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Managing & Editing Accepted Proposals
Managing & Editing Accepted Proposals
Click here to learn more about managing your proposals once they are active.
13 articles in this collection
Written by
Tom Maxwell,
Jeff Borlaza,
and
Ella Buan
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 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