Ignition makes it simple to engage clients, get paid and run your business on autopilot. From impressive online proposals to automated
The professionalism of final product. Ability to integrate testimonial videos.
It can be a bit tricky to navigate between invoices.
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Practice Ignition is makes service proposals with complex billing arrangements simple and easy.
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.
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!
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.
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.
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.
Everything you need except that one FATAL FLAW
Comments: I have tested 100's or Accounting Practise Management Quoting & Re-Occurring Billing systems in my many years as a QuickBooks ProAdvisor and found that of all of them, right now (August 2021), Practise Ignition has the most features you need as an Accountant to run a fully remote and automated firm. HOWEVER, that said, even with all these amazing features that are all in this one software (many are in others, but this one has the most), there is still one FATAL FLAW that (to date) they have not resolved. I do hope they resolve this soon because it is truly disappointing to not have this very basic feature in such a powerful system that has so many other incredible features to offer. No Refunds. That's gotta get fixed if this software is to be used in the Accounting Industry. There are workarounds for this, so for many people and companies, this may not be a deal-breaker for them. It's just that, this is not a cheap software so if you don't have the ability to REFUND your clients instantly when needed, that can really hurt client relationships. I hope that the Refund feature is resolved soon. Then this will be the best proposal and re-occurring payment processing system out there for our industry.
The best features include: -Ability to have your lead enter their own Credit Card or Bank Account information so it stays secure when they go to accept the proposal -Re-Occurring Monthly Payments with the ability to set a custom reoccurring date -Ability to add an On Acceptance and On Completion payment as custom dates along WITH a Monthly Re-occuring payment on one proposal -Full Integration with QuickBooks Online (creates customer, invoice, and payment transactions related to all accepted proposal sales so bookkeeping is done automatically for you each time) -When a clients credit card fails, Practise Ignition will email your client to notify them of the credit card failure and your client is given the opportunity and ability to update their payment information on file themselves, putting this risk back on the client and saving you and your practice from having to do any manual entry or additional accounting gymnastics -Ability to add videos to your Proposal and previously created brochures to add beauty & interactive content to your proposals. -Multiple Templates for Services, Proposals, Engagement Agreements etc. -Integration with Karbon for task creation based on items in the proposal
FATAL FLAW: NO REFUNDS & MONEY TAKES TOO LONG TO HIT BANK ACCOUNT (4 to 6 days) You can not give your client a Refund in Practise Ignition. That's right, NO REFUNDS. SO if you charge your client the wrong amount by mistake, or need to un-do an amount after they have canceled service, you can't push a button anywhere in this software to give your client a refund. You have to contact PI and ASK them if they will CONSIDER giving a refund to your client IF it is LESS than $2,000. If they approve, then they will process the refund about a week later. This is too slow, in my option. The workaround? They tell you that you should send a check, or use your bank or an outside system to send your client the refund. Which is MORE accounting work (the exact accounting work buying this software was supposed to solve), and since your client entered their own payment info, you don't have it to instantly give them $ back, so now there's more back and forth Correspondance and time-consuming effort needed that only takes seconds in all other comparable software out there. If the workaround is to use a different payment processor solution then one has to ask, "Why am I even using this one?". Now, if you have never given a refund in your life and you think it's so rare that this will happen that dealing with another merchant processor is worth for these one-off occasions, then by all means choose this software because it excels in more places than the competition. Just be warned.
Reasons for Switching to Ignition: It has more features in one software than any other comparable products at this time.
We would be lost without Ignition
Comments: Super easy to use, the team are so friendly and supportive, clients find it very professional
We've been using Ignition since 2013 and find it very easy to use. Clients also like the experience, and find it very professional. It's very customisable, allows us to send quotes and proposals very quickly.
Would love pricing to be built into the software. We currently build fee quotes in a google sheet.
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!
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!!
The last piece for me is the direct debits in NZ - other than that it's perfect!!
Alternatives Considered: PandaDoc
Reasons for Choosing Ignition: Ease of use and better features!
Reasons for Switching to Ignition: Ease of use, support and the awesome look out of the box. Also the close connection to Xero Practice Manager
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!
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!
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
Alternatives Considered: FieldPulse
Reasons for Choosing Ignition: Nusii doesn't collect payments
Switched From: Nusii
Reasons for Switching to Ignition: Practice Ignition seemed like they were working on more things that we needed and the customer support was much better when going through the free trial!
Best proposal software for technology-driven accountants
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!
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.
Alternatives Considered: Insightly
Reasons for Switching to Ignition: Good pricing and works well with Xero products. Plus a big fan of [SENSITIVE CONTENT HIDDEN] vision since I was a graduate accountant!
Comments: Truly fantastic customer support and onboarding support. they have gone way over above and beyond to get us up and running
Deals with onboarding compliance like letter of engagement and taking payment option
no complex billing scheduling (coming soon)
Alternatives Considered: Microsoft Excel
Reasons for Switching to Ignition: Ability to standardise services in proposals, roll over proposals next year, Support, ongoing product development
Comments: We choose to work with apps who are listening to us and not just telling us what we can have. The team at Ignition keep the improvements and training coming to keep us engaged. Its always exciting to see what they are working on to streamline our engagements even more.
You only get one chance to make a first impression. Present your client with a professional branded brochure and proposal from Day 1.
Options are only available for larger practices.
Practice Ignition - Review
Comments: Great product for Accountants and Bookkeepers looking to move to a package / upfront billing model. Particularly good for our firm, as it integrates into our client database, and deploys our job flow once a proposal has been accepted. It also has website connector, so we can sell our services on our website, and initiate the on boarding process from there. Provides analytics and internal notes which is also really helpful. Additional reporting would be nice.
All in one solution. Client engagement documents, jobflow deployment, billing.
Can take a while to get your head around.
I absolutely love Practice Ignition
Comments: Practice Ignition has made engaging with our clients a seamless process. We deal with a large volume of clients and with how easy and efficient the systems are, we are able to quickly send proposals, collect payment with virtually no administrative burden, and have great reporting around every step of the process. I can not recommend this product enough, it is truly one of my favorite programs that we work with inside of our firm and the the support team is just as great to work with! Thank you so much!!
- Fast - Intuitive - Option to collect payment in order to sign - Low amount of admin needed - Amazing support team, fast turn around - Scalable - Open to feedback, they actually listen!!
I legitimately do not have a single con that I would give. the only thing even close would be there is not currently a way to display a discount for a service item directly from the standard cost of the service. This is something that I have left feedback on and is already slated to be adjusted in a future update. to my previous point, they actually listen to feedback which is amazing.
PI has been a game changer for our business in a period of growth
We were spending a lot of time on engagements, especially as a growing practice. We also were making mistakes (as using word) and PI has proved invaluable. We started using it in 2017 and would highly recommend to businesses who need to engage clients / send terms of business etc.
We link with XPM and Xero, and I think we need to iron out a few issues (mostly XPM related!), but could not be without it. What used to take a few hours and not look great, now takes 5 minutes and creates a great first impression. We attach our brochure and kick of the process of engagement / job set up / invoicing etc.
Also better control over changes in terms etc - just one place to keep up to date.
A one stop shop for a great looking engagement letter that links to our job management system, creating the jobs and importing the client info.
I look forward to more features being added with the integration with XPM, so recurring dates can be more flexible, budgets imported against jobs. But I am confident this is advancing all the time which is great.
We Love PI!
We love Practice Ignition it has been the platform we have built our business growth on for the past 4 years since implementation. We have grown 10% per year since then; and the fact that everything is streamlined from proposal to billing to collections to accounting in our QB company file has been a game changer. We are spending far less time doing administrative tasks and our accounts receivable has gone from over $80K per month to less than $20K at any given time. I would highly recommend this app to any practice that is looking to grow and sreamline!
Five Stars! We love PI!
The ease of use and the interface to the client. Getting paid right away for our services and integrating into our firm's QBO so that we can easily track our clients' billing. The training and support offered are very valuable.
We would like to be able to issue refunds to our customers using PI but thus far we are not able to. Also we would like to build in a surcharge for credit card payments but that is not an option.
Comments: First class experience with the whole PI team and the PI software. As mentioned above, it is a game changer for us.
We have been using Practice Ignition for over three years now. its a no-brainer and a game changer. Having my AR 100% automated has saved us a lot of time performing AR/Collection tasks. It also greatly helps with our cash flow as it auto charges each client each month at the begging of the billing period as opposed to the end. PI is easy to use and does it all.
It does take 5-7 business days to receive the deposit, but I believe this is beyond the control of PI.
Practice Ignition is a Game Changer
Comments: This product has a lot of functionality but the engagement letter process gets an A+. It provides a very professional and polished presentation for our clients. It is also easy to use and implement.
Practice Ignition delivers a professional, eye catching engagement letter quickly and efficiently. The support team goes out of their way to ensure a successful implementation and the product is easy to use.
One drawback is that the support team is located in Australia which poses some timing challenges.
Alternatives Considered: AssureSign
Reasons for Choosing Ignition: The efficient batch delivery process and the professional presentation of an engagement letter was superior to the product we previously used.
Reasons for Switching to Ignition: We selected this product because it efficiently and effectively batch delivered engagement letters.
The best tool for ready-made proposal templates.
Comments: For me, Practice Ignition is really good software and has helped me a lot in uplifting my business and it has proved as a game-changer for me with its extraordinary features. By using its readymade proposal templates I have managed to save a lot of time thus giving it to my clients and I have seen a customer engagement prompt and simple too with practice ignition. Also by its automatic payment, we don’t have to bother our customers every month.
I have seen it as a really good and helpful software that has eased my work as it has combined different objectives and tasks and provided them to me on a single platform thus making work more efficient and less time taking. I must admire its ability of Direct debit collection and invoices in soft. It has transformed the power of a single click as I can now send a large engagement with just a single click. It is structured and well organized and with it, I am not able to keep track of proposals which has helped me in modifying my relation with my clients thus resulting in client satisfaction.
The switching option between different templates is also missing in it and also a single proposal sent with a single option bothers me as I think there should be an option of multiple options in single.
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.😍🎉👏👍
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.
Billing clients on an alternative schedule then monthly or quarterly was difficult but they have fixed that problem.
From proposal to client to invoice to paid!
Comments: Excellent so far, would definitely recommend it to others
Love the professional look and feel of the software which gives a great first impression to a new client of what it will be like working with us. Makes managing credit control easy with the integrated payment feature meaning that new clients sign up for Direct Debit as they sign up as a client.
Really like the new proposal editor but would be great if you could 'convert' a classic proposal to the new style.
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.
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.
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.
Comments: Overall, our experience with Ignition has been extremely positive and well received. It has streamlined our internal workflow, onboarding and engagement processes to facilitate better delivery of value services to our clients.
Client engagement process together with workflow integration with our practice management system is seamless and efficient. The client user experience has been positive and the automatic fee collection is a convenient and welcomed feature.
Reporting functions are very basic. Limited capacity to easily and readily identify which proposals require manual invoicing - "On Completion".
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
It was extremely easy to initially implement the support has been second to none making the proposal process so much more professional and streamlined.
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.
Practice Ignition Review
Comments: It’s been pleasant. This product came highly recommended by other accountants, so we gave it a shot. Again, from the client side, it’s nice to have them sign one agreement for multiple contracts. The dashboard is great, and the automated reminders really save our staff time following up on contracts that go out. If they could provide more than 1 template option, we’d have scored higher.
We moved to Practice Ignition after using a few other contract management platforms, because we felt it offered a better experience for our clients. It does in offering one signature for multiple contract types (tax, consulting services, implementation services, etc). It is superior to other platforms from that standpoint. We also felt the co-branding was better. Also, greatly appreciate the automated reminders.
By far & the reason I did not score higher, was the fact that we are limited to one template when sending contracts. We send new engagement agreements and renewal letters via Practice Ignition, but the template that accompanies each agreement can not be customized. The email template we send to new clients needs to be different than the email template sent to renewal clients, but I have been told it can’t be changed. This does not allow for a productive workflow.
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.
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.
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.
I love that: 1. You can attach a business profile with your proposal 2. Show a breakdown of your services and give a brief description of each. This really adds value 3. Set up reminders for clients to accept proposal 4. Send invoices directly to Xero once a proposal is accepted 5. With the help of Zapier, send work flows to Asana
The challenge is that the invoices sent to Xero are sent without their tracking categories. One has to manually update these invoices for tracking categories. A feature that send these invoices with tracking categories would be great.
Great website for creating client engagements
Comments: Practice ignition save us heaps of time and this means we get to spend more time on value add work rather than chasing bills.
Practice Ignition has helped get a lot of our clients onto fixed fee payment plans this means we don't have to chase bills and its all easy to manage in one place.
It can be a bit confusing to get set up. I highly recommend using their tutorial videos to get an idea of what the software is capable of.