Creating & Sending Proposals

Click here to learn how to create a proposal, send it to your client, and follow up if they haven't accepted it.

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22 articles in this collection
Written by Tom Maxwell, Jeff Borlaza, Ella Buan and 4 others

Creating A Proposal

Learning Guide 1 - Preparing to send your first proposal

This structured guide walks you through everything you need to do in order to send a proposal

Written by Tom Maxwell
Updated over a week ago

Creating Package Proposals

How to create repeatable templates for packages of services (and save yourself a bit of time in the process)

Written by James Hudson
Updated over a week ago

Basic Payment Schedule Vs Detailed Payment Schedule

Learn about the difference between the basic summary payment schedule vs the detailed view in the New Client Acceptance Experience

Written by Tom Maxwell
Updated over a week ago

How do I know if payment collections are enabled on a proposal?

Learn how you can quickly identify which proposals have payment enabled

Written by Tom Maxwell
Updated over a week ago

The difference between draft, in review, awaiting acceptance, active, completed, and lost proposals

Written by Ella Buan
Updated over a week ago

Enabling Payments on a New Proposal

Here's how to enable payments in a new proposal and customize the payment settings for draft, in review, and awaiting acceptance proposals.

Written by Tom Maxwell
Updated over a week ago

Showing Only the Total Cost on a Proposal

Written by Ella Buan
Updated over a week ago

Can I attach files on a proposal?

Written by Ella Buan
Updated over a week ago

How to apply a discount to services

Want to give your client a deal? Here is how you can show a discount on a proposal in Practice Ignition

Written by Reid Schretlen
Updated over a week ago

Can a proposal have multiple signatories?

Written by Ella Buan
Updated over a week ago

Best Practices When Creating A Proposal

Best Practices For Creating A New Proposal

Written by Ella Buan
Updated over a week ago

Adding services to existing engagements in bulk

Creating a new proposal and duplicating it across your client base can be tedious. Here's the most efficient way of doing this.

Written by Tom Maxwell
Updated over a week ago

Adding videos to your proposals

Videos are a great way to bring authenticity and personality to your client engagement. Here are some detailed instructions! 🎥

Written by Pat Kuo
Updated over a week ago

How to record your first video

Recording videos doesn't have to be hard, here is how to make it fun and easy

Written by Reid Schretlen
Updated over a week ago

Creating Proposals in Bulk

If you have over 30 clients who are receiving the same or similar proposals, take advantage of our bulk proposal creation service!

Written by Jeff Borlaza
Updated over a week ago

Sending A Proposal

Sending a Proposal

Written by Ella Buan
Updated over a week ago

Proposal Actions

Written by Jeff Borlaza
Updated over a week ago

How do I change who proposals appear from?

Change who your proposal and personal message appear from

Written by Jana Paulech
Updated over a week ago

The New Proposal Acceptance Experience: How it works

Learn about the new Proposal Acceptance Experience

Written by Tom Maxwell
Updated over a week ago

Best Practice: Following up sent proposals

Learn the best approach to getting your proposals accepted

Written by Ella Buan
Updated over a week ago

Knowing when emails have been read

Written by Ella Buan
Updated over a week ago

Why do Practice Ignition emails come from a no-reply email address?

Written by Ella Buan
Updated over a week ago