Ignition reviews

Best Proposal Software Available!

Opmerkingen: 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!

Pluspunten:

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!

Minpunten:

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

Ignition - an important tool in my proposals and ongoing invoicing

Opmerkingen: It has been a gamechanger as far as preparing proposals and getting paid on time. I used to use a similar but cheaper product and it took a lot longer to prepare proposals and still meant I had to invoice customers directly. Ignition has absolutely made my life easier.

Pluspunten:

I love that I can send a proposal quickly and then my clients are invoiced and pay when invoices are due. it has reduced my chasing people to pay invoices and having to remember to send them which was always my issue.

Minpunten:

If there was a way to get digital signatures that weren't part of the 'proposal' system that would be amazing. Also if there was a bit more personalisation of reporting so you could opt in to be notified when proposals were coming up for renewal etc

Everything you need except that one FATAL FLAW

Opmerkingen: I have tested 100's or Accounting Practise Management Quoting & Re-Occurring Billing systems in my many years as a QuickBooks ProAdvisor and found that of all of them, right now (August 2021), Practise Ignition has the most features you need as an Accountant to run a fully remote and automated firm. HOWEVER, that said, even with all these amazing features that are all in this one software (many are in others, but this one has the most), there is still one FATAL FLAW that (to date) they have not resolved. I do hope they resolve this soon because it is truly disappointing to not have this very basic feature in such a powerful system that has so many other incredible features to offer. No Refunds. That's gotta get fixed if this software is to be used in the Accounting Industry. There are workarounds for this, so for many people and companies, this may not be a deal-breaker for them. It's just that, this is not a cheap software so if you don't have the ability to REFUND your clients instantly when needed, that can really hurt client relationships. I hope that the Refund feature is resolved soon. Then this will be the best proposal and re-occurring payment processing system out there for our industry.

Pluspunten:

The best features include: -Ability to have your lead enter their own Credit Card or Bank Account information so it stays secure when they go to accept the proposal -Re-Occurring Monthly Payments with the ability to set a custom reoccurring date -Ability to add an On Acceptance and On Completion payment as custom dates along WITH a Monthly Re-occuring payment on one proposal -Full Integration with QuickBooks Online (creates customer, invoice, and payment transactions related to all accepted proposal sales so bookkeeping is done automatically for you each time) -When a clients credit card fails, Practise Ignition will email your client to notify them of the credit card failure and your client is given the opportunity and ability to update their payment information on file themselves, putting this risk back on the client and saving you and your practice from having to do any manual entry or additional accounting gymnastics -Ability to add videos to your Proposal and previously created brochures to add beauty & interactive content to your proposals. -Multiple Templates for Services, Proposals, Engagement Agreements etc. -Integration with Karbon for task creation based on items in the proposal

Minpunten:

FATAL FLAW: NO REFUNDS & MONEY TAKES TOO LONG TO HIT BANK ACCOUNT (4 to 6 days) You can not give your client a Refund in Practise Ignition. That's right, NO REFUNDS. SO if you charge your client the wrong amount by mistake, or need to un-do an amount after they have canceled service, you can't push a button anywhere in this software to give your client a refund. You have to contact PI and ASK them if they will CONSIDER giving a refund to your client IF it is LESS than $2,000. If they approve, then they will process the refund about a week later. This is too slow, in my option. The workaround? They tell you that you should send a check, or use your bank or an outside system to send your client the refund. Which is MORE accounting work (the exact accounting work buying this software was supposed to solve), and since your client entered their own payment info, you don't have it to instantly give them $ back, so now there's more back and forth Correspondance and time-consuming effort needed that only takes seconds in all other comparable software out there. If the workaround is to use a different payment processor solution then one has to ask, "Why am I even using this one?". Now, if you have never given a refund in your life and you think it's so rare that this will happen that dealing with another merchant processor is worth for these one-off occasions, then by all means choose this software because it excels in more places than the competition. Just be warned.

Slow to disburse payments, must check billings are processed, professional interface

Opmerkingen: 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.

Pluspunten:

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

Minpunten:

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.

Time Saver, Bill Collector and Helps You Maintain Comliance

Opmerkingen: Very happy and can recommend. I run a very small firm, so I originally thought the cost was prohibitive for my expected level of use. But the subscription is well worth it. I have used it more often than expected & for reasons I didn't initially envisage, and the time it has saved is well worth it's cost in relation to my time that has been freed up. Finally, as a small, newish firm, it has introduced a level of professionalism to client facing materials that was lacking with my earlier processes.

Pluspunten:

* Being able to collect client direct debit payment.* Being able to quickly draft a engagement agreement or authority document.* It's quite easy to use with a simple interface, and good customer client. This is excellent & very practical.

Minpunten:

* They tried to change the pricing model (remove a discount) even though I was originally promised a particular discount in perpetuity. It must be noted though that when I made a point of this, they were understanding and happy to honour the original discount promise.* Some features were still lacking, e.g. the ability to change pricing without have to re-do the whole process. But again, it should be noted, I think this has been updated and now rolled out (although I haven't used it yet).

Move from GoProposal to Ignition

Opmerkingen: Ignition have supported our move a long time ago from a different proposal software and are quick to respond to any queries

Pluspunten:

Ignition allows us to send branded proposals to our clients and lay out all of their options to give them the choice of service levels after our proposal discussions with them. It is intuitive to use and is well presented enabling us to build out the proposa with the client present.

Minpunten:

The inability to add pricing variations dependent on different metrics per service line.

Software update

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

Pluspunten:

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.

Minpunten:

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.

Great product, takes the headache out of collecting and accepting payments

Pluspunten:

Payments - and how it eliminates steps for my business

Minpunten:

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

The best

Opmerkingen: Ignition setup and integration were easy and it made my proposal process enjoyable.

Pluspunten:

Ignition has eliminated many steps from my work and created a unique way to interact with potential clients.

Minpunten:

I'd like to see updating a current contract a little easier. If you have to add a service to a client with an existing contract. The process was a little confusing.

Great Experience w/ Ignition

Pluspunten:

Having proposals and billing all in one place.

Minpunten:

The credit card fee was the only initial drawback.

I absolutely love Practice Ignition

Opmerkingen: 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!!

Pluspunten:

- 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!!

Minpunten:

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.

We Love PI!

Opmerkingen: We love Practice Ignition it has been the platform we have built our business growth on for the past 4 years since implementation. We have grown 10% per year since then; and the fact that everything is streamlined from proposal to billing to collections to accounting in our QB company file has been a game changer. We are spending far less time doing administrative tasks and our accounts receivable has gone from over $80K per month to less than $20K at any given time. I would highly recommend this app to any practice that is looking to grow and sreamline!
Five Stars! We love PI!

Pluspunten:

The ease of use and the interface to the client. Getting paid right away for our services and integrating into our firm's QBO so that we can easily track our clients' billing. The training and support offered are very valuable.

Minpunten:

We would like to be able to issue refunds to our customers using PI but thus far we are not able to. Also we would like to build in a surcharge for credit card payments but that is not an option.

Absolutely love PI

Opmerkingen: Practice Ignition has been a game changer for us from the moment I pulled the trigger on it. It revolutionized our process for creating proposals, is an enormous time saver and it creates a process that is standardized and consistently the awesome experience we want our clients to have. We close more engagements and at better fees than ever before. I can't say enough about how it changed my firm and put us on the path to the firm I really want. It was the start of all the progressive ideas we have put into place because it gave me the space and the revenues to recreate my firm. The team at PI can't be beat. I am seriously crushing on all of them.😍🎉👏👍

Pluspunten:

It automates the preparation of proposals, it makes them look professional, it allows us to be paid sooner, the team at practice ignition is absolutely incredible.

Minpunten:

Billing clients on an alternative schedule then monthly or quarterly was difficult but they have fixed that problem.

Practice Ignition - a life saver!

Opmerkingen: First class from the very beginning. Could not be more helpful and regularly touch base to make sure all okay and using the software to its full capacity.

Pluspunten:

Easy to use software with little tuition required. Set up and off and running sending proposals in no time. Lots of support assistance available with fast response times to queries. It has been a game changer in our company, saving so much time with client proposals and improving our internal efficiencies.

Minpunten:

Would like to be able to add more notes to a client proposal after it is signed. eg. reminders or comments about the proposal or the client.

Tracking categories

Pluspunten:

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

Minpunten:

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.

Awesome CRM for Clients proposal and Payment Collection

Opmerkingen: Since i have started using Ignition, i have saved time on admin and payment collection. i would say it has been a game changer for my business.

Pluspunten:

The easy of use. Payment collection based on contract and ability to scale.

Minpunten:

i would say the cost, but its subjective as the more clients you have the more you you can save

Bags of functionality but simple and easy to use

Opmerkingen: We needed a system that would allow us to easily send out our contracts and obtain signatures. This system allows us to do this and more.

Pluspunten:

The product is easy to set up with your own products and contracts and the process for creating proposals and contracts is simple and highly configurable. It's a system that is packed full of features and yet it isn't out of reach of the smaller business.

Minpunten:

None that I can think of. The simple interface makes it a pleasure to use.

Engagement letters on Steroid makes getting paid FUN!

Opmerkingen: 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

Pluspunten:

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

Minpunten:

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

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

Opmerkingen: Streamlined our proposals for providing package services and integration into Xero

Pluspunten:

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.

Exactly what we needed

Opmerkingen: The overall experience with Practice Ignition is excellent. The setup process improved our sales process.
This solution gets us out of email and portals with passwords. It does the heavy lifting for an important moment in the sales process. And it looks great doing it!

Pluspunten:

This app is the perfect tool once you've determined what service plan is right for your prospect. We use another tool for needs assessment and pricing. Practice Ignition seals the deal. What I like most about Practice Ignition are its robust features. It's a great experience for the prospect and designed for them to receive a proposal via web or mobile. Payment solution is built in. Integration to QuickBooks & Zapier lets you plug this into your tech stack to record revenue, payment and then zap the new order to your workflow management tool for onboarding & service delivery. The templates and service descriptions let you customize to your liking. 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.

Minpunten:

I cannot think of one thing that we do not like about this software. 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.

The BEST Payment Processor / Engagement software

Opmerkingen: Great and their customer service is excellent.

Pluspunten:

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.

Minpunten:

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

Kaizen Business Adsvisory Review

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

Pluspunten:

Automation into Xero, and automated recurring invoices

Minpunten:

Time it takes for fgunds to clear into business account

Practice Ignition

Pluspunten:

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

Minpunten:

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

Pleasant setup and support. Wonderfully streamlined practice!

Opmerkingen: 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.

Pluspunten:

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.

Minpunten:

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.

Onboarding and ACH-based collections are a breeze

Opmerkingen: Practice Ignition allows us to quickly onboard new clients within a set menu and use recurring monthly payments to eliminate the hassle of billing and collection.

Pluspunten:

Ease of use and the ability to deploy standard engagement terms seamlessly while enabling recurring payment. No need to bill or collect; just set it and forget it!

Minpunten:

It's challenging to navigate to some of the more wonky screens, like the payment enabling.