Ignition

Best Proposal Software Available!

Comments: It has been so easy to work with Practice Ignition, and anytime I can't figure out how to do something, our account manager [SENSITIVE CONTENT HIDDEN] has been really quick to help me! He even created a workflow map for our process which showed us what we needed to work on/could automate to help our business even more!

Pros:

We initially switched to Practice Ignition because it had the ability to collect payments when clients signed proposals plus it could do the reoccurring billing for us at the same time instead of us having to set it all up in QB. Clients can update their own payment settings, an the proposal process is really easy. Recently, they made changes which allow us to present multiple options within one proposal, as well as do variable billing and it has made things even better! Their support and webinars are incredibly helpful and we are so glad we switched to them! They really understand what we need for proposals and the bulk creation through support will definitely be helpful when tax season comes!

Cons:

The thing we liked the least was we couldn't send options within the same proposal like we did in our old proposal software, but that's changed now! I think the only other issue we really still have is the ability to collect international payments

Ignition has changed our future processes

Comments: We've found the Ignition product to be of benefit in that our processes are automated and standardized throughout the organization, which has improved our efficiency and assisted in minimizing staff required for this task.

Pros:

Ignition provides a seamlessly automated platform for billing and proposal generation

Cons:

The initial setup of templates, in our case, was quite specific and involved significant time at the management level

Watch Your Chargebacks

Comments: It's going to be easier and to be more in control of my clients since it doesn't matter there's no recourse once Practice Ignition chooses to believe the other person instead of the people paying for the service. I can do the same thing and work directly with any challenges instead of just sucking it up and losing thousands more.

Pros:

After getting used to it, it didn't seem bad at first but then the charge backs hit without any formal notice nor warning.

Cons:

A former client said they didn't receive the services, Practice Ignition asked me to defend the potential charge back but then it was a waste of my time to do anything because they took back the entire amount, on top of already having charged me for the merchant fees.

Ignition Makes Proposal Management Efficient

Pros:

I like the efficiency of the features of this proposal management software. Ignition is so accurate.

Cons:

I see no difficulties when using Ignition. Ignition is so amazing.

Ignition Is a Great Proposal Management Tool

Pros:

I like the efficiency of this proposal management solution. Ignition has been easy to use and reliable.

Cons:

I do not have dislikes for Ignition. Ignition is amazing.

Saves time and provides transparency to clients

Pros:

This tool has made it easier and more efficient to communicate the terms of our engagements to clients, while ensuring that we have a clear record of the client reviewing and signing off on these terms.

Cons:

With so many subscription costs these days, we had to weigh whether the benefits outweigh the annual cost of the product.

Easy to use, Comprehensive Solution with great support

Comments: Very positive, very robust and valuable tool for our company.

Pros:

Easiest to use and Intuitive, also makes it easy for clients to read, approve and pay quickly. Also, support from our Rep is outstanding.

Cons:

Can't think of anything. Software is easy to access, set up and use daily with no issues.

Great Software Tool for Onboarding Clients

Comments: Ignition has made proposal process easy and fee collections as well. Allowing for budgeting and cashflow consistency.

Pros:

The ease of having it all in one place and the ease of onboarding new clients and newing existing.

Cons:

Expensive compared to my other digial software licenses.

Ignition Use Review

Pros:

Ability to setup up to 3 proposals and clients chooses the one they want.

Cons:

Nothing at this stage. It is an extremely versatile software/app to use.

Ignition started

Comments: Very good, nice programme. Assistance is always available and widely used.

Pros:

User simplicity and page outlook. Refreshing colours and wide access range.

Cons:

Slow loading pages and too far range of info.

PI for App Advisory Services

Comments: The team at PI are really helpful, from our initial conversations with them, to onboarding and set up, right through to our firm-wide roll out. They are quick to response to emails and jump on Zoom calls as and when needed. The software itself is easy to use and the UI is intuitive. Its been a learning curve for us around setting up our service library but the team have been on hand to give direction throughout. We're now starting to look at the added extras like webconnectors, videos and expending our service library to include traditional compliance services too.

Pros:

This software has helped streamline our service offerings for app advisory service, helped our outline exactly what is involved or included in the scope, and more importantly what isn't. We've had great feedback from our customers when receiving proposals, and we can now create and send proposal in minutes whereas it used to take an hour or more to draft emails explaining it all. The speed of response from clients is amazing, and the turnaround from offering a service to acceptance and deployment of a job is a game changer for us.

Cons:

There has been some internal resistance to using the software as accountants like to rely on the old methods of sending out paper forms to get signed off. However, it the app advisory space, we were able to use this to our advantage and get some real traction with the product before starting to roll it out across the more traditional areas of the business.

This software changed my life

Comments: Amazing - support team are great, I was set up and they even did some graphic design on our brochure.. ten minutes in I felt supported and knew it was the right decision!

Pros:

The ability to look and feel like a big professional outfit even when you are a small firm. Our proposals look just as good as any prepared by the mid tier. The automatic billing and collections plus engagement letters and proposals literally save me hours on hours of work!!

Cons:

The last piece for me is the direct debits in NZ - other than that it's perfect!!

Best proposal software for technology-driven accountants

Pros:

It is very user-friendly and works amazingly within the Xero ecosystem. Our entire team uses it daily and pairing it with Loom videos it really brings a WOW-factor to our clients. Our Onboarding close rate definitely increased significantly!

Cons:

It’s not a full fletched CRM like Insightly or Hubspot of course but can’t complain for the subscription price. More reporting around leads tracking and product type sale % will be awesome to have.

Software update

Comments: Good - but I will keep reviewing as the project continues. We have not yet integrated any other products.

Pros:

It links to Xero, XPM and to FYI. We are currently moving to the cloud for most software and a key criterion was to have as much automation of the back office as possible.

Cons:

Not all templates are visible. This means that it is not always possible to reword a message that a particular client would find too informal.

Ignition works wonderfully

Comments: Excellent tool for overall contract management, with a great client experience.

Pros:

Ease of use for the clients, and able to control some of the payment options. Clients managing their own CC expirations etc is also nice. Also, the recurring billing I don't have to execute each month - the system just does it.

Cons:

Initial template setup can feel daunting, but using their help and customer service can speed past that process.

Ignition is a must for client contract management

Pros:

The platform is very user friendly. I love the ability to set up engagement periods of direct debit. This improves my company cash flow substantially.

Cons:

Ignition is on the expensive side. I wish it could be more affordable.

Proposal & Collection Made Easy

Comments: I am automating all of my billing for maintenance work for existing clients. I am also setting up new clients with proposals for advisory and maintenance. They know how much to expect each month. I no longer need to chase payments.

Pros:

I love the built in proposals for Practice Forward and general use. I was very easy to set my clients up on automatic billing. No more collections or A/R for me!

Cons:

I liked everything! The training is great!

Time saver

Pros:

Ignition makes my collection of fees much easier. It also allows me to send each client a proposal and keep track of there response.

Cons:

The cost is a little too high. I wish it was an app on my desk top

Ignition great for electronic signatures, not great on reporting

Pros:

Ignition is a great all in one platform if you're not relying on them for reporting. Their electronic signature abilities let you stay inside of the proposal which helps with client retention. The flexibility of crafting proposals is very good too.

Cons:

The only and largest downside for me is reporting and it's made me consider other options.

Practice Ignition is makes service proposals with complex billing arrangements simple and easy.

Pros:

The three main things I like the most about Practice Ignition are: 1. It's ability to handle complex billing arrangements in a proposal. It is the only platform I have come across that can easily manage up front fees, with recurring billing for a fixed period, and display this easily on a proposal. 2. I love the fact that you can set the proposal to require a credit card or bank details before it is accepted. Practice Ignition then collects the funds for you. One of the most difficult parts of running a service business is getting paid, but with Practice Ignition it takes that all away because the upfront fee is billed on acceptance, then the recurring billable amount is billed as set out in the proposal. It couldn't be easier. 3. The integration Practice Ignition has with Xero and WorkflowMax (XPM) is incredible. Once a proposal is accepted, it creates the job in WorkflowMax based on the job templates you have setup in WorkflowMax, and creates the invoices in Xero. It literally takes all the administration out of running a professional services company.

Cons:

There are a few features I would like to see Practice Ignition develop, but after speaking with them they are going to push it right up the priority list as they agree. These features are: 1. The ability to create a recurring rate on recurring jobs 2. The ability to set a due date on a job - at the moment this is picked up from the contract end date. My understanding is this will be sorted soon, so by the time you read this it may be sorted!

Made a massive difference to our firm

Comments: Has been great overall but would like more emphasis on those areas we have been highlighting for some time and for which the remainder of the professional also wants

Pros:

It was extremely easy to initially implement the support has been second to none making the proposal process so much more professional and streamlined.

Cons:

It is difficult for anybody other than the business owner to price as the pricing module is not fit for purpose when it comes to scaling.

Fantastic proposal software which streamlines our business development and sales funnel.

Comments: I love this software. We no longer have to deal with sending quotes out, then waiting for a 'yes' then send out an engagement letter and wait for that to be signed and returned (which would mean the customer printing then scanning back to us) all before we start work and then start billing. Now we can send one form online that converts to an engagement letter once signed (electronically) and we're away. It can also be updated an changed around so easily with a full audit trail behind it.

Pros:

The software enriches the perception of our brand and instils a modern and progressive view of our business in the minds of our prospects. Allows us to avoid 'scope-creep' by ensuring that we do not provide more than what we have agreed to without earning more for doing so.

Cons:

The reporting function of this software could be improved. High-level analytics are good but drilling down into some metrics would save time with spreadsheets.

Absolutely love PI

Comments: Practice Ignition has been a game changer for us from the moment I pulled the trigger on it. It revolutionized our process for creating proposals, is an enormous time saver and it creates a process that is standardized and consistently the awesome experience we want our clients to have. We close more engagements and at better fees than ever before. I can't say enough about how it changed my firm and put us on the path to the firm I really want. It was the start of all the progressive ideas we have put into place because it gave me the space and the revenues to recreate my firm. The team at PI can't be beat. I am seriously crushing on all of them.😍🎉👏👍

Pros:

It automates the preparation of proposals, it makes them look professional, it allows us to be paid sooner, the team at practice ignition is absolutely incredible.

Cons:

Billing clients on an alternative schedule then monthly or quarterly was difficult but they have fixed that problem.

PI has helped us automate our onboarding & billing

Pros:

We were struggling to keep track of all our proposals, engagement letters, and billing schedules in a Google Sheet prior to using Practice Ignition. After we started using P.I., we saved immense amounts of time by completely automating the engagement letters & billing. It's also incredibly easy to go search and see what we are doing for each client in P.I. now...

Cons:

My biggest suggestion right now for P.I.: Allow me to create my 3 package proposal in a nice one page proposal that I would email to my clients. Once they select one of the proposals, they would just click through to the Engagement Letter and then on to the Payments... This would save the other 2 unaccepted proposals as archived historical packages so that I could go back and review what I had proposed to my client.

Practice Ignition - a life saver!

Comments: First class from the very beginning. Could not be more helpful and regularly touch base to make sure all okay and using the software to its full capacity.

Pros:

Easy to use software with little tuition required. Set up and off and running sending proposals in no time. Lots of support assistance available with fast response times to queries. It has been a game changer in our company, saving so much time with client proposals and improving our internal efficiencies.

Cons:

Would like to be able to add more notes to a client proposal after it is signed. eg. reminders or comments about the proposal or the client.