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The New Proposal Editor
The New Proposal Editor
Discover our New Proposal Editor - a new way of creating and sending proposals in Practice Ignition!
23 articles in this collection
Written by
Reid
and
Pat Kuo
Editing an accepted proposal in the New Proposal Editor
We are currently unable to edit an accepted proposal in the New Proposal Editor. Learn some workarounds whilst we develop the functionality!
Written by
Pat Kuo
Updated this week
Introducing the New Proposal Editor
Learn how to use the New Proposal Editor, a new client-centric way to create super flexible proposals!
Written by
Pat Kuo
Updated over a week ago
New Proposal Editor Feature List
Here are all the features currently available in the New Proposal Editor. Also, take a sneak peek of what we are working on next!
Written by
Pat Kuo
Updated this week
How do I enable the New Proposal Editor?
Want to use the New Proposal Editor? Here are the instructions on how to activate this in your account!
Written by
Pat Kuo
Updated over a week ago
Steps to creating a proposal
Proposal General Settings
Learn how the new Effective Start Date and Minimum Contract Length help define your contract in the New Proposal Editor
Written by
Pat Kuo
Updated over a week ago
Proposal Services and Billing
A whole new, incredibly flexible way of building out a proposal. Control WHAT, WHEN and HOW you will bill for your services!
Written by
Pat Kuo
Updated over a week ago
Payment Settings
Collect payment details upfront from your client when they sign your proposal. Say goodbye to debtor days and hello to recurring cashflow!
Written by
Pat Kuo
Updated over a week ago
Terms
Introducing a live preview of your terms and conditions templates within the new proposal editing experience!
Written by
Pat Kuo
Updated over a week ago
Automation
The New Proposal Editor currently supports Karbon, Intuit Practice Manager and Zapier workflow integrations.
Written by
Pat Kuo
Updated over a week ago
Presentation
View your proposal exactly how your client will view it - all within the editing experience and right before you send it!
Written by
Pat Kuo
Updated over a week ago
Sending the Proposal
Now that you have the confidence in how your proposal is built and how it looks, send it to your client!
Written by
Pat Kuo
Updated over a week ago
Components of the New Proposal Editor
How to create a deposit in the New Proposal Editor
Learn how to create a deposit in the New Proposal Editor!
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.
Written by
Pat Kuo
Updated over a week ago
Proposal Templates
Proposal templates are an incredible way to save time and standardize your client proposal process! Learn how to use them in this article.
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.
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.
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!
Written by
Pat Kuo
Updated over a week ago
Proposal Options
Discover how you can empower your clients with greater choice!
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!
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.
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.
Written by
Pat Kuo
Updated over a week ago
Tips and tutorials
Making your terms template compatible with classic and new proposals
There are a few differences between classic and new terms templates. This is how you make your terms template compatible with both systems!
Written by
Pat Kuo
Updated over a week ago
"How to" videos for the New Proposal Editor
Here are some practical how to videos when using the new proposal editor
Written by
Reid
Updated over a week ago