Managing & Editing Accepted Proposals

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

Tom Maxwell avatar Jeff Borlaza avatar Ella Buan avatar +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.
Pat Kuo avatar
Written by Pat Kuo
Updated this week

Adjust an Active Proposal

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