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The Practice Ignition service library allows teams to consolidate service offerings and pricing in one place. Create and send proposals during the client meeting and close the deal faster.Stop chasing clients for payments and bill via credit card or debit on proposals.
Category
Proposal Management Software
Features
• Client Management: Client information, communication, contracts, proposals, payments — all in one place • Tag, filter, search and sort & stay organized • Forecast success and make better business decisions with the BI dashboard • Multiple engagement letters: Prepare engagement letter templates for every situation • Failed payment notifications • New client notification: Know every time a new client signs on
• Client Management: Client information, communication, contracts, proposals, payments — all in one place • Tag, filter, search and sort & stay organized • Forecast success and make better business decisions with the BI dashboard • Multiple engagement letters: Prepare engagement letter templates for every situation • Failed payment notifications
What are the benefits?
• Cloud-based for easy access: Go paperless and move billing online • Take payments anywhere: Reduce the friction to get paid • Easy adjustments on the fly: Make edits, change the pricing and have it back to the client in minutes • Track openings to follow up: Always be aware of the best time to get back in touch for an easy-going engagement
PAT Rating™
Editor Rating
Aggregated User Rating
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Ease of use
7.6
8.9
Features & Functionality
7.6
8.5
Advanced Features
7.6
8.8
Integration
7.6
8.9
Performance
7.6
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Customer Support
7.6
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Implementation
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Bottom Line
Practice Ignition is everything users need to create winning proposals, get paid and manage the growing client base.
7.6
Editor Rating
8.8
Aggregated User Rating
1 rating
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The Practice Ignition service library allows teams to consolidate service offerings and pricing in one place. Create and send proposals during the client meeting and close the deal faster.Stop chasing clients for payments and bill via credit card or debit on proposals. Charge for recurring services, upfront and on acceptance, 50/50, on completion or just prepare a quote.
Practice Ignition has helped businesses reduce their debtor days to zero and vastly improve cash flow.Measure the performance of the sales team with the pipeline overview. Track how many new proposals have been sent, how many have been accepted and how much new revenue was added. Moving to the cloud with Practice Ignition means that the business information is available from anywhere, for everybody on your team.
See unbilled project revenue with a glance. Monitor, review and follow up clients that should be invoiced. Get the peace of mind and save time by automating engagement letters. Prepare engagement letter templates for every situation. Adding the right engagement letter to a proposal takes only a few clicks.
Practice Ignition will create jobs in Workflow Max and Xero Practice Manager based on acceptance of an engagement letter. Reconcile invoices automatically with Xero and QuickBooks Online.
Practice Ignition was originally built for the accounting industry but works for client-focused businesses with recurring revenue. Some examples are accounting firms, bookkeeping practices, corporate cleaners, consultants, gyms, marketing agencies, waste management and more.
Practice Ignition currently supports Xero, Quickbooks Online, Xero HQ and Xero Practice Manager.
By clicking Sign In with Social Media, you agree to let PAT RESEARCH store, use and/or disclose your Social Media profile and email address in accordance with the PAT RESEARCH Privacy Policy and agree to the Terms of Use.