If you're on a professional or scale plan in Practice Ignition, you'll notice we've quietly released some new features this month to increase your efficiency using the app.
These new features have been designed with medium and large businesses in mind, to make your experience managing high volumes of clients even better.
Expect to see more enhancements available over the coming months.
Please note that these are only available on Professional and Scale subscription plans.
If you've been wanting to quickly change the 'New Proposal' email you send to clients, this should help.
This new feature enables you to have multiple 'New Proposal' email templates. You can select which template to use in the Messaging tab of a proposal.
We've freshened up the Library interface too! Terms, and Notifications are now separate menu items on the sidebar:
How to make use of multiple email templates
The best way to personalise your message to a particular client is still using the Personal Message field, which you can include in your emails with a placeholder.
Tips for using email templates
If you're a professional or scale plan customer, you can now include additional information relating to the scope of your services on your Xero or QBO invoices. To include service descriptions on your invoices, visit your App Settings in Xero or QBO.
This will concatenate the service name and service description from your proposals onto invoices if they include those services. This is an integration-level setting so it will apply to all invoices generated by Practice Ignition after you enable the feature.
Before enabling service descriptions on invoices
Now, it's even easier to consistently showcase your brand. You can automatically attach a default brochure to every new proposal. This feature is a follow up on our improvement allowing you to duplicate proposal brochures.
To upload a default brochure, visit Branding in your Practice Ignition settings. The brochure will be automatically added to all newly created proposals.
Here's how to upload your default brochure.
Tips for setting your default brochure
These features are available on Practice Ignition Professional & Scale plans. These plans also give you access to:
Have a look at a list of our plans here. To see what subscription plan you are on, visit Subscription & Billing in your Practice Ignition account. You can also update your plan here.
To chat with a Practice Ignition account manager and discuss which plan is best for you, contact our support team at support@practiceignition.com and we'll point you in the right direction.
Enjoy making the most of Practice Ignition 🙌.