In some cases like yearly re-engagements and end of financial year, you may want to report on all the proposals that you currently have in your Practice Ignition account, created from the New Proposal Editor.

This article will show you how to do this!

For any questions, please contact our Support Team or reach out to your Customer Success Manager or Account Manager for assistance.

Table of Contents:

How to export your proposals from the New Proposal Editor

  1. In the clients tab, click Export Proposals. If you need to export your Classic Proposals, please navigate to your Proposals tab → Export to do this.

  2. Enter in your desired Start Date and End Date manually, or alternatively use the Date range field as a shortcut.


  3. Once you have selected your reporting period, click Generate Report.

    This will generate a downloadable CSV file to your email where you can download your proposal export CSV file.

Please note that the above process is to export New Proposals. If you need to export your Classic Proposals, please navigate to your Proposals tab → Export to do this.

Data included in the export CSV

  • Proposal Reference - Proposal reference assigned by PI (e.g. PROP-0001)

  • Proposal Name - The proposal name given. Can be blank. (e.g. Compliance FY 2020-21)

  • Proposal State - The status of the proposal (e.g. Drafting, Awaiting Acceptance, Accepted, Lost)

  • Client Name - The client name (e.g. John Cena)

  • Client ID - The Practice Ignition generated client identification number (e.g. 45741)

  • Client Reference - The Practice Ignition generated reference number used by our XPM integration for billing job allocations (e.g. CLI-0001)

  • Contact Email - The email for the contact selected in the proposal. Can be blank (e.g. [email protected]’tseeme.com)

  • Client Tags - List of client tags (e.g. sydney-office, client-referral, high-value)

  • Client Partner - The user assigned as the client partner on the proposal. Can be blank. (e.g. David Smith)

  • Client Manager - The user assigned as the client Manager on the proposal. Can be blank. (e.g. John Smith)

  • Proposal Link - URL for the proposal in your account (e.g. https://practiceignition.com/clients/45741/proposals/prop_mcbdkqo2bj7qbdqabxzq)

  • Effective Start Date - The start date of the proposal. Will display On Client Acceptance if the proposal has not been accepted yet. Otherwise it will display in YYYY-MM-DD format. (e.g. On Client Acceptance, 2021-07-01 / July 1st, 2021)

  • Minimum Term - The minimum contract length that the proposal is in effect for (e.g. 6 months, 12 months, 24 months...etc)

  • Minimum Value - The total minimum value of the proposal. (e.g. $4200)

  • Minimum Value (Auto) - The total minimum value of the proposal, only for services billed automatically (e.g. $3600, £500.00, $0.00)

  • Minimum Value (Manual) - The total minimum value of the proposal, only for services billed manually (e.g. $3600, £500.00, $0.00)

  • Proposal Created At - The date and time that the proposal was created. This is in your local timezone found in your Settings → General tab (e.g. 2021-07-08 15:02:00 / July 08, 2021 15:02)

  • Proposal Created By - The full name of the user that created the proposal (e.g. Michael Jackson)

  • Proposal Last Sent At - The most recent time the proposal was sent to the client. Can be blank. This is in your local timezone found in your Settings → General tab (e.g. 2021-07-08 15:02:00 / July 08, 2021 15:02)

  • Proposal Sent Count - The number of times the proposal has been sent to the client. (e.g. 0, 1, 24)

  • Reminder Last Sent At - The most recent time that a proposal reminder email was sent to the client. This is in your local timezone found in your Settings → General tab (e.g. 2021-07-08 15:02:00 / July 08, 2021 15:02)

  • Reminder Sent Count - Number of times that a proposal reminder email has been sent to the client. (e.g. 0, 1, 2… etc)

  • Email Opened By Client At - The time that the client last opened the proposal acceptance email. Can be blank, either due to clients not opening the proposal acceptance email or due to browser extensions that block the tracking. This is in your local timezone found in your Settings → General tab (e.g. 2021-07-08 15:02:00 / July 08, 2021 15:02)

  • Proposal Viewed By Client At - The time that the client last visited the proposal acceptance page. Can be blank. This is in your local timezone found in your Settings → General tab (e.g. 2021-07-08 15:02:00 / July 08, 2021 15:02)

  • Terms of Service Template - Name of the Terms Template that was used (e.g. Sample Engagement Letter)

  • Email Template - Name of the email template used. Note that you can only change this setting on Pro or Scale plans. On starter plans, this will always be the New proposal email template. (e.g. New proposal email, Growth Accounting Terms Template...etc)

Lost proposals data

These fields below will only be populated for lost proposals.

  • Lost At - The time at which the proposal was marked as lost. This should only ever happen once. This is in your local timezone found in your Settings → General tab (e.g. 2021-07-08 15:02:00 / July 08, 2021 15:02)

  • Marked As Lost By - The full name of the user who marked the proposal as Lost. (e.g. David Copperfield)

Accepted proposal data

These fields below will only be populated for accepted proposals.

  • Accepted At - The time the proposal was accepted at. Proposals can only be accepted once. This is in your local timezone found in your Settings → General tab (e.g. 2021-07-08 15:02:00 / July 08, 2021 15:02)

  • Acceptance IP Address - The IP address of the browser that accepted the proposal (e.g. 27.32.64.171)

  • Signature Text - The signature that was provided when signing the proposal (e.g. Jack Sparrow)

  • Proposal PDF Link - URL for the terms of service PDF document (e.g. https://practiceignition-agreement-documents.s3.amazonaws.com/prac_l2hhfxghxqmqasyabf5a/AgreementDocument_pead_mdaawolcltcqabaaka6a.pdf)

  • Payments - Indicates what type of payment method was provided upon signing the proposal. Please note this does NOT include what is already being billed or what payment methods are already on the account! (e.g. Credit Card, Bank Account, None)

  • Indefinite Billing - Indicates if any billing rules for the proposal uses billing that continues indefinitely with no end (e.g. Yes, No)

  • Accepted On Behalf Of Client - Indicates whether this proposal was “accepted on behalf of client” (e.g. Yes, No)

  • Accepted On Behalf Reason - Displays the required reason when accepting a proposal on behalf of a client for audit purposes. Will be blank if the client accepted the proposal themselves. (e.g. Client accepted verbally over phone)

  • Accepted On Behalf Of Client By - The full name of the user that accepted the proposal on behalf of the client. Will be blank if the client accepted the proposal themselves. (e.g. Tim Cook)

  • Option Selected - The option selected by the client when accepting the proposal. Will be blank if the proposal does not have options enabled. (e.g. Plus plan, Silver plan)

FAQ

Why am I not seeing the Export Proposals button in my client’s tab?

You may be using the Always use Classic Proposals setting. Please note that if you are currently using Classic Proposals, you can export your proposals by clicking the Export button in the Proposals tab which will generate a CSV file with all of your Classic Proposals.

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