Ignition

Best Proposal Software Available!

Comentarios: It has been so easy to work with Practice Ignition, and anytime I can't figure out how to do something, our account manager [SENSITIVE CONTENT HIDDEN] has been really quick to help me! He even created a workflow map for our process which showed us what we needed to work on/could automate to help our business even more!

Puntos a favor:

We initially switched to Practice Ignition because it had the ability to collect payments when clients signed proposals plus it could do the reoccurring billing for us at the same time instead of us having to set it all up in QB. Clients can update their own payment settings, an the proposal process is really easy. Recently, they made changes which allow us to present multiple options within one proposal, as well as do variable billing and it has made things even better! Their support and webinars are incredibly helpful and we are so glad we switched to them! They really understand what we need for proposals and the bulk creation through support will definitely be helpful when tax season comes!

Contras:

The thing we liked the least was we couldn't send options within the same proposal like we did in our old proposal software, but that's changed now! I think the only other issue we really still have is the ability to collect international payments

Great proposal and engagement letter software for accountants

Comentarios: Great, the ease of renewing proposals and overall link with our accounting software ultimately saves us time.

Puntos a favor:

The ability to use multiple domains within one practice and have our engagement letter sent with our proposals, so they are dealt with upfront.

Contras:

I have to use external pricing software to get bespoke prices for clients before building the proposal in Ignition to make the use of the services easier.

Watch Your Chargebacks

Comentarios: It's going to be easier and to be more in control of my clients since it doesn't matter there's no recourse once Practice Ignition chooses to believe the other person instead of the people paying for the service. I can do the same thing and work directly with any challenges instead of just sucking it up and losing thousands more.

Puntos a favor:

After getting used to it, it didn't seem bad at first but then the charge backs hit without any formal notice nor warning.

Contras:

A former client said they didn't receive the services, Practice Ignition asked me to defend the potential charge back but then it was a waste of my time to do anything because they took back the entire amount, on top of already having charged me for the merchant fees.

Ignition has changed our future processes

Comentarios: We've found the Ignition product to be of benefit in that our processes are automated and standardized throughout the organization, which has improved our efficiency and assisted in minimizing staff required for this task.

Puntos a favor:

Ignition provides a seamlessly automated platform for billing and proposal generation

Contras:

The initial setup of templates, in our case, was quite specific and involved significant time at the management level

Ignition Makes Proposal Management Efficient

Puntos a favor:

I like the efficiency of the features of this proposal management software. Ignition is so accurate.

Contras:

I see no difficulties when using Ignition. Ignition is so amazing.

Ignition Is a Great Proposal Management Tool

Puntos a favor:

I like the efficiency of this proposal management solution. Ignition has been easy to use and reliable.

Contras:

I do not have dislikes for Ignition. Ignition is amazing.

Saves time and provides transparency to clients

Puntos a favor:

This tool has made it easier and more efficient to communicate the terms of our engagements to clients, while ensuring that we have a clear record of the client reviewing and signing off on these terms.

Contras:

With so many subscription costs these days, we had to weigh whether the benefits outweigh the annual cost of the product.

Great Software Tool for Onboarding Clients

Comentarios: Ignition has made proposal process easy and fee collections as well. Allowing for budgeting and cashflow consistency.

Puntos a favor:

The ease of having it all in one place and the ease of onboarding new clients and newing existing.

Contras:

Expensive compared to my other digial software licenses.

Easy to use, Comprehensive Solution with great support

Comentarios: Very positive, very robust and valuable tool for our company.

Puntos a favor:

Easiest to use and Intuitive, also makes it easy for clients to read, approve and pay quickly. Also, support from our Rep is outstanding.

Contras:

Can't think of anything. Software is easy to access, set up and use daily with no issues.

Ignition Use Review

Puntos a favor:

Ability to setup up to 3 proposals and clients chooses the one they want.

Contras:

Nothing at this stage. It is an extremely versatile software/app to use.

Speeds up the Process

Comentarios: Absolutely without question the best customer service I've experienced. The onboarding process with their customer success team is fantastic. Multiple meetings to check in how I was doing and what challenges I was having. Shout out to [sensitive content hidden]

Puntos a favor:

Having my engagement letters stored in one area rather than sending them via PDF, getting the e-signature back and having to save the file on the shared drive saves me many hours. Also, it's pretty slick if you use all of the tools like adding a video.

Contras:

The engagement letter could be improved upon. When you alter their version, the font appears different. It's recommended to upload you own version for modifications. Also, the payment processing is slow. It is very nice to have the auto pay on for subscription revenue but it can take up to a week for the funds to reach your bank account.

Software update

Comentarios: Good - but I will keep reviewing as the project continues. We have not yet integrated any other products.

Puntos a favor:

It links to Xero, XPM and to FYI. We are currently moving to the cloud for most software and a key criterion was to have as much automation of the back office as possible.

Contras:

Not all templates are visible. This means that it is not always possible to reword a message that a particular client would find too informal.

Ignition works wonderfully

Comentarios: Excellent tool for overall contract management, with a great client experience.

Puntos a favor:

Ease of use for the clients, and able to control some of the payment options. Clients managing their own CC expirations etc is also nice. Also, the recurring billing I don't have to execute each month - the system just does it.

Contras:

Initial template setup can feel daunting, but using their help and customer service can speed past that process.

Ignition is a must for client contract management

Puntos a favor:

The platform is very user friendly. I love the ability to set up engagement periods of direct debit. This improves my company cash flow substantially.

Contras:

Ignition is on the expensive side. I wish it could be more affordable.

Proposal & Collection Made Easy

Comentarios: I am automating all of my billing for maintenance work for existing clients. I am also setting up new clients with proposals for advisory and maintenance. They know how much to expect each month. I no longer need to chase payments.

Puntos a favor:

I love the built in proposals for Practice Forward and general use. I was very easy to set my clients up on automatic billing. No more collections or A/R for me!

Contras:

I liked everything! The training is great!

Time saver

Puntos a favor:

Ignition makes my collection of fees much easier. It also allows me to send each client a proposal and keep track of there response.

Contras:

The cost is a little too high. I wish it was an app on my desk top

Ignition is one of the key programmes in my app stack

Comentarios: Been amazing from the first call to current use

Puntos a favor:

The ease of use and the in-depth onboarding made sure my templates were ready and easy to access. It allows me to send through proposals quickly and track if or how often they have been viewed

Contras:

In South Africa, we don't yet have stripe to its not linked to any other subscription payment method compatible in South Africa

Amazing and Easy to Use Software

Comentarios: We have been using it for around 2 years now and it has made giving life so much easier! Sending and giving quotes to clients as well as detailed description of all of our services has made it so much smoother.

Puntos a favor:

Definitely the ability to make payment/conditions around when clients pay. It makes it very flexible. It is also quite easy to use, in particular the classic PI.

Contras:

I haven't had much training with the New Proposal Editor but it is quite a lot to look at.

Engagement letters on Steroid makes getting paid FUN!

Comentarios: great tool freat support its a value add, you know when the sales guys start talking ROI and comapring the time savings then your eyes glaze over cause you know obviously its not as good cause they have to work to sell it, ..... well Ignition app really does give an ROI without having to

Puntos a favor:

makes it easy to prepare, send and get paid, whilst making the client aware of exactly what you are doing and what is expebted of THEM

Contras:

only like to be able to have 2 or more signatories but that is minor issue

I absolutely love Practice Ignition

Comentarios: Practice Ignition has made engaging with our clients a seamless process. We deal with a large volume of clients and with how easy and efficient the systems are, we are able to quickly send proposals, collect payment with virtually no administrative burden, and have great reporting around every step of the process. I can not recommend this product enough, it is truly one of my favorite programs that we work with inside of our firm and the the support team is just as great to work with! Thank you so much!!

Puntos a favor:

- Fast - Intuitive - Option to collect payment in order to sign - Low amount of admin needed - Amazing support team, fast turn around - Scalable - Open to feedback, they actually listen!!

Contras:

I legitimately do not have a single con that I would give. the only thing even close would be there is not currently a way to display a discount for a service item directly from the standard cost of the service. This is something that I have left feedback on and is already slated to be adjusted in a future update. to my previous point, they actually listen to feedback which is amazing.

PI has been a game changer for our business in a period of growth

Comentarios: We were spending a lot of time on engagements, especially as a growing practice. We also were making mistakes (as using word) and PI has proved invaluable. We started using it in 2017 and would highly recommend to businesses who need to engage clients / send terms of business etc.
We link with XPM and Xero, and I think we need to iron out a few issues (mostly XPM related!), but could not be without it. What used to take a few hours and not look great, now takes 5 minutes and creates a great first impression. We attach our brochure and kick of the process of engagement / job set up / invoicing etc.
Also better control over changes in terms etc - just one place to keep up to date.

Puntos a favor:

A one stop shop for a great looking engagement letter that links to our job management system, creating the jobs and importing the client info.

Contras:

I look forward to more features being added with the integration with XPM, so recurring dates can be more flexible, budgets imported against jobs. But I am confident this is advancing all the time which is great.

Ignition Review

Comentarios: Overall, our experience with Ignition has been extremely positive and well received. It has streamlined our internal workflow, onboarding and engagement processes to facilitate better delivery of value services to our clients.

Puntos a favor:

Client engagement process together with workflow integration with our practice management system is seamless and efficient. The client user experience has been positive and the automatic fee collection is a convenient and welcomed feature.

Contras:

Reporting functions are very basic. Limited capacity to easily and readily identify which proposals require manual invoicing - "On Completion".

Kaizen Business Adsvisory Review

Comentarios: Hands down one of the best subscriptions in the accoutning nindustry

Puntos a favor:

Automation into Xero, and automated recurring invoices

Contras:

Time it takes for fgunds to clear into business account

A great product

Comentarios: It has allowed us to move from the more traditional time billing system to a fixed fee program that clients seem to really like. One day we won't need timesheets and this will help us get there!

Puntos a favor:

I love this program for ease of use. it does what it needs to. I can set quotes to be sent out and when they are accepted they fill in bank details to do direct debit. I don't need to do anything else. I love the new update for recurring billing so I don't have to send out new annual fee quotes if we agree that the same price is still relevant.

Contras:

I possibly don't use it to its full capacity as when we started using it the software was very basic but the new updates are making it a bit better. I don't have much negative to say.

The BEST Payment Processor / Engagement software

Comentarios: Great and their customer service is excellent.

Puntos a favor:

It's saved me a ton of money in two instances where a client tried to back out of paying for work that was already in process or completed. I have an accounting firm with larger clients. I have the software set up to only accept ACH, which gives me more control over refunds / charge backs. I love that it has everything together: the engagement letter, the scope of work and the payment all in one.

Contras:

The user design is just ok. It's not bad but there's a lot of manual data entry in the beginning.