Get impressive digital proposals out the door fast with ready-made bookkeeping proposal templates from that include recommended services, pricing and billing - or create your own custom templates.
With Ignition's comprehensive template library, The Successful Bookkeeper community members can create and send beautiful engagement letters in minutes.
If there are changes to your engagement, you can easily update your engagement letter and achieve digital sign-off from clients in minutes.
Take your sales process to the next level by offering clients the option to choose from up to three proposals. From basic to premium service packages, make it easy to guide clients to select the recommended option that best suits their needs.
Once your client accepts an Ignition proposal, invoices are automatically created and marked as paid when payments are processed, automating your accounts receivable!
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