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Capture and Business Development Contract Managers Proposal Managers Program and Project Managers
Accountants, Bookkeepers and Professional Services businesses.
I love the "new" dashboard as you have click only to do what you need/want to do. Everything about VT is wonderful, time-saving, and FUN.
In the same way that Excel does not do an accountant's job for them - it changes the nature of their work. They no longer worry about arithmetic, but they do have to worry about formulas, etc.
The system is speedy, and technical support is fantastic. The software produces nice excel outputs that are easy to manipulate, and I like that the user may upload as many files and folders necessary.
I get a little lost in all of the available features, but that's more of my own problem in not taking time to better understand the tools available.
My overall experience has been outstanding, and I have been able to deliver quality documents to a variety of clients in less time, saving them money.
It has a bit of a learning curve, and the analysis results can be a little confusing sometimes.
Using VT docs helps our processes run smoother and quicker. I've enjoyed the support from the Customer Success team most of all; they help ensure we're getting the most from the tool.
Except the fact that it is a cloud based solution which can led to problems especially in public tenders I have no other cons at the moment.
The onboarding process with their customer success team is fantastic. Multiple meetings to check in how I was doing and what challenges I was having.
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.
Having tried and tested 4 proposal software I'm really glad I found Practice Ignition. The ease of use, final product and ability to combo proposals and contracts onto one platform has been great.
Sometimes I get lost clicking on things, but it's so minor it doesn't matter. This review requires more words before it submits, but I don't have any - hence this wasteful third sentence.
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.
No real cons, the product does everything advertised. They can always add more functionality, which they continue to do.
Reid did an outstanding job answering all our questions during setup and implementation of this solution.
It can be a bit tricky to navigate between invoices.
Andrew: My name is Andrew, and I'm the Director. I give Practice Ignition a five stars. For more reviews like this, click below. I was considering Go Proposal, and at the time I did not go with that product because it wasn't the full package. There was still some things missing compared to Practice Ignition. It was an all in one system or a product that I could use, and that made things so simple. And also the fact that it integrates with other existing software just cuts out the work, I guess, the double handling of tasks and just made things so much easier. First getting started with Practice Ignition, there was quite a bit of a learning curve, particularly with just setting up templates and things. However, the support that they provided, there was a lot of hand holding and just made things a lot easier with the resources that they had provided. Practice Ignition is really perfect for the sole practitioner that's time poor. The fact that it handles your direct debit payments from your clients, creating proposals and sending them off to your clients and having them sign them, linking that with your CRM, it's an all in one package that really simplifies things and makes things so much easier and gives you less to worry about and less to think about while everything is running in the background. You are able to focus on the work and the more important things in running your business.
VT Docs
Ignition
Top FeaturesVT Docs
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