Practice Ignition is a better way to run your client-focused business.
It all starts with the proposal/quote. You can build them in seconds with your service library - so you can get them to clients during a meeting instead of weeks after.
Your proposal includes an auto generated contract or engagement letter so legal compliance never gets in the way to sales.
Accept payments directly from your proposals on a one-time or recurring basis. This helps you improve your cash flow and reduce debtors.
When your client accepts with a legally binding eSignature, you can automate your accounting invoices through Xero and QuickBooks Online, and your workflow tasks through Xero Practice Manager and Workflow Max.
Practice Ignition is a better way to run your client-focused business.
It all starts with the proposal/quote. You can build them in seconds with your service library - so you can get them to clients during a meeting instead of weeks after.
Your proposal includes an auto generated contract or engagement letter so legal compliance never gets in the way to sales.
Accept payments directly from your proposals on a one-time or recurring basis. This helps you improve your cash flow and reduce debtors.
When your client accepts with a legally binding eSignature, you can automate your accounting invoices through Xero and QuickBooks Online, and your workflow tasks through Xero Practice Manager and Workflow Max.
Specifications
Business Size
Startup
Customization
Yes
Deployments
Cloud
Language Support
English
Platforms
Product Details
Features
Auto-generated engagement letters
Full audit trail
Proposal management
Progress tracking
Customizable sales tax
Failed/rejected payment notifications
CSV lead data imports
Client email notifications
Digital signatures
Accounting application integrations
Recurring invoices and payments
Benefits
Drag-and-Drop editor
Proposals can be built with a drag-and-drop editor, and finished proposals automatically generate up-to-date professional engagement letters and branded online acceptance pages for notifying clients
Payment processing
Card payments and bank transfers can both be accepted, and users are notified of failed payments to enable prompt follow-up
Automated workflows
Automated workflows can be created for client onboarding and to manage recurring payments and invoices
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