Practice Ignition proposal & client management software for s

Practice Ignition

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Simple proposal drafting
Streamlined workflow
Centralized client information

Move from proposal to closing the deal in one simple place

Send powerful online proposals and manage ongoing financial engagements with Practice Ignition. Seamlessly integrating with practice management software, your client workflow is streamlined. Draft a proposal by choosing a template or building from scratch, adding client details, options, services, and price with fees all before hitting send.

Once it's received and accepted, it can be signed on the go. Practice Ignition deploys the jobs and tasks based on the services in your proposal while drafting invoices that allow automatic payment upon completion of the jobs. It's the workflow automation and client relationship tool you've been waiting for.

Pre-built proposal templates
Consolidated service offerings
Varied proposal options
Digital signatures & payment
Built-in contracts
Engagement letters
Comprehensive business dashboard
Workflow task management

Practice Ignition features and benefits

Use Practice Ignition to draft a proposal that you can launch as early as your first meeting. With personalized branding and flexible billing, your potential clients will be impressed and ready to sign right away.

Proposals in minutes

Practice Ignition service library allows your team to consolidate service offerings and pricing in one place, while pre-built and custom proposal templates are designed to give you a head start and competitive edge.
More choices, more options

Streamline your sales and upsell services by allowing your clients to choose from up to three proposal options. Select preferred the pricing option, enter payment details, and digitally sign - all in one place.
Compliance & engagement

Automatically generate contracts and engagement letters to accompany your proposals. With the Practice Ignition contract generation system, you're always providing an elite level of service.
Business insights

Monitor outstanding proposals, receive new client notifications, and track business openings to track activity and increase your sales.

Practice Ignition frequently asked questions

Less fancy than a contract but just as legally binding. Engagement letters define the business contract between a professional firm and its clients. It outlines the fee structure, responsibilities and obligations of the firm and the client.
Engagement letters reduce liability and clearly outline the roles and responsibilities of both your business and its customers. Practice Ignition helps you build smart, simple engagement letters.
Client onboarding is the process of welcoming new clients and Practice Ignition offers the most comprehensive onboarding service in the industry!
Onboarding is your opportunity to start with a strong relationship and outline your strategies going forward. Practice Ignition guarantees that your onboarding process is always a success
Once you send your proposal over, offering numerous options and flexibility for your client, they can accept and sign immediately! Onboarding has never been easier.