Ignition - Customising Templates & Services
Efficiency is gained by having a robust and standardised service library. Learn how to customise your services, engagement terms and proposal templates.
Welcome to Customising Templates & Services with Ignition
In this Course
An Overview to Services and Templates
Overview
Proposals Library
Create a Proposal Template
Create a Proposal Template
Proposals - Knowledge Check
Overview
Services Library
Create a New Service - Details
Create a New Service - Terms
Create a New Service - Connect
Create a New Service
Services - Knowledge Check
Overview
Terms Library
Creating a Terms Template
Placeholders
Create a Terms Template
Terms - Knowledge Check
Overview
Emails Library
Create an Email Template
Create an Email Template
Emails - Knowledge Check
Overview
Messages Library
Creating a Message Template
Creating a Message Template
Intro and Next Steps Messages - Knowledge Check
Eliminate the friction by sending your clients a single smart proposal they can read, sign and pay for in one place. Ignition powers this process to enhance your client experience.
Free
Ignition allows your team to create proposals for an individual tax return that can automatically trigger workflow jobs in Xero Practice Manager, reducing the need for manual job entry.
Free
Ignition allows your team to create business proposals containing multiple services that can be split into individual projects to automatically trigger workflow jobs in Xero Practice Manager, reducing the need for manual job entry.
Free
The power of Ignition is the automation and connection to your job management system. Learn how to create proposals and deploy jobs into your practice management system.
Free