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.

US and Canada

If you're new to Practice Ignition, you'll start using the New Proposal Editor right away when you sign up.

If the New Proposal Editor doesn't suit your needs (e.g. your firm uses Xero Practice Manager), you can switch to our Classic Proposal Editor.

Simply log in as an administrator and click into Settings → Proposal Settings → Always use Classic Proposals.

Alternatively, you can select Use both New and Classic Proposals if you'd like to use both experiences.

Remember to press Update Settings after you are done!

Existing US & Canada subscribers and subscribers in other regions

If you're an existing Practice Ignition subscriber from US or Canada, or if you are in Australia, New Zealand, United Kingdom or South Africa, you can enable the New Proposal Editor in your account at any time.

If you are unsure whether the New Proposal Editor is right for you, feel free to reach out to your Account Manager for a discussion.

You can enable the New Proposal Editor by logging in as an administrator and then click Settings → Proposal Settings → Use both New and Classic Proposals.

Remember to press Update Settings after you are done!

You can choose to use either the classic proposal editor or new proposal editor at any time depending on your requirements.

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