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.

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!

My biggest pain point is why they hold onto your money for so long before releasing it. If not for the good reviews, I would be nervous to use them for payments. I asked a customer to provide a payment via ACH so that I can get it quickly, it was debited from their account the day of and I have yet to receive my money on day 8 (business day 6). The software is indicating an estimated disbursement on day 9, so that means you may not receive the money into your account until day 10 or 11. In my opinion, this is excessive for an ACH payment and makes me concerned about their ability to manage cash. I have another payment via credit card that was pushed back an additional day and we're on day 7 and I have yet to receive it. If you are tight on managing cash, ask the customer to mail you a check or use QuickBooks for the invoice, you will get your money much faster. There were instances during tax season where I setup a proposal to collect a deposit at proposal acceptance and when it was time to close out the account, it was never charged, so you should double check your invoices. Once you get used to using the product, it is nice to have for proposal management and has an effective dashboard and ease of use to follow up with customers. I have yet to have a dispute from a customer about the contract, so their templates are excellent. The customer names don't integrate well with ProConnect and double your customers, which can be quite annoying.

Professional interface for customers, ease of signing proposals and entering payment details for automatic processing. Dashboard for revenue and proposal management.

Slow to process payments even ACH payments can take 7 business days. I have found that on several occasions that customer tax return deposits were not processed even though it was setup to pay at acceptance. Expensive monthly fee for small firms.

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.

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

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.

Amazing - support team are great, I was set up and they even did some graphic design on our brochure.. ten minutes in I felt supported and knew it was the right decision!

The ability to look and feel like a big professional outfit even when you are a small firm. Our proposals look just as good as any prepared by the mid tier. The automatic billing and collections plus engagement letters and proposals literally save me hours on hours of work!!

The last piece for me is the direct debits in NZ - other than that it's perfect!!

Customer service and help is amazing. Instant replies and support.

The integrations with Karbon and Xero.When a proposal is signed Ignition intelligently creates the predetermined job and contact in Karbon. This allows for a seamless experience and job management. Having engagement letters and the ability to manage payments are also very important and useful.

We would love to be able to automatically on charge bank and card processing charges without having to include this in our proposal. More integrations (without zapier) to software like hubspot. Also an improved integration with Karbon (where we can sync contacts and jobs without having the proposal being accepted).

It is very user-friendly and works amazingly within the Xero ecosystem. Our entire team uses it daily and pairing it with Loom videos it really brings a WOW-factor to our clients. Our Onboarding close rate definitely increased significantly!

It’s not a full fletched CRM like Insightly or Hubspot of course but can’t complain for the subscription price. More reporting around leads tracking and product type sale % will be awesome to have.

Super easy to use, the team are so friendly and supportive, clients find it very professional

We've been using Ignition since 2013 and find it very easy to use. Clients also like the experience, and find it very professional. It's very customisable, allows us to send quotes and proposals very quickly.

Would love pricing to be built into the software. We currently build fee quotes in a google sheet.

Truly fantastic customer support and onboarding support. they have gone way over above and beyond to get us up and running

Deals with onboarding compliance like letter of engagement and taking payment option

no complex billing scheduling (coming soon)

This product has a lot of functionality but the engagement letter process gets an A+. It provides a very professional and polished presentation for our clients. It is also easy to use and implement.

Practice Ignition delivers a professional, eye catching engagement letter quickly and efficiently. The support team goes out of their way to ensure a successful implementation and the product is easy to use.

One drawback is that the support team is located in Australia which poses some timing challenges.

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]

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.

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.

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.

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.

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.

For me, Practice Ignition is really good software and has helped me a lot in uplifting my business and it has proved as a game-changer for me with its extraordinary features. By using its readymade proposal templates I have managed to save a lot of time thus giving it to my clients and I have seen a customer engagement prompt and simple too with practice ignition. Also by its automatic payment, we don’t have to bother our customers every month.

I have seen it as a really good and helpful software that has eased my work as it has combined different objectives and tasks and provided them to me on a single platform thus making work more efficient and less time taking. I must admire its ability of Direct debit collection and invoices in soft. It has transformed the power of a single click as I can now send a large engagement with just a single click. It is structured and well organized and with it, I am not able to keep track of proposals which has helped me in modifying my relation with my clients thus resulting in client satisfaction.

The switching option between different templates is also missing in it and also a single proposal sent with a single option bothers me as I think there should be an option of multiple options in single.

Has been great overall but would like more emphasis on those areas we have been highlighting for some time and for which the remainder of the professional also wants

It was extremely easy to initially implement the support has been second to none making the proposal process so much more professional and streamlined.

It is difficult for anybody other than the business owner to price as the pricing module is not fit for purpose when it comes to scaling.

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.

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.

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.

As a novice using the Ignition for proposals made productivity and client use easy and efficient. The integration of Xero for invoicing, deposits and generated reports makes daily tasks more efficient. Customer service is the best service for first time users. The staff is always friendly, patient and professional.

Currently, my lack of use with the payment feature is my sore spot. However, every time I contact Customer Service the issue is resolved and my understanding is increased.

Payments - and how it eliminates steps for my business

The cost of payments is too expensive, and the delay of receiving in my bank.

Epic.

Scalability. Ease of use. The elegance of the front-end presentation

Accounting Focus... we're a digital agency so that bit doesn't have relevance. But negligible.

Streamlined our proposals for providing package services and integration into Xero

It is simple to use and integrates beautifully with Xero Practice Manager which allows us to manage our work from proposal stage to progress billing to completion of the project.

We were struggling to keep track of all our proposals, engagement letters, and billing schedules in a Google Sheet prior to using Practice Ignition. After we started using P.I., we saved immense amounts of time by completely automating the engagement letters & billing. It's also incredibly easy to go search and see what we are doing for each client in P.I. now...

My biggest suggestion right now for P.I.: Allow me to create my 3 package proposal in a nice one page proposal that I would email to my clients. Once they select one of the proposals, they would just click through to the Engagement Letter and then on to the Payments... This would save the other 2 unaccepted proposals as archived historical packages so that I could go back and review what I had proposed to my client.

Been amazing from the first call to current use

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

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

Great and their customer service is excellent.

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.

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

Hands down one of the best subscriptions in the accoutning nindustry

Automation into Xero, and automated recurring invoices

Time it takes for fgunds to clear into business account

Easy to use, reasonably priced, makes accepting payments easy.

Don't have any issues with the product - could be more integrations.

This software saves me time on administrative work and provides my clients with a clean, nice looking proposal and limits the number of login accounts they would need.

This software will standardize your proposals and engagement letters. I don't like having my stuff spread across multiple platforms and this does a great job at consolidating many of my tasks to one solution. I can create general "jobs" that I would do for a client and enter my engagement letters separately. Using software specific tags, I can customize the engagement letter and work to be done to each client without having to use the find/replace feature in Word. They will sync my accepted proposals into accounting software and collect payment (they use Stripe). I can set up reoccurring/ monthly agreements or one-off. Very happy I found this and wish I had found it sooner than I did.

It would be nice to change the display settings of my services I offer and templates I've created. Having the ability to only view services of a certain type would help when setting up the system as well as when I'm searching for the correct service to add to a client's proposal.