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.
Congrats again on choosing Ignition! π We're excited to help you streamline your client onboarding, automate your payment collection
and eliminate accounts receivable.
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:
The best place to get started setting up your account is the Discover Page. You can also watch these videos to learn best practices.
Learn our recommended settings when you are setting up your Ignition account for the first time.
Our recommended best practices for your general ledger (Xero or QBO) when you connect to Ignition.
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.
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.
If you need any more help, setting up your account please get in touch with our team.
Check out this article collection that covers all you need to know to set up a proposal. Or you can follow the below video series.
An introduction to creating a proposal in the New Proposal Editor. Start here to prepare and follow along with the video series.
Choose a client, select the start date and select the minimum contract period for your proposal.
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.
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
Control the proposal presentation, preview the proposal as your client would see it and even add a personalised video before you send it out.
Find the answers you're looking for at our support desk