Managing & Editing Accepted Proposals

Click here to learn more about managing your proposals once they are active.

+1

14 articles in this collection
Written by Tom Maxwell, Jeff Borlaza, Ella Buan and 1 other

Editing Payments on Accepted Proposals

How to change your service prices in bulk on active proposals

Ever needed to change your service prices on already accepted proposals? Follow the instructions below to discover how to do this in bulk.

Written by Pat Kuo
Updated this week

Adjust an Active Proposal

Written by Ella Buan
Updated over a week ago

Changing the payment method on active proposals

Do your clients wish to use another card or bank account to pay for their invoices? Here are the steps to manage this in Practice Ignition.

Written by Tom Maxwell
Updated over a week ago

Need to change the price of a service on your active proposals? The PI team can help.

Changing prices on a service but don't need your clients to sign again? This article will show you how the team at PI can help.

Written by Tom Maxwell
Updated over a week ago

Perform a proposal adjustment to add, remove, or change a service in an active proposal.

making changes to a proposal is easy with the built-in adjustment process.

Written by Tom Maxwell
Updated over a week ago

Disabling Payments on a Proposal

You can switch off payments on a proposal, both before and after it's accepted. Here's how.

Written by Tom Maxwell
Updated over a week ago

Pause payments on a proposal

Occasionally, your client may need to skip a payment. Here's the best way to manage this process in Practice Ignition

Written by Tom Maxwell
Updated over a week ago

Switch “On Completion” bills to instalment plans.

Switching your One-off fees to instalment plans can give your clients a cash flow boost, and can improve the certainty that you'll get paid.

Written by Tom Maxwell
Updated over a week ago

Accepting Proposals

How does your client interact with their PI proposal?

Written by Ella Buan
Updated over a week ago

Electronic Signatures in Practice Ignition

Written by Ella Buan
Updated over a week ago

Renewing or Completing An Expiring Proposal

Rolling Over Existing Proposals

Do you have existing active engagements that you'd like to re-scope for the new financial year? The rollovers function is what you need!

Written by Ella Buan
Updated over a week ago

Completing or cancelling a proposal

Written by Jeff Borlaza
Updated over a week ago

Do proposals auto complete when it's passed its engagement period?

Written by Ella Buan
Updated over a week ago

Best Practices For Annual Contracts

Written by Ella Buan
Updated over a week ago