Practice Ignition

Practice Ignition

Proposal creation and client onboarding automation

4.7/5 (50 avis)

Practice Ignition - Présentation

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.

Prix

À partir de
59,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

Appareils

Type d'entreprise

S
M
L

Disponible dans les pays suivants

Asie, Australie, Brésil, Canada, Chine et 5 autres, Europe, Allemagne, Inde, Japon, Amérique latine

Langues

anglais

Practice Ignition - Avis

Note globale
4.7/5
98% d'avis positifs
38
Excellent
11
Très bien
0
Moyen
1
Médiocre
0
Mauvais
Will M.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 13/06/2018
Provenance de l'avis : Capterra

Avantages

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.

Inconvénients

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!

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Utilisateur vérifié
Traduire avec Google Translate

Practice Ignition Review

Logiciel utilisé tous les jours pendant 1 à 5 mois
Publié le 01/10/2018
Provenance de l'avis : 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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

8.0/10
Tom P.
Traduire avec Google Translate

Practice Ignition - Review

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 29/06/2016
Provenance de l'avis : 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.

Avantages

All in one solution. Client engagement documents, jobflow deployment, billing.

Inconvénients

Can take a while to get your head around.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Utilisateur vérifié
Traduire avec Google Translate

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

Logiciel utilisé toutes les semaines pendant plus de deux ans
Publié le 13/03/2018
Provenance de l'avis : 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.

Avantages

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.

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10
Lazarus K.
Traduire avec Google Translate

Tracking categories

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 17/07/2019
Provenance de l'avis : Capterra

Avantages

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

Inconvénients

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.

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit

9.0/10

Practice Ignition - Prix

À partir de
59,00 $US/mois
Types de licence
version d'essai gratuite
Abonnement
Rapport qualité-prix

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 - Fonctionnalités


  • API
  • Analyse des ventes
  • Base de données de contacts
  • Données en temps réel
  • Fonctionnalité de recherche
  • Gestion des contacts
  • Gestion des leads
  • Importation et exportation de données
  • Intégration CRM
  • Intégration de tiers
  • Intégration des e-mails
  • Modèles personnalisables
  • Monitoring
  • Notifications automatiques
  • Outils de collaboration
  • Rapports et statistiques
  • Rapports sur les ventes
  • Suivi des activités
  • Suivi des ventes
  • Tableau de bord d'activités

Plus d'informations sur Practice Ignition

Practice Ignition - Principales fonctionnalités

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

Avantages

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

Practice Ignition - FAQ

Voici quelques-unes des questions fréquentes sur Practice Ignition.

Q. Quels sont les types de licence disponibles pour Practice Ignition ?

Types de licences disponibles pour Practice Ignition :

À partir de: 59,00 $US/mois

Type de licence: Abonnement

version d'essai gratuite: Disponible

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.

Q. Quelles sont les principales fonctionnalités du logiciel Practice Ignition ?

Fonctionnalités du logiciel Practice Ignition :

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

Q. Qui utilise Practice Ignition ?

Utilisateurs habituels du logiciel Practice Ignition :

Entreprises de taille moyenne, PME

Q. Dans quelles langues Practice Ignition est-il disponible ?

Langues dans lesquelles Practice Ignition est disponible :

anglais

Q. Quels sont les types de licence disponibles pour Practice Ignition ?

Types de licences disponibles pour Practice Ignition:

Abonnement

Q. Practice Ignition prend-il en charge les appareils mobiles ?

Nous n'avons pas d'informations sur les appareils pris en charge par Practice Ignition.

Q. Avec quelles applications Practice Ignition peut-il s'intégrer ?

Applications s'intégrant à Practice Ignition :

Egnyte, HubSpot CRM, Insightly, Karbon, QuickBooks, QuickBooks Online, QuickBooks Online, WorkflowMax, Xero, Xero

Q. Quelles sont les ressources d'aide disponibles pour Practice Ignition ?

Ressources d'aide disponibles pour Practice Ignition :

Base de connaissances, Support téléphonique

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