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.

Tom Maxwell avatar Jeff Borlaza avatar Ella Buan avatar +4
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
Tom Maxwell avatar
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)
James Hudson avatar
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
Tom Maxwell avatar
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
Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

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

Ella Buan avatar
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.
Tom Maxwell avatar
Written by Tom Maxwell
Updated over a week ago

Showing Only the Total Cost on a Proposal

Ella Buan avatar
Written by Ella Buan
Updated over a week ago

Can I attach files on a proposal?

Ella Buan avatar
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
Reid Schretlen avatar
Written by Reid Schretlen
Updated over a week ago

Can a proposal have multiple signatories?

Ella Buan avatar
Written by Ella Buan
Updated over a week ago