After learning how easy it is to create a proposal, you can start thinking about engaging all of your new clients with Ignition. When you do, you'll have more insight and control over your services, be able to adjust scope when required and even apply increases during annual renewals.

The first step is to migrate or import your clients into Ignition to supercharge your business efficiency and profitability. 

While you can always migrate clients one by one, below are some shortcuts to use to migrate your clients to Ignition more efficiently:

1. Import all your clients in bulk

This is a great opportunity to clean up and organize your client list. 

A clean client list ensures that your client list is as up to date as possible and should contain clients that you are currently working with or new clients that you will be working with in the future.

Please follow these instructions to import your client list.

Click here to download the client import CSV.

2. Create & send proposals in bulk

We suggest using custom proposal templates in order to create and send proposals more efficiently.

Custom proposal templates are a fantastic way to:

• Get high-quality proposals sent out faster

• Standardize client engagements by creating templates you and your team can use

• Simplify your proposals by including your most popular services

Please follow these instructions to create your own custom proposal templates.

Once you've created a template, you can bulk select the clients you'd like to create a proposal for using this template. Each proposal will be created as a draft that can be customized further if required. 

From there, you can send the proposals to your clients in bulk. 

Follow this guide to learn how to create and send proposals in bulk.

Ignition payments helps you to get paid without having to lift a finger. By collecting payment details upfront when your client signs your proposal, you can automate invoicing and fee collection as soon as they’ve signed. 

This also means you're saving you client the hassle of arranging the payment manually and makes it easier for them to pay you for your services on time! 

If you haven't already connected payments, you can learn more about it here. Below are some additional payment features we offer:

Review + Pay

If your clients need to review invoices before they pay them, you can give your clients the option to review each invoice they receive before authorising payment collection - directly from the Ignition generated invoice email.

Learn more about using Review +Pay here

Bulk payment request

More and mored businesses are requiring payment details from clients as a non-negotiable to prevent overdue invoices and bad debtors accumulating. While best practice moving forward is to require payment collection when signing a new proposal, Ignition also helps you to securely collect payment information from all current clients in bulk to bring all clients in line with your payment policy.

Watch a quick video on how simple it is to request details in bulk here.

Get the most out of Ignition and streamline your business processes by connecting your favorite workflow and productivity apps including:

• Xero Practice Manager to automate workflow, setting up jobs and work items, and creating clients (Available on Pro and Pro+ plans).

• Karbon to automate workflow, setting up jobs and work items, and creating clients (Available on Pro and Pro+ plans).

• Zapier to connect Ignition to other apps to help you with a range of tasks such as managing your sales pipeline, automatically sending an onboarding email to a client, or keeping your team informed. Get some zap inspiration here.

Learn more about some of our customers most helpful app integrations in our learning center.