The New Proposal Editor is generally available in the US and Canada. Customers in other markets (including Australia, New Zealand, United Kingdom and South Africa) are welcome to join our public beta program by logging in as an administrator and opting in via Settings → Proposal Settings → Proposal Editor Experience. Note our New Proposal Editor doesn’t currently support Xero Practice Manager but we’re improving functionality all the time.

Each video is between 1 - 7 minutes, so it's quick and easy to learn the powerful and flexible new features in Practice Ignition 🥳

How to create proposals in bulk

How to sell 3 different service packages

How to move clients from hourly to fixed fees

How to sell your services like a software company

How to educate your customers while closing the sale with the new proposal editor

How to customize the display of services and pricing with the new proposal editor

How to take a deposit with the classic proposal editor and the new proposal editor

If you have any questions or need a hand with any of the above, please reach out to your account manager or email us at [email protected] 🙌

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