Practice Ignition Pricing, Features, Reviews & Comparison of Alternatives

Practice Ignition

Proposal creation and client onboarding automation

4.72/5 (50 reviews)

Practice Ignition overview

What is Practice Ignition?

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.
www.practiceignition.com

Pricing

Starting from
$59/month
Pricing options
Value for money
View Pricing Plans

Devices

Business size

S
M
L

Markets

United States, Asia, Australia, Brazil, Canada and 9 other markets, China, Europe, Germany, India, Japan, Latin America, Mexico, Middle-East and Africa, United Kingdom

Supported languages

English
Practice Ignition screenshot: Practice Ignition supports multiple different client billing optionsPractice Ignition - Launch your practice TodayPractice Ignition screenshot: Practice Ignition automatically generates engagement letters from completed proposalsPractice Ignition screenshot: Practice Ignition gives users control over their billing structure, including any depositsPractice Ignition screenshot: Practice Ignition provides clients with a pricing summary, which can include sales taxesPractice Ignition screenshot: Users can customize email templates included in Practice IgnitionPractice Ignition screenshot: Practice Ignition enables users and clients to collaborate over proposals

Practice Ignition reviews

Value for money
Features
Ease of use
Customer support
  4.5
  4.5
  4.5
  4.7
Will McTavish

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

Used daily for less than 6 months
Reviewed 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
Features
Customer support

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Anonymous

Practice Ignition Review

Used daily for less than 6 months
Reviewed 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
Features
Customer support

Likelihood to recommend: 8/10

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Tom Parker CPA

Practice Ignition - Review

Used daily for 1-2 years
Reviewed 2016-06-29
Review Source: GetApp

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
Features
Customer support

Likelihood to recommend: 9/10

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Anonymous

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

Used weekly for 2+ years
Reviewed 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
Features
Customer support

Likelihood to recommend: 9/10

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LAZARUS KASEKE

Tracking categories

Used daily for 1-2 years
Reviewed 2019-07-17
Review Source: Capterra

Pros
I love that: 1. You can attach a business profile with your proposal 2. Show a breakdown of your services and give a brief description of each. This really adds value 3. Set up reminders for clients to accept proposal 4. Send invoices directly to Xero once a proposal is accepted 5. With the help of Zapier, send work flows to Asana

Cons
The challenge is that the invoices sent to Xero are sent without their tracking categories. One has to manually update these invoices for tracking categories. A feature that send these invoices with tracking categories would be great.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Likelihood to recommend: 9/10

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Practice Ignition pricing

Starting from
$59/month
Pricing options
Free trial
Subscription
View Pricing Plans

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 (152 other apps)
Activity Dashboard (104 other apps)
Activity Tracking (64 other apps)
Automatic Notifications (56 other apps)
CRM Integration (128 other apps)
Collaboration Tools (57 other apps)
Contact Database (65 other apps)
Contact Management (64 other apps)
Customizable Templates (58 other apps)
Data Import/Export (58 other apps)
Email Integration (53 other apps)
Lead Capture (49 other apps)
Lead Management (64 other apps)
Real Time Data (62 other apps)
Reporting & Statistics (61 other apps)
Sales Analytics (64 other apps)
Sales Reporting (61 other apps)
Sales Tracking (54 other apps)
Search Functionality (71 other apps)
Third Party Integration (92 other apps)

Additional information for Practice Ignition

Key features of Practice Ignition

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

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