New Integration: Manage Proposals, Compliance, and Payments with Practice Ignition

The most difficult thing about sales shouldn’t be writing and sending the proposal. Knowing exactly how many deals you’ve won, what their total value is, and having invoice reconciliation is crucial to running a high functioning organization.

Practice Ignition streamlines your proposal process by consolidating your proposals, compliance, payments all in a single dashboard. Their quoting and proposal management software makes sending personalized and professional proposals a breeze, while their business intelligence dashboard gives you key visual insights with a single click. Plus, Practice Ignition's billing functionality ensures that you’ll never be chasing late payments, and you can always bill on your terms.

Now that Practice Ignition integrates with 750+ web tools via Zapier, you can automate your proposal and billing processes and save your sales teams even more time. Set up Zaps that automatically update deals in your CRM based off of accepted proposals or send new contracts directly to your storage app. Instead of spending time duplicating your efforts by copying and pasting proposal data across multiple software programs, you can automate your tedious work with Zapier + Practice Ignition.

How Practice Ignition Works with Zapier

Triggers

• 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.

• Proposal Accepted: Triggers when a proposal is accepted.

Action

• Create Client: Creates a new client.

Automation Inspiration

Get started with these sample Zaps:

Automatically Create Practice Ignition Clients

Organize Your Contracting Processes

How to Automate Practice Ignition with Zapier

1. Sign up for a Practice Ignition free trial, and make sure you have a Zapier account

2. Try some pre-made Practice Ignition integrations and learn more about how Practice Ignition works with Zapier

3. Check out our Practice Ignition help documentation for details on connecting your account and setting up your first Zap

4. Or login and build a custom workflow with Practice Ignition and Zapier

New to Zapier? It's a tool that helps anyone connect apps and automate workflows - without any complicated code. Sign up for free to use Practice Ignition with Zapier.