Practice Ignition Features

Practice Ignition

Proposal creation and client onboarding automation

4.72/5 (50 reviews)

Practice Ignition Feature Summary

  • 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

Sales Feature Comparison

Most popular features of all Sales apps

API (153 other apps)
Activity Dashboard (102 other apps)
Activity Tracking (64 other apps)
Automatic Notifications (56 other apps)
CRM Integration (129 other apps)
Collaboration Tools (56 other apps)
Contact Database (64 other apps)
Contact Management (60 other apps)
Customizable Templates (57 other apps)
Data Import/Export (57 other apps)
Email Integration (53 other apps)
Lead Capture (49 other apps)
Lead Management (61 other apps)
Real Time Data (60 other apps)
Reporting & Statistics (60 other apps)
Sales Analytics (62 other apps)
Sales Reporting (60 other apps)
Sales Tracking (52 other apps)
Search Functionality (71 other apps)
Third Party Integration (92 other apps)

Competitor Feature Comparison

Proposal Generation
Learn moreCompare App
Proposal Generation
Visit WebsiteCompare App
Proposal Generation
Visit WebsiteCompare App

Practice Ignition Feature Reviews

25 reviewers had the following to say about Practice Ignition's features:

Laura Redmond

Exactly what we needed

2019-04-28

The setup process improved our sales process.

Pros

The support center is more than helpful; it taught me how to create a better sales experience. The dashboard gives you a bird's eye view so you can follow through on closings.

Cons

I especially appreciate that it does not clutter its mission with a lot of other data. It does its job and it does it well.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Sorin Silivestru

Practice Ignition makes your proposals stand out and accelerate your proposal's acceptance

2019-08-02

Overall, I have had a great experience. Our first interaction with the leads has improved a lot since we started to use Practice Ignition. We have seen a quicker proposal acceptance cycle overall.

Pros

It definitely gives you an edge in the sales process.

Cons

For instance, I recommend that they build a feature that will allow for various email notification templates to be sent to the clients, depending on what type of service the client has signed up for.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Monthly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Leticia Mooney

Brilliant, saves me hours.

2017-10-24

Pros

* Saves money being left on the table * Enables digital payments including direct debits * Enables the sales process to scale * Usable and functional * Support is A1 and the team's communication is fabulous

Cons

This review requires more words before it submits, but I don't have any - hence this wasteful third sentence.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Source: Capterra
Helpful?   Yes   No
Read more
Tom Parker CPA

Verified Reviewer

Practice Ignition - Review

2016-06-29

Provides analytics and internal notes which is also really helpful.

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

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10

Recommendations to others considering Practice Ignition

Ensure you have clearly defined services, and ideally a standard cost for each service type. Understand the way job deployment works (i.e. single package jobs vs multiple jobs) as this will affect your approach. Great product. Easily recommended.

Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
(Accounting company, 11-50 employees)

Practice Ignition Review

2018-10-01

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.

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.

Cons

By far & the reason I did not score higher, was the fact that we are limited to one template when sending contracts.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Shane George

Quicker Close / Good clients

2019-05-29

Great people and great product! We have enjoyed using thus far.

Pros

Love the tracking too. I can tell if the prospect has received and viewed the proposal verifying they did get our service agreement.

Cons

Wish the dashboard could be filtered by date to allow a better view of the data.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

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

2018-03-13

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

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

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Victoria Moulds

I love receiving emails saying we've won new clients, it feels exciting to see how we're growing!

2017-09-07

We can quickly and easily quote and see where we are up to with fees

Pros

The email notification when a client signs up, the ability to amend proposals even once they've gone to a client, the ability to create new services whenever we need to.

Cons

I would like the dashboard to be a bit clearer as I don't always understand it.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
LAZARUS KASEKE

Tracking categories

2019-07-17

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
𝘽𝙪𝙨𝙞𝙣𝙚𝙨𝙨 𝘼𝙙𝙫𝙞𝙨𝙤𝙧 (Accounting company, 11-50 employees)
Verified Reviewer

No Brainer for Xero Accounting Practices

2019-01-29

Pros

Practice Ignition makes the most of a great link with Xero to provide Xero practices the perfect way to send and track proposals.

Cons

No real cons, the product does everything advertised.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Paul Young

Practice Ignition is key to managing the work we do for our clients.

2017-10-23

Streamlined our proposals for providing package services and integration into Xero

Pros

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.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Financial Services company, 1-10 employees)

The BEST Payment Processor / Engagement software

2019-03-22

Great and their customer service is excellent.

Pros

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.

Cons

The user design is just ok.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Karen Gibb

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

2018-08-03

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

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.

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Steve Iverson

Very Helpful Software

2019-10-12

Saved a substantial amount of time in creating engagement proposals and tracking status of returned engagements.

Pros

Creates ease with tracking engagement status

Cons

No complaints. The product works well and has met our expectations.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Accounting company, 51-200 employees)

Practice Ignition review

2018-11-10

Pros

Clearly outlines the cost to the client

Cons

Integration with XPM requires proposal to be broken down into makes detial than I’d like to present to the client

Rating breakdown

Value for money
Ease of use
Features

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Caleb L. Jenkins, EA, CQP

PI has helped us automate our onboarding & billing

2018-10-15

Pros

It's also incredibly easy to go search and see what we are doing for each client in P.I. now...

Cons

.: Allow me to create my 3 package proposal in a nice one page proposal that I would email to my clients.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Rachelle Williams

Practice Ignition

2018-10-18

Pros

There is someone to contact should be experience any difficulty.

Cons

There is nothing specific I like least about this software

Rating breakdown

Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Andrew Beshara

So easy and EFFICIENT

2018-09-12

Incredible customer service and support. They seriously go above and beyond.

Pros

Zero debtors problem! Integrates with Xero & Xero Practice Manager so workflow and sending of client invoices is automated

Cons

No smartphone app/access. Delay in receiving client funds when not using credit card.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Weekly

Likelihood to recommend

8/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Accounting company, 11-50 employees)

It's super easy to setup and use. Lots of clever features, with more features being added regularly.

2018-07-29

It removes all the time I used to spend chasing debtors.

Pros

It solves several problems in my business so is great value for money. I can customise how I use it to suit my own workflows and clients. It's simple without compromising effectiveness.

Cons

A few times I've thought the software didn't contain a certain functionality, but after asking support they were able to turn a new feature on for me to test.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
(Accounting company, 11-50 employees)

This software is so user friendly and allowed us to reach our goal of implementing fixed fees.

2017-10-23

Pros

Easy to use and track.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Craig Bull

Highly Recommend this produce

2019-04-17

Pros

- Easy to use & very customizable - Lots of support - Very automated - Allows us to get paid quicker

Cons

- The Stats page could be improved - Credit Card fees are high

Rating breakdown

Ease of use
Features

Time used: 1-2 years

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Brett Goodlin

Pleasant setup and support. Wonderfully streamlined practice!

2018-03-08

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.

Pros

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.

Cons

It would be nice to change the display settings of my services I offer and templates I've created.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Kate Schofield

Love Practice Ignition

2018-08-29

Makes interactions with clients current & new so much easier, they know what we are offering, price and everything is explained in one document.

Pros

You can set up as many templates as you like.

Cons

Nothing! It's all so very simple, anyone can use it

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No

Response from Practice Ignition


Thanks for your review Kate! We really appreciate it :)

Read more
Michael Ly

Amazing software for my online bookkeeping practice

2017-01-28

I haven't had one customer complain either that their are automatically charged each month for our services and it also has the flexibility to charge for fees charged after work completion.

Pros

Automatic Invoicing & Payment Collection

Cons

Because they originally created this software in Australia, the payment collection originates in another country and it takes a few more days than I'd like for the funds to get into my bank account.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Weekly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Christi Rains

Great customer service. Easy to use and saves my firm hours each month in contract creation.

2018-06-27

Quicker creation of contracts. Quicker client acceptance of new contracts.

Pros

Great customer service and the ease of use once set up. My clients accept contracts a lot quicker with PI.

Cons

It takes an unusually long amount of time, which makes it not a feature we can use.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Monthly

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more