Library of Services, Terms, Brochures & Notifications

Click here to learn how to create and manage your contract (engagement) templates, email templates, and acceptance (next steps) templates

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26 articles in this collection
Written by Dane Thomas, Tom Maxwell, Jeff Borlaza and 6 others

Creating a Client Termination / Disengagement Letter

Do you have a problem client? You can use Practice Ignition to send a disengagement letter for your termination of service.

Written by Katelyn Zomar
Updated over a week ago

Creating and Editing Services

Managing Your Service Library

Read some helpful tips on how you should manage the services in your Practice Ignition account.

Written by Tom Maxwell
Updated over a week ago

Included Services

Written by Ella Buan
Updated over a week ago

How to Create World-Class Services

Written by Tom Maxwell
Updated over a week ago

Creating Services in Practice Ignition

Learn how to create services that win more business

Written by Ella Buan
Updated over a week ago

Service Descriptions, Service Terms and the Engagement Template

Understand how Service Descriptions Service Terms and The Engagement Template work together to create the perfect contract for your client.

Written by Tom Maxwell
Updated over a week ago

Writing Service Descriptions

Our recommended framework for the perfect service description.

Written by Ella Buan
Updated over a week ago

Importing and Updating Services In Bulk Using a CSV File

Use the service import if you have a large number of services to manage.

Written by Ella Buan
Updated today

Edit, Duplicate And Delete (Archive) Services in Service Library

Learn how to quickly manage your service library using the edit, duplicate, and archive functions.

Written by Jeff Borlaza
Updated over a week ago

Using Service Terms To Dynamically Create Relevant Contracts

If you have terms and conditions you only want to include in a contract when a specific service is included, use service terms.

Written by Lizzie Rutledge
Updated over a week ago

Creating New Proposal Email Templates (Terms Letter)

Customizing Email And System Templates

Written by Ella Buan
Updated over a week ago

Template Placeholders

Written by Jeff Borlaza
Updated over a week ago

How To Set Up Multiple "New Proposal" Email Messages

On the Professional or Scale plan, you can have as many new proposal email templates as you like. Learn about our recommended best practices

Written by Tom Maxwell
Updated over a week ago

STP Templates

Here are some service, terms and email templates that you can use when you are creating STP Authority proposals!

Written by Pat Kuo
Updated over a week ago

Creating An STP Authority Declaration

Did you know that you can use Practice Ignition to create and send your STP Authority Declarations? This article will show you how!

Written by Norman Ieng
Updated over a week ago

Individual Income Tax Return - Australia

Australian Income Tax Return (ITR) Resources

Written by Norman Ieng
Updated over a week ago

Have Clients Sign BAS Authority Declarations

If you (and your client) are required to sign declarations of authority to act and/or lodge, you can use Practice Ignition to automate this!

Written by Tom Maxwell
Updated over a week ago

Financial or Reporting Period in Engagement Letters

Written by Jeff Borlaza
Updated over a week ago

Template Editor And Formatting Help

Written by Ella Buan
Updated over a week ago

Editing a Proposal Email Template (Terms Letter)

Customize your engagement letter templates

Written by Ella Buan
Updated over a week ago

Adding a Partner Signature To Your Templates

Written by Ella Buan
Updated over a week ago

Archiving Engagement Letter Templates

Written by Jeff Borlaza
Updated over a week ago

Customising The Proposal Acceptance Message

Written by Jeff Borlaza
Updated over a week ago

Creating, Editing & Adding Brochures

The brochure Does Not Display When I View The Proposal

Written by Reid Schretlen
Updated over a week ago

How Do I Make Sure My PDF Brochure Meets The Upload File Size Limit?

use an online tool to compress your PDF files to meet the 5mb file size limit.

Written by Dane Thomas
Updated over a week ago

Client Brochure’s And Proposal Acceptance Experience

Watch our webinar from August 2018, showcasing the brand new proposal acceptance experience.

Written by Tom Maxwell
Updated over a week ago