Practice Ignition

Practice Ignition

Proposal creation and client onboarding automation

4.8/5 (42 reviews)

Practice Ignition Overview

Practice Ignition is a better way to run your client-focused business.

It all starts with the proposal/quote. You can build them in seconds with your service library - so you can get them to clients during a meeting instead of weeks after.

Your proposal includes an auto generated contract or engagement letter so legal compliance never gets in the way to sales.

Accept payments directly from your proposals on a one-time or recurring basis. This helps you improve your cash flow and reduce debtors.

When your client accepts with a legally binding eSignature, you can automate your accounting invoices through Xero and QuickBooks Online, and your workflow tasks through Xero Practice Manager and Workflow Max.

Pricing

Starting from
US$59,00/month
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

Asia, Australia, Brazil, Canada, China and 5 others, Europe, Germany, India, Japan, Latin America

Supported Languages

English

Practice Ignition Reviews

Overall rating
4.8/5
100% positive reviews
32
Excellent
10
Very good
0
Average
0
Poor
0
Terrible
Will M.

Practice Ignition is makes service proposals with complex billing arrangements simple and easy.

Used Daily for 1-5 months
Reviewed on 2018/06/13
Review Source: Capterra

Pros

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.

Cons

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!

Rating breakdown

Value for Money
Ease of Use
Customer Support

Practice Ignition Review

Used Daily for 1-5 months
Reviewed on 2018/10/01
Review Source: Capterra

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.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

8.0/10
Tom P.

Practice Ignition - Review

Used Daily for 1+ year
Reviewed on 2016/06/29
Review Source

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.

Pros

All in one solution. Client engagement documents, jobflow deployment, billing.

Cons

Can take a while to get your head around.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

Fantastic proposal software which streamlines our business development and sales funnel.

Used Weekly for 2+ years
Reviewed on 2018/03/13
Review Source: Capterra

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.

Pros

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.

Cons

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.

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Karen G.

Create a Proposal - And forget about it. Practice Ignition Thinks for you

Used Weekly for 6-12 months
Reviewed on 2018/08/03
Review Source: Capterra

We set up all of our billing through Practice Ignition. Clients need to put in their credit card details or banking details before they can accept/agree to a proposal. This means one less thing we need to do - chase payment from our client. The only time we need to do this is if a payment is not able to be collected.
Overall, a very simple, brilliant program to use. I love the HelpDesk as they are generally very quick to respond to our queries, no matter how trivial.
Setting up a proposal for my Manager to review prior to it being sent is a brilliant little feature also. I recommend trying this for yourself.

Pros

Where to start. From setting up templates for future use, to sending reminder emails of when the proposals are signed, due for expiration, weekly review, to quick turnaround times from the help desk - what's not to like?

Cons

Not to be negative on a great product, but if you're looking for an invoice, you need to open each proposal for the client in the proposals list to be able to access the invoice tab, to search through each invoice to find the one you need. On the upside, as soon as the invoice is raised it sent to Xero which is time saving plus!

Rating breakdown

Ease of Use
Customer Support

Likelihood to recommend

8.0/10

Practice Ignition Pricing

Starting from
US$59,00/month
Pricing options
Free Trial
Subscription
Value for money

There are four subscription levels available:

Mars - $59/month (paid annually), $79 (paid monthly) - up to 100 active clients
Neptune - $149/month (annually), $199 (monthly) - up to 500 active clients
Saturn - $299/month (annually), $399 (monthly) - up to 1000 active clients
Jupiter - $499/month (annually), $599 (monthly) - up to 2000 active clients

Larger plans are available on enquiry.

Practice Ignition Features


  • API
  • Activity Dashboard
  • Activity Tracking
  • Automatic Notifications
  • CRM Integration
  • Collaboration Tools
  • Contact Database
  • Customizable Templates
  • Data Import/Export
  • Email Integration
  • Lead Capture
  • Lead Management
  • Monitoring
  • Real Time Data
  • Reporting & Statistics
  • Sales Analytics
  • Sales Reporting
  • Sales Tracking
  • Search Functionality
  • Third Party Integration

Additional information for Practice Ignition

Key features of Practice Ignition

  • Accounting application integrations
  • Auto-generated engagement letters
  • CSV lead data imports
  • Client email notifications
  • Client management
  • Comments on proposals
  • Conversion tracking
  • Customizable invoice scheduling
  • Customizable sales tax
  • Digital signatures
  • Failed/rejected payment notifications
  • Full audit trail
  • Full billing controls
  • Progress tracking
  • Proposal management
  • Proposal templates
  • Recurring invoices and payments

Benefits

Proposals can be built with a drag-and-drop editor, and finished proposals automatically generate up-to-date professional engagement letters and branded online acceptance pages for notifying clients

Clients are notified by email of any payment due dates or important milestones

Card payments and bank transfers can both be accepted, and users are notified of failed payments to enable prompt follow-up

Automated workflows can be created for client onboarding and to manage recurring payments and invoices

Users have full control over pricing, whether they use fixed fees, agreed fees, or value based pricing, sales tax can be built in. Billing can also be customized, such as billing on completion, or a 50/50 upfront/on completion split

Practice Ignition FAQs

Below are some frequently asked questions for Practice Ignition.

Q. What type of pricing plans does Practice Ignition offer?

Practice Ignition offers the following pricing plans:

Starting from: US$59,00/month

Pricing model: Subscription

Free Trial: Available

There are four subscription levels available:

Mars - $59/month (paid annually), $79 (paid monthly) - up to 100 active clients
Neptune - $149/month (annually), $199 (monthly) - up to 500 active clients
Saturn - $299/month (annually), $399 (monthly) - up to 1000 active clients
Jupiter - $499/month (annually), $599 (monthly) - up to 2000 active clients

Larger plans are available on enquiry.

Q. What are the main features of Practice Ignition?

Practice Ignition offers the following features:

  • Accounting application integrations
  • Auto-generated engagement letters
  • CSV lead data imports
  • Client email notifications
  • Client management
  • Comments on proposals
  • Conversion tracking
  • Customizable invoice scheduling
  • Customizable sales tax
  • Digital signatures
  • Failed/rejected payment notifications
  • Full audit trail
  • Full billing controls
  • Progress tracking
  • Proposal management
  • Proposal templates
  • Recurring invoices and payments

Q. Who are the typical users of Practice Ignition?

Practice Ignition has the following typical customers:

Mid Size Business, Small Business

Q. What languages does Practice Ignition support?

Practice Ignition supports the following languages:

English

Q. What type of pricing plans does Practice Ignition offer?

Practice Ignition has the following pricing plans:

Subscription

Q. Does Practice Ignition support mobile devices?

We do not have any information about what devices Practice Ignition supports

Q. What other apps does Practice Ignition integrate with?

Practice Ignition integrates with the following applications:

Egnyte, HubSpot CRM, Insightly, Karbon, QuickBooks, QuickBooks Online, QuickBooks Online, WorkflowMax, Xero, Xero

Q. What level of support does Practice Ignition offer?

Practice Ignition offers the following support options:

Knowledge Base, Phone Support