The New Proposal Editor

Discover our New Proposal Editor - a new way of creating and sending proposals in Practice Ignition!

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38 articles in this collection
Written by Reid and Pat Kuo
Components of the New Proposal Editor

Provided Proposal Templates

Kickstart your proposal building process by using our provided proposal templates - free on every Practice Ignition account!
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Written by Pat Kuo
Updated over a week ago

Custom Proposal Templates

Users on Pro and Scale plans can create and save their own unique custom proposal templates specific to your practice. Learn how!
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Written by Pat Kuo
Updated over a week ago

Multiple Signatures

Need multiple signatures on your proposals? Learn how to add additional signatories to a proposal in this article!
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Written by Pat Kuo
Updated over a week ago

Defining the proposal term: Effective Start Date & Minimum Contract Length

Learn more about these two new aspects in the New Proposal Editor and what it means when you define them.
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Written by Pat Kuo
Updated over a week ago

Creating services in the New Proposal Editor

If you need to add a new service template during the proposal creation process, you can now do so without leaving the New Proposal Editor!
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Written by Pat Kuo
Updated over a week ago

Editing services in the New Proposal Editor

You can now overwrite service templates from directly within the New Proposal Editor!
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Written by Pat Kuo
Updated over a week ago

Billing Rules

Billing Rules define WHEN a service group is billed. This is a must read in order to understand how the New Proposal Editor works.
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Written by Pat Kuo
Updated over a week ago

Price Types

Price Types define HOW a service is priced - either as a fixed fee or variable price. Dive into more detail in this article.
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Written by Pat Kuo
Updated over a week ago

Projects

Projects are an optional grouping of different service groups within a proposal. Learn how to better visually present your proposal!
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Written by Pat Kuo
Updated over a week ago

Proposal Options

Discover how you can empower your clients with greater choice!
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Written by Pat Kuo
Updated over a week ago

Placeholders in the New Proposal Editor

Some placeholders have been depreciated in the New Proposal Editor as part of our improved PDF experience. Learn more inside!
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Written by Pat Kuo
Updated over a week ago

PDF Presentation in the New Proposal Editor

New Proposal PDF's are now compliant and reflect the entire proposal acceptance flow! Learn more inside.
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Written by Pat Kuo
Updated over a week ago

The New Proposal Editor and Zapier

There are some minor differences in how the New Proposal Editor and Zapier work together.
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Written by Pat Kuo
Updated over a week ago

How to create a deposit in the New Proposal Editor

We currently do not have a specific deposit function in the New Proposal Editor. Learn some workarounds whilst we develop the functionality!
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Written by Pat Kuo
Updated over a week ago