default contact is automatically chosen.

Proposal Start Date / End Date - The start and end of the period covered by the engagement.


Directly below these two fields are a number of blue boxes containing shortcut date ranges to help you set these more easily.


Note: While an end date is mandatory, proposals with Continue Recurring Billing enabled or without Recurring billed services will ignore it.

Continuous Recurring Billing - Enabling this will cause Recurring billing services to continue to invoice and collect payments past the End Date until you choose to complete or adjust the proposal.

Recurring Period - Whether Recurring services will recur (and invoice & collect) on a weekly or monthly basis.

Recurring Invoice Day - If the Recurring Period is monthly, this allows you to set what day of the month the invoicing & collection process starts.

Now that we've defined the client, start dates and end dates, let's jump into building the proposal out in the Services tab!

Proposals 3: Services (and XPM job settings) (2 mins)

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