Learning Guide 1 - Preparing to send your first proposal

Viewing Time: 24 minutes

Table of Contents

Topic 1:  Quick wins to optimize your account

Topic 2: Optimizing Your Settings in Practice Ignition

Topic 3: Creating a Client, Service and Terms Template.

Topic 4: Draft and Send Your First Proposal

Topic 1: Quick wins to optimize your account

Connect your ledger to import clients, set up your profile and invite users.

Topic 1: Optional Additional Resources

1. WATCH: Applying your Xero or QuickBooks Online settings.
2. READ: Help article on creating your profile.
3. READ: Multiple help articles on how to manage your users.
4. READ: Help article on connecting to Xero or connecting to QuickBooks Online.
5. PREVIEW: A weekly Summary Email.

Topic 2: Optimizing Your Settings in Practice Ignition

Apply general settings, tax settings, logo and brand.

Topic 2 Optional Additional Resources

1. READ: Help article on reviewing your settings
   (includes general settings, branding and tax settings)
2. READ: Help article on Labs experimental features.

Topic 3: Creating a Client, Service and Terms Template.

Understand the core components that make up a proposal.

Topic 3 Optional Additional Resources

1. PRESENTATION: The components that Make up a proposal 
2. READ: Create a client
3. READ: Create a Service 
4. READ: Different ways to Bill your clients (Guide to Billing Types)
5. READ: Placeholders for your Terms Template
6. READ: The PI Formatting Guide.

Topic 4: Draft and Send Your First Proposal

How to create, preview and send your proposal.

Topic 4 Optional Additional Resources

READ: Creating a New Proposal
READ: Sending a proposal