Amazing Proposals
Veronica M Duckett | TrustRadius Reviewer
January 14, 2019

Amazing Proposals

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Practice Ignition

We are using Practice Ignition to create and send out estimates and proposals. It also allows us to collect recurring monthly payments from our clients without having to invoice them every month. It's been a huge time saver.
  • 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.
  • 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.
  • 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.
You aren't able to customize the design of the proposal, but it surpases everything we have ever tried. It's easy to use and quick to learn.
It can be used to invoice for anyone, so I will always recommend it.

Practice Ignition Feature Ratings

Proposal branding
9
Proposal templates
9
Proposal content library updates
10
Searchable proposal database
10
Proposal collaboration & approval
8
User permissions/proposal editing controls
5
Sales proposal workflow
10
Proposal automation user interface
10
Proposal distribution
10
Proposal content tracking
10