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 - Sending 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

How Do I Create 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

Proposal Status: 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

How Do I hide the Service Cost On A Proposal?

Written by Ella Buan
Updated over a week ago

Can I Attach Files To A Proposal?

Written by Ella Buan
Updated over a week ago

How Do I 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

Creating A New Proposal

Written by Ella Buan
Updated over a week ago

How Do I Add 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

How To Add Videos To A Proposal

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 A Video For A Proposal

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 A Proposals Appear From?

Change who your proposal and personal message appear from

Written by Jana Paulech
Updated over a week ago

How Does The Proposal Acceptance Experience Work?

Learn about the new Proposal Acceptance Experience

Written by Tom Maxwell
Updated over a week ago

Following Up On A Sent Proposal

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 Address?

Written by Ella Buan
Updated over a week ago