I love that I am able to quickly and easily send a very professional proposal and engagement letter to potential clients straight after meeting with them. I also love that I can give clients options to choose from so I can upsell my services. And setting up the automated payments from the very beginning means I don't have to waste time chasing payment. Review collected by and hosted on G2.com.

It is quite costly, but the benefits and time savings are worth it. Review collected by and hosted on G2.com.

Once you get the services set up, it's so easy to send proposals and they're uniform. It took a lot of time for me to get these set up, but once I got them done it's click and drag and the proposals are very professional. My clients have given me great feedback. Review collected by and hosted on G2.com.

There are a couple of things / product fixes I have recommended.

One, have the ability to get rid of the Space Ranger demo client so that the test proposals you make don't affect your pipeline.

Two, have versions of the proposals available to view when there are updates. When you revoke a proposal the history of what you originally sent is gone. Review collected by and hosted on G2.com.

The proposal renewal process is SO easy and fast - we used to spend days prior to Ignition and now it's only a few hours. Review collected by and hosted on G2.com.

Sometimes the interface isn't intuitive or user-friendly but the support team is always helpful. Review collected by and hosted on G2.com.

Blue Dove Consulting Group is a client-centric firm; as such we need client-friendly tech that is easy to use and understand. Ignition is definitely one of those softwares and Evan, my account manager, is amazing!

We use the proposal to offer multiple options to clients, we do 3 tiers that give the client the option that they think is best for their business. The proposal automatically creates an invoice and can automatically take payments, if you choose automatic and is based on the payment information the client entered directly. We require payment details to be entered into Ignition before the client can accept the proposal and we never have to touch or access those payment details.

You can add brochures, email templates for certain types of proposals (Tax vs CAS), next steps messaging to let them know about a portal email, etc. I even had a Zapier integration that Evan helped me set up, that automatically adds a new client to our portal when a proposal is accepted. Review collected by and hosted on G2.com.

I wouldn't say dislike, but additional features I would love to see:

A reminder feature, if a client's payment fails there is no reminder that there is a past-due invoice

1 proposal for an owner of two small businesses, but that can be invoiced based on a percentage to each business and still have all of the information remain under the one owner

An option for the client to reject the proposal so the 3 reminders that a proposal is waiting for signature will stop sending Review collected by and hosted on G2.com.

The ability to invoice clients on a weekly, monthly or quarterly basis, based on their individual needs. Once the proposal is set up payments are generated automatically and invoices generated and sent to clients. The integration with XPM then creates jobs for completion that are then allocated to the relevant staff member. This saves our business at lot of time in generating invoices and collecting payment as this happens automatically in the background. Our debtors have reduced and with workflow jobs being created work for clients can be prioritised. Review collected by and hosted on G2.com.

Cannot do a partial refund. Can only refund the full amount. This makes refunding clients more time consuming as a bank transfer then needs to be completed outside of Ignition. Having this functionality would make it better. Review collected by and hosted on G2.com.

The ability to create consistent and professional-looking proposals in minutes, that are then sent to clients for review and signature.

Signed proposals then link with Karbon to generate specific tasks and workflows for our different teams, whilst also links to Xero to create our invoices.

It's a super easy system to use, can be used out of the box with standard services, or (as we've done) be developed with your own bespoke services.

If you run into any difficulties the customer support is also very, very good.

I use Ignition multiple times every day. I can't imagine running our business without it. Review collected by and hosted on G2.com.

Nothing. I can't imagine running our practice without Ignition. Review collected by and hosted on G2.com.

Ignition is easy you has made proposals and billing a breeze. Review collected by and hosted on G2.com.

Takes a bit of time to set up and get used to. Review collected by and hosted on G2.com.

Ignition has helped to streamline our business operations, providing a seamless solution for quoting, proposals, contracts, and payments. The intuitive interface makes quote creation quick. Customizable proposals and easy e-signing have really streamlined our client interactions. The integrated payment processing ensures swift transactions.

Ignition has become an invaluable tool, saving us time and resources while elevating our professionalism in client engagements. Highly recommended for any service based businesses seeking efficiency in processes. Review collected by and hosted on G2.com.

Although this software has positively changed my business, the high price point for an upgraded account is hard for me to afford at this point. But the pricing is worth it as the system is wonderful for business. Review collected by and hosted on G2.com.

Ignition has helped improve our client experience. It creates a streamline experience of proposed services, pricing, contract and payment processing. Anytime I have questions about the product, the support guides are helpful but they have quick responsive chat that answers my questions. Review collected by and hosted on G2.com.

There is a bit of a learning curve. Things are not as intuitive as I'd like. Some things feel more clunky on the back-end. It's hard paying money for the platform (since it had previously been free through my accounting software), but the amount of time it's saving me each month is worth it. Review collected by and hosted on G2.com.

It's so easy to use, the templates are helpful and I love the upfront collection of payment details. No more debtors! We use it daily to engage new clients, as we are a new accounting firm building our client base. I love it how it integrates with Xero and XPM for billing and job flow. Review collected by and hosted on G2.com.

There is no real downside - if anything at all, it would be the price, but you save this on not having to waste time chasing clients to sign engagement letters and pay invoices. Review collected by and hosted on G2.com.