Practice Ignition Reviews

It is non-confrontational, really easy for both the prospect and us the service provider to keep things moving

Login isn't brilliant but totally works ok

It has cut out a few of the steps we previously had to complete in our engagement process and also gives us a really good snap shot of our cashflow

Ignition is very user friendly, saves me so much time an streamlines my service proposals and engsgement contracts so well. Their support team from the moment I started using to current have been fantastic and super helpful.

I'd like to be able to see my ongoing monthly billing and annual renewals easier

Streamlining and optimising processes

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.

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.

I was using Word to send proposals which was a giant pain and took me a week or two to get them out of my e-mail and to the potential client. Using Ignition makes it easy to get a proposal right out. This increases my client base and my billing.

Two areas are most helpful. First, the structure used to write the proposals/contratcs are set by you to be used as you'd like. Secondly, linking the acceptance of the proposal to a payment method gives you a smooth cash flow.

Ignition's customer support is awesome. Our client support person is fabulous and patient and clearly explains each step needed to enhance out proposals.

We are a Quickbooks Online Firm and the proposals and payments flow right into QBO.

The only problem is set up is time intensive as you would expect with new system.

No Accounts Recevable! We are paid monthly automatically.

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.

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.

Overall streamlining the quoting, proposal, contract, and payment process.

Ignition is like adding staff to handle proposals and billing. Simple, thorough proposals everytime. It has been a time saver for our firm. The proposal examples gave me ideas to increase revenues substantially. I also like the fact it is not charged per transaction, at first that sounds good but eventually grows to be a problem.

There's a lot of tax related proposals that I don't use. Not a big deal. I just ignore them.

We use to have a long drawn out process of producing a proposal, Ignition has greatly simplified this process. Keeping them all in one place is a game changer also. The reminder to sign a proposal is amazing. Last but not least is the invoicing and payment collection is outstanding!

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.

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

Time management, efficiency, and $0 in AR

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.

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.

Having clients made aware of the costs up front eliminates the many conversations about fees each year we see them. Staff are saving time as invoices do not need to be generated by the accountant nor payment collected via merchant facilities or having to wait for a bank transfer to clear. Funds are reaching our account sooner, less debtors, increased profitability as support staff can create proposals and professional staff do the work, not admin work as well.

Their customer service is great. Easy to use once you iron out some of the confusion. I use this daily and love it. It integrates seamlessly with my Xero file.

A little complicated to learn, but you finally do.

Clients are no longer taking weeks to pay, its within a week now. I can send contracts to clients easily as well as setting up direct debit. Invoicing done seamlessly.

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.

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.

Starting a new accounting firm, we have a large number of clients that need to be engaged correctly - Ignition takes care of this. The different payment options we can offer clients is great, which means we have no debtors.