Please note that this feature is only available on our Professional and Scale Plans.
If you have multiple proposals that you need to create and send, take advantage of our bulk proposal creation process!
This process is most suitable when you need to create more than 20 proposals. Otherwise we suggest using the Duplicate function or to create the proposals you need from Provided or Custom proposal template options.
Table of Contents
PREREQUISITE - Exporting and checking your client list
The first step to bulk creating proposals is to check that your clients details are fully populated.
First, export your client list by navigating to your Clients tab → Export.
Download the CSV file once it is sent to your email.
In the CSV file, check to make sure the following fields are not blank:
Client Name (Column B)
Contact Name (Column J)
Contact Email (Column K)
If you do not have any blank fields, simply continue to the next section!
Keep this CSV file open for the next few steps.
Otherwise, follow the steps below to correct this.
If you have blank fields
If any of those above fields are blank, simply fill them out and then save the CSV file. Be careful not to make any changes to any other fields - especially the Client ID field (Column A).
Then, click the Import button in your Clients tab and import the CSV file to your account to bulk update your entire client list.
Keep the newly edited CSV file for the next few steps.
PREREQUISITE - Creating Custom Templates
The second prerequisite is to make sure that you have created your Custom Templates (available on our Professional and Scale plans).
If you are not sure how to create Custom Templates, please refer to this article.
Your Custom Templates (and the accompanying Template ID) are what you will use to create proposals in bulk.
Finding the Custom Template ID
Create a new proposal in the New Proposal Editor.
In the Templates Slider, select a Custom template and click the 3 dots → Copy ID.
Then, you can click Copy ID to copy the ID for that Template to your clipboard.
Filling in the bulk proposal spreadsheet
Please click here to download the bulk proposal creation spreadsheet.
(Rows 2 and 3 are pre-filled as an example. Please delete when using!)
First, open your Client export CSV file. (You should have updated your Practice Ignition account already and ensured that there are no blank fields.)
Copy across the Client ID and Client Name columns over to the bulk proposal creation CSV file.
Copy the Template ID of one of your custom templates and paste it in the custom_template_id column (Column A) for all the relevant clients that will be receiving that proposal.
If your template's Start Date begins On Acceptance, enter the word acceptance in the start_on field (Column E).
However, if your template's Start Date begins on a Specific Date, enter the word date in the start_on field (Column E). Then, ensure that you enter the start date in the start_date column (Column F) in YYYY-MM-DD format.
Copy and paste the start_on and start_date fields for all the relevant clients receiving the Custom Template.
Repeat Step 3 & 4 until you have finished filling in Template ID's, start_on and start_date fields for all clients in the spreadsheet.
One you are done, please send it to our team for processing!
In the bulk proposal creation spreadsheet - if you leave fields blank, the system will simply copy across the settings from the Custom Template.
We suggest keeping it simple and leaving most of it blank to send proposals faster.
However if you want to customize your proposals further, you can enter in data to "override" it. This is NOT required and is an optional step.
Please take a look at the list below if you would like to customize further:
proposal_name - You can insert any name in here. This is internal for your practice's reference only. (e.g. FY2021 - Bookkeeping and Accounting)
minimum_contract_length - Define your minimum contract length. (e.g. 12, 9, 6...etc)
personalized_message - Add a custom personalised message
terms_template_uuid - Select a specific terms template to use. The uuid can be found in the URL of your browser when you are editing a specific terms template. (e.g. 2ac7114e-a5cd-40c5-b634-bf56958f45ed)
sender_type - This can either be practice or user which defines who the sender of the proposal is. If user is selected, you will need to populate the sender_email field. (e.g. practice, user)
sender_email - The proposal sender's email which will be displayed to the client. Please ensure that the email is correct and the user exists in your Practice Ignition account. (e.g. [email protected])
Sending it to our team
Once you have completed the bulk proposal creation spreadsheet, remember to save it and then send it to our team at [email protected]!
Alternatively if you have a Customer Success Manager or Account Manager, please send it to them directly for processing.
If you are sending it to our team, please format your email with the subject line:
PRACTICE NAME - Bulk Proposal Creation - REGION (AMER/APAC/EMEA)
e.g. Growth Accounting - Bulk Proposal Creation - APAC