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Proposals

Learn how to create and customize proposals to your clients.

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Building proposals Templates Sending proposals

Building proposals

How to build out of scope billing into a proposal

Out of scope billing is a great way to clearly define the boundaries of work between you and your clients in addition to protecting yourself from scope creep.

How to build a proposal for catch up work

If your clients ever need assistance with catch up work, you can easily set up a service template and add the service...

Use proposal options to empower your clients to choose what works best for them

With proposal options, you can streamline your sales process by allowing clients to choose from A, B, or C options...

How to increase your prices using proposal options

Significantly improve your conversion rate and your pricing with tiered package offerings and by using the Options...

Using proposal options to maximize client charges

Present your prospects and clients with three packaged service offerings and give them the power and flexibility to...

Using proposal options to introduce your clients to fixed fees

A great and easy way to introduce your clients to fixed fees is by using the Proposal Options feature in Ignition to...

Creating instalment plans in Ignition

You can easily create and offer instalment plans to your clients with Ignition. This can help increase close deals...

Debt recovery using Ignition

There are a ton of reasons why a client might not pay for their invoices. Sometimes, they simply forget to pay an...

Discount strategies in Ignition

Offering discounts is a common sales strategy that can be used to attract new clients, increase sales, and close...

Templates

Different ways to use Intro message and Next steps templates

Intro message templates are pre-written messages that you can use to introduce yourself to new clients or to re-engage with existing clients. Next steps template messages are similarly pre-written messages but only appear after the proposal has been signed. They are often used to guide clients through the onboarding process and help them understand the next steps. Both of these can be used in conjunction with each other to create a...

How to create world-class services

Start with a base set of service offerings. Now it’s time to add the services that are unique to your business....

What are service terms and how do you use them?

Service terms are additional terms that are linked to specific services. They are optional and can be included in...

Creating a client disengagement letter

If you are using Ignition, this article will show you the two quick steps in order to set up this in your account to...

STP, TPAR & BAS Authority Templates

If you (and your client) are required to sign declarations of authority to act and/or lodge, you can use Ignition to...

Creating an Individual Income Tax Return (AU)

This article contains all the resources you'll need to automate your ITR engagement and workflow process with...

Sending proposals

Different ways to share Ignition proposals with your clients

Digital proposals allow you the flexibility to share the document with your clients in various ways. Whether your client is non-tech savvy, on-the-go or visits you in the office, you can share your digital proposal with them to sign and the work started.

Using proposal shortlinks in your email or SMS communications

Automate email reminders to your clients with unsigned proposals

Whilst some of your clients may sign proposals you send them straight away, there are likely others that sometimes...

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