The New Proposal Editor (BETA)

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

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17 articles in this collection
Written by Pat Kuo
Components of the New Proposal Editor

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

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 this week

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

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!
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Written by Pat Kuo
Updated yesterday