Setting up your account
The best place to get started setting up your account is the Discover Page. You can also watch these videos to learn best practices.
Welcome aboard 👋
Congrats again on choosing Ignition! 🎉 We're excited to help you streamline your client onboarding, automate your payment collection
and eliminate accounts receivable.
Getting Started with Ignition
On Demand
Everything you need to know to get set up for success
Perfect for new customers like yourself. We'll help you get up and running smoothly. This webinar is a great way to build confidence in Ignition.
From the very start, this webinar will help ensure your account is optimized to suit you.
Topics covered in the webinar include:
A refresher on the client-facing experience for accepting a Ignition proposal
Setting up your integrations
Key account settings
Enabling payment collection
Preparing your letter of engagement
Building out a library of services for you to use
How to create a proposal
How to get support from Practice Ignition
Q&A with an experienced Customer Success Manager
Ignition is fantastic user friendly software and its support is fantastic whenever we have a question it’s addressed quickly allowing us to get the full potential from the software.”
Elise Bygrave
Alt Tax & Accounting
Discover Page
Setup your account via the Discover Page in your Ignition account.
General Settings
Learn our recommended settings when you are setting up your Ignition account for the first time.
Apps Settings
Our recommended best practices for your general ledger (Xero or QBO) when you connect to Ignition.
Library: Services
Learn the quickest way to get started with our Example Services! Alternatively, you can also import your own services and bring them into your Ignition account.
Library: Terms & Notifications
How to use and edit our provided Industry Standard Engagement Terms or upload your own engagement letter and we can format it for you.
Discover how to customize your notification templates to provide a more consistent experience for your client.
Contact Support
If you need any more help, setting up your account please get in touch with our team.
Introduction
An introduction to creating a proposal in the New Proposal Editor. Start here to prepare and follow along with the video series.
General Step
Choose a client, select the start date and select the minimum contract period for your proposal.
Services Step
The most important step; how to add services to your proposal and manage how they'll all be billed. Learn how to utilize our flexible billing rules to build out a robust proposal.
Payments, Terms and Automation Step
Learn how to adjust the payment settings and select specific terms templates for the proposal.
Note: If you are using our new XPM Workflow integration, please click here for more information
Presentation Step
Control the proposal presentation, preview the proposal as your client would see it and even add a personalised video before you send it out.
Send Step
Send the proposal straight from the editing experience, or save your new proposal as a draft to work on later.