Practice Ignition is everything you need to create winning proposals, get paid and manage your growing client base.
Proposal & Invoice Management
Practice Ignition
Practice Ignition is everything you need to create winning proposals, get paid and manage your growing client base.
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DataScope
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Practice Ignition is a proposal and invoice management tool that offers everything you need to create winning proposals, get paid, and manage your growing client base. With its central dashboard, Practice Ignition makes it simple to track all of your proposals and any associated revenue. You can see projected totals, invoiced revenue, and how much you've actually collected in payments—all in one place. You can easily keep this data in line with your records by connecting Practice Ignition and an app like your CRM. Zapier can update deals in your CRM, for example, whenever a proposal is approved in Practice Ignition. Or, to help stay on top of all of your projects, you can use a Zap to send notifications to your favorite chat app any time a proposal is approved.Read MorePractice Ignition also helps you track clients and all the work you've done for them. By clicking on Clients in the left-hand toolbar, you can see a list of your customers. To make sure this list is always up-to-date, you can use Zapier to automatically add new clients to the app whenever a new client fills out a form on your website. As an all-in-one proposal tracking solution, Practice Ignition can help you manage your projects and track how much they've earned. With a few key integrations, your proposal management can be truly seamless from start to finish.
Integrações
Contract Accepted (Legacy)
Triggers when a contract is accepted.
Ping
Test trigger endpoint for Zapier.
Proposal Accepted
Triggers when a proposal is accepted.
Proposal State Changed
Triggers when a proposal's state changes.
Service Accepted by Client
Triggers for each service in an accepted proposal. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.
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