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

Adjust, Change Or Edit An Active Proposal

Written by Ella Buan
Updated over a week ago

How do I Change The Payment Method On An 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

How Do I Change The Price Of A Service on An Active Proposal?

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

How Do I Change The 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 over a week ago

How Do I 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

How Do I 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

Client View Of The 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

Setting Up Annual Contracts

Written by Ella Buan
Updated over a week ago