#1 most frequent
Australia
49.4%88 installations of 178
What is Ignition?
Ignition is a platform for professional services that automates and optimizes proposals, client agreements, billing and payment collection to put an end to late payments, unbilled work and mundane repetitive admin.
Categories & Use Cases
Media
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Top Performing Features
Sales proposal workflow
Proposals fit conveniently into the sales workflow on both ends (coordinating content to create proposals, and moving from proposals to contracts/revenue); proposal automation improves sales efficiency.
Category average: 7.8
Proposal distribution
Options for providing proposals to clients are robust and convenient. May include hard copies, electronic files (PDF, Word, RTF, HTML), or online proposals via links to custom URLs.
Category average: 8.9
Proposal content library updates
Users can update saved proposal language and standard proposal content.
Category average: 8.1
Areas for Improvement
User permissions/proposal editing controls
Users can set appropriate, granular controls over who can view vs. edit elements of proposals.
Category average: 6.3
Proposal automation user interface
User interface for setting up proposal automation is user friendly and easy to navigate.
Category average: 7.7
Interactive proposals
Proposals are actionable; clients can select between options, choose from multiple agreements, upsell themselves by selecting add-ons, and/or sign agreements electronically.
Category average: 7.1
Who Buys & Uses Ignition
#2 most frequent
United States of America
25.8%46 installations of 178
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
12.4%22 installations of 178
Amazing Proposals
Pros
- Automatic Payments: You set up a proposal to collect payments once and you don't have to worry about bugging the client for payment every month.
- Amazing support: I have always received answers from the support team within the same day. They are very patient and understanding.
- Integrates with Xero: It integrates with our accounting software, making reporting faster.
Cons
- I would love to see it really support other industries better, like Marketing. There are workarounds for invoicing and set up, but it could be easier.
- I would love the option to be able to send the client a single proposal with different options and allow them to select which one they want to move forward with. Right now we have to send a proposal for each option.
- I would love for there to be user permissions where certain users can log in to see the proposals they are associated with without seeing everything.
Return on Investment
- It has made our workflow 100% faster. We can send out a proposal within hours of receiving the lead. This is all because of the saved service libraries.
- We don't really have to worry about collections from clients. We can set proposals for auto payment and require payment on signature.
Alternatives Considered
PandaDoc and Proposify
Other Software Used
Avaza, HubSpot, Xero, Slack
By far the Best Engagement Letter & Billing App
Pros
- Proposal process. PI makes it easy to create and send proposals to new and existing clients, collect their payment info, and get signature on the engagement letter.
- Easily identify engagements that will be expiring, so we can begin to assemble a renewal.
- Communication to and from the client during the proposal process, which keeps everything associated with the proposal together in one place.
Cons
- The charge back process is messy and not transparent enough. When there is a charge back, PI deducts the amount from other payments settling on the same day, and does not provide a break down of the amounts. This makes it impossible to track without getting help from support.
- PI should send email alerts monthly (or at some interval determined by user) for expiring engagements.
- PI should allow the client to make service selections -- we should be able to offer 2 or 3 options under a service offering, and the client chooses and sees the impact on monthly/annual pricing.
- PI should allow for more than 2 templates (Business and Individual).
- PI should integrate with Jet Pack Workflow to automate the creation of new jobs once a proposal is approved.
Return on Investment
- We have reduced our A/R by 60% and expect to completely eliminate A/R by the end of this year.
Other Software Used
Canopy, QuickBooks Online, Dropbox
