--- title: "Ignition Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Ignition the right Proposal Management solution for you? Explore 153 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/140861/Practice-Ignition/reviews/" page_type: "reviews" language: "en" --- Ignition 4.7 (153) [View alternatives](https://www.capterra.com/p/140861/Practice-Ignition/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated August 26th, 2026 # Reviews of Ignition Ease of use 4.6 Customer Service 4.8 ## Pros and Cons in Reviews Kelly A Practice ManagerAccounting, 2 - 10 employeesUsed the software for: 1-2 years. “Having a central place to manage proposals created a more efficient workflow and made the experience feel more professional for both our team and our clients. While there was some initial setup and a bit of a learning curve, once everything was in place it became a valuable part of our process.“ May 14, 2026 KM Kaylee M DirectorAccounting, 2 - 10 employeesUsed the software for: 6-12 months. “Being only one stage of the process makes it difficult to work between Ignition with another practice management solution to manage everything else like projects, tasks, etc.“ January 16, 2025 SF Sarah F Director of Human ResourcesAccounting, 11 - 50 employeesUsed the software for: 6-12 months. “I appreciate the ability that Ignition has that allows us to create our proposals as well as ACH authorizations in one place.“ April 18, 2025 Emma J Administrative SpecialistAccounting, 11 - 50 employeesUsed the software for: Less than 6 months. “As a result, we could not get any refund.“ January 12, 2026 Emma J Administrative SpecialistAccounting, 11 - 50 employeesUsed the software for: Less than 6 months. “They have very secure payment storage as well, which put our clients minds at ease.“ January 12, 2026 NR Naomi R BookkeeperAccounting, Self-employedUsed the software for: 1-2 years. “I used to use a similar but cheaper product and it took a lot longer to prepare proposals and still meant I had to invoice customers directly.“ October 30, 2023 Holly P Owner and OperatorAccounting, 2 - 10 employeesUsed the software for: 6-12 months. “Also the quoting options are endless and you can make tons of custom templates“ August 20, 2025 George W CEOAccounting, 11 - 50 employeesUsed the software for: 1-2 years. “A bit lacking in some desired customized functionalities.“ March 25, 2024 ## Showing most helpful reviews Showing 1-25 of 153 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Holly P. Owner and Operator Accounting Used the software for: 6-12 months ### "Super Customizable Quoting and Payments Software" August 20, 2025 3.0 Pros I like how you are assigned a customer service rep and they are very responsive. Also the quoting options are endless and you can make tons of custom templates Cons I find it quite expensive and editing or undoing transactions is quite difficult. I also find the payment processing lead times to be quite long. Alternatives considered [Financial Cents](https://www.capterra.com/p/186837/Financial-Cents/) Reason for choosing Ignition My Business Partner preferred Ignition and was used to it Review Source MH Mathew H. Technology Partner Accounting Used the software for: Less than 6 months ### "Great features, costly for volume or all features." February 20, 2025 4.0 Good experience. The pricing structure is not as competitive especially when using it for smaller engagements. It’s very difficult to link an existing stripe account. Pros Great client interface. Fairly easy to implement. Excellent onboarding and support staff. Offers a lot of features, at an additional cost. Cons Cost increases significantly for each features. No payment integrations except Stripe. Cost gets non-competitive after the add-ons. Without the add-on features the program lacks features included worh other packages Alternatives considered [Proposify](https://www.capterra.com/p/133332/Proposify/) Reason for choosing Ignition Ignition offered more support and larger packages for proposals. Switched from [PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Ignition offers the ability to present a much better proposal and layout for more complex engagements. Review Source JC Joy C. Founder Accounting Used the software for: 6-12 months ### "Excellent proposal software" August 9, 2026 4.0 Overall, very good. It's a solid proposal software program that is easy to set up and use. The onboarding support is amazing. Pros Professional proposals, easy to set up and manage, linked automatically to our custom engagement letter. Cons Billing through Ignition, the processing fees are much higher than what I'd pay to bill directly. You need to be on a higher tier to have a dedicated support person. Review Source VR Verified Reviewer Administrative Specialist Accounting Used the software for: Less than 6 months ### "Cool Product but Pricey" January 12, 2026 3.0 Pros Very cool concept for software to make it easy to send and receive engagement letters and payment. Onboarding process is very thorough, and their support team is extremely helpful. They have very secure payment storage as well, which put our clients minds at ease. Cons It is VERY expensive. We also found out that our current project management software did not integrate with Ignition, so we could not use the software. As a result, we could not get any refund. They only gave (I believe) a 1 week free trial before asking you to sign up/pay with them, which is not long enough to determine if the software will work for you. Review Source Kelly A. Practice Manager Accounting Used the software for: 1-2 years ### "Streamlined client onboarding!" May 14, 2026 5.0 Overall, our experience with Ignition has been positive. It helped streamline our client onboarding and proposal process, making it easier to stay organized and reduce manual administrative work. Having a central place to manage proposals created a more efficient workflow and made the experience feel more professional for both our team and our clients. While there was some initial setup and a bit of a learning curve, once everything was in place it became a valuable part of our process. Pros Ignition has made the onboarding of our new clients much easier. The proposal process felt much more streamlined and organized, and having everything in one platform reduced a lot of manual follow-up and admin work. It made the whole experience feel more professional and efficient. We have also used the platform to reissue letters of engagement for existing clients, helping us to get everything in one place. Cons At times, finding specific settings or making small changes felt less intuitive than expected, so there were moments where it took extra clicks to get where we needed to go, but once you've figured it out its good! Review Source CB Chris B. Managing Partner Accounting Used the software for: 2+ years ### "Ignition Will Help Themselves to Your Money Unjustly" March 28, 2025 1.0 Pros Recurring billing was nice, and having all engagement letters in one place was helpful. Cons Billed me for an annual subscription that had been closed for 6 months at the same time they billed me for a monthly subscription. When pressed about getting my money back I was met with total incompetence. I was told, "the computer randomly billed you." When I asked about getting my money back I was told, "expect to be without funds for 7 business days." Do not do business with these people - They will take money they are not entitled to, and put as many barriers in place as possible to delay returning your funds. BUYER BEWARE! Switched from [Intuit ProConnect Tax](https://www.capterra.com/p/249727/ProConnect-Tax/) Ignition was promised to be a more turnkey and complete product, but no one mentioned they'd help themselves to my bank account outside of my contract multiple times in one day. Review Source AR Andria R. QuickBooks Trust ProAdvisor & Systems Engineer Accounting Used the software for: 6-12 months ### "Everything you need except that one FATAL FLAW" August 5, 2021 3.0 I have tested 100's or Accounting Practise Management Quoting & Re-Occurring Billing systems in my many years as a QuickBooks ProAdvisor and found that of all of them, right now (August 2021), Practise Ignition has the most features you need as an Accountant to run a fully remote and automated firm. HOWEVER, that said, even with all these amazing features that are all in this one software (many are in others, but this one has the most), there is still one FATAL FLAW that (to date) they have not resolved. I do hope they resolve this soon because it is truly disappointing to not have this very basic feature in such a powerful system that has so many other incredible features to offer. No Refunds. That's gotta get fixed if this software is to be used in the Accounting Industry. There are workarounds for this, so for many people and companies, this may not be a deal-breaker for them. It's just that, this is not a cheap software so if you don't have the ability to REFUND your clients instantly when needed, that can really hurt client relationships. I hope that the Refund feature is resolved soon. Then this will be the best proposal and re-occurring payment processing system out there for our industry. Pros The best features include: -Ability to have your lead enter their own Credit Card or Bank Account information so it stays secure when they go to accept the proposal -Re-Occurring Monthly Payments with the ability to set a custom reoccurring date -Ability to add an On Acceptance and On Completion payment as custom dates along WITH a Monthly Re-occuring payment on one proposal -Full Integration with QuickBooks Online (creates customer, invoice, and payment transactions related to all accepted proposal sales so bookkeeping is done automatically for you each time) -When a clients credit card fails, Practise Ignition will email your client to notify them of the credit card failure and your client is given the opportunity and ability to update their payment information on file themselves, putting this risk back on the client and saving you and your practice from having to do any manual entry or additional accounting gymnastics -Ability to add videos to your Proposal and previously created brochures to add beauty & interactive content to your proposals. -Multiple Templates for Services, Proposals, Engagement Agreements etc. -Integration with Karbon for task creation based on items in the proposal Cons FATAL FLAW: NO REFUNDS & MONEY TAKES TOO LONG TO HIT BANK ACCOUNT (4 to 6 days) You can not give your client a Refund in Practise Ignition. That's right, NO REFUNDS. 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. You have to contact PI and ASK them if they will CONSIDER giving a refund to your client IF it is LESS than $2,000. If they approve, then they will process the refund about a week later. This is too slow, in my option. The workaround? They tell you that you should send a check, or use your bank or an outside system to send your client the refund. Which is MORE accounting work (the exact accounting work buying this software was supposed to solve), and since your client entered their own payment info, you don't have it to instantly give them $ back, so now there's more back and forth Correspondance and time-consuming effort needed that only takes seconds in all other comparable software out there. If the workaround is to use a different payment processor solution then one has to ask, "Why am I even using this one?". Now, if you have never given a refund in your life and you think it's so rare that this will happen that dealing with another merchant processor is worth for these one-off occasions, then by all means choose this software because it excels in more places than the competition. Just be warned. Alternatives considered [QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)[17hats](https://www.capterra.com/p/144328/17hats/)[Liscio](https://www.capterra.com/p/180297/Liscio/)[Proposify](https://www.capterra.com/p/133332/Proposify/)[Keap](https://www.capterra.com/p/76390/Infusionsoft/) Reason for choosing Ignition It has more features in one software than any other comparable products at this time. Review Source VR Verified Reviewer CPA Accounting Used the software for: 1-2 years ### "Slow to disburse payments, must check billings are processed, professional interface " August 9, 2023 4.0 My biggest pain point is why they hold onto your money for so long before releasing it. If not for the good reviews, I would be nervous to use them for payments. I asked a customer to provide a payment via ACH so that I can get it quickly, it was debited from their account the day of and I have yet to receive my money on day 8 (business day 6). The software is indicating an estimated disbursement on day 9, so that means you may not receive the money into your account until day 10 or 11. In my opinion, this is excessive for an ACH payment and makes me concerned about their ability to manage cash. I have another payment via credit card that was pushed back an additional day and we're on day 7 and I have yet to receive it. If you are tight on managing cash, ask the customer to mail you a check or use QuickBooks for the invoice, you will get your money much faster. There were instances during tax season where I setup a proposal to collect a deposit at proposal acceptance and when it was time to close out the account, it was never charged, so you should double check your invoices. 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. I have yet to have a dispute from a customer about the contract, so their templates are excellent. The customer names don't integrate well with ProConnect and double your customers, which can be quite annoying. Pros Professional interface for customers, ease of signing proposals and entering payment details for automatic processing. Dashboard for revenue and proposal management. Cons Slow to process payments even ACH payments can take 7 business days. I have found that on several occasions that customer tax return deposits were not processed even though it was setup to pay at acceptance. Expensive monthly fee for small firms. Alternatives considered [TaxDome](https://www.capterra.com/p/186749/TaxDome/)[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) Reason for choosing Ignition Capability to manage proposals, provide customer templates, streamlined payment collection upon proposal acceptance Review Source Beth S. Administrator Accounting Used the software for: Less than 6 months ### "Best Proposal Software Available!" November 21, 2020 5.0 It has been so easy to work with Practice Ignition, and anytime I can't figure out how to do something, our account manager \[SENSITIVE CONTENT HIDDEN\] has been really quick to help me! He even created a workflow map for our process which showed us what we needed to work on/could automate to help our business even more! Pros We initially switched to Practice Ignition because it had the ability to collect payments when clients signed proposals plus it could do the reoccurring billing for us at the same time instead of us having to set it all up in QB. Clients can update their own payment settings, an the proposal process is really easy. Recently, they made changes which allow us to present multiple options within one proposal, as well as do variable billing and it has made things even better! Their support and webinars are incredibly helpful and we are so glad we switched to them! They really understand what we need for proposals and the bulk creation through support will definitely be helpful when tax season comes! Cons The thing we liked the least was we couldn't send options within the same proposal like we did in our old proposal software, but that's changed now! I think the only other issue we really still have is the ability to collect international payments Alternatives considered [FieldPulse](https://www.capterra.com/p/153475/FieldPulse/) Reason for choosing Ignition Practice Ignition seemed like they were working on more things that we needed and the customer support was much better when going through the free trial! Switched from [Nusii](https://www.capterra.com/p/138512/Nusii/) Nusii doesn't collect payments Review Source LB Lori B. Office Manager Accounting Used the software for: 2+ years ### "Streamlining Client Engagement and Billing for Accounting Firms" April 4, 2025 5.0 Pros Ignition is most helpful with simplified client onboarding processes, integrated billing and payments, customizable proposals and service transparency. Cons I do wish Ignition integrated with more of our current software. Review Source TS Terri S. President Accounting Used the software for: Less than 6 months ### "Ignition is the Answer to Our Proposal Headache" March 7, 2025 5.0 Customer service has been great! They help to set us up for success. Pros How easy it was to create a new proposal. Saved a lot of time. Cons Haven't found anything we don't like so far. It has been 4 months and we are very happy. Alternatives considered [Canva](https://www.capterra.com/p/168956/Canva/) Reason for choosing Ignition Customer service, Referrals by colleagues Review Source FS Feroz S. Accountant Accounting Used the software for: 2+ years ### "Amazing Product for Accountants/Bookkeepers alike" July 18, 2024 5.0 My business has grown over 200% since i started this platform and the payment process has been smooth and very effective one. Pros You have proposal , Document manage, and digital signature along payment system. it basically solved 4 problems in one platform Cons the time it takes money and distribute from banking of a client as opposed to credit card. Review Source DE Deborah E. President Accounting Used the software for: 2+ years ### "We Love PI!" September 8, 2021 5.0 We love Practice Ignition it has been the platform we have built our business growth on for the past 4 years since implementation. We have grown 10% per year since then; and the fact that everything is streamlined from proposal to billing to collections to accounting in our QB company file has been a game changer. We are spending far less time doing administrative tasks and our accounts receivable has gone from over $80K per month to less than $20K at any given time. I would highly recommend this app to any practice that is looking to grow and sreamline! Five Stars! We love PI! Pros The ease of use and the interface to the client. Getting paid right away for our services and integrating into our firm's QBO so that we can easily track our clients' billing. The training and support offered are very valuable. Cons We would like to be able to issue refunds to our customers using PI but thus far we are not able to. Also we would like to build in a surcharge for credit card payments but that is not an option. Review Source PR Peter R. Director Accounting Used the software for: 6-12 months ### "Engagement letters on Steroid makes getting paid FUN!" September 30, 2022 5.0 great tool freat support its a value add, you know when the sales guys start talking ROI and comapring the time savings then your eyes glaze over cause you know obviously its not as good cause they have to work to sell it, ..... well Ignition app really does give an ROI without having to Pros makes it easy to prepare, send and get paid, whilst making the client aware of exactly what you are doing and what is expebted of THEM Cons only like to be able to have 2 or more signatories but that is minor issue Reason for choosing Ignition dont recall think it looked like it was fun to throw together the proposals and get the payemnt details Review Source VR Verified Reviewer Director, Strategy, Planning & Operations, Global Air Marketplace Product Management Information Technology and Services Used the software for: 1-2 years ### "The best tool for ready-made proposal templates." February 6, 2021 5.0 For me, Practice Ignition is really good software and has helped me a lot in uplifting my business and it has proved as a game-changer for me with its extraordinary features. By using its readymade proposal templates I have managed to save a lot of time thus giving it to my clients and I have seen a customer engagement prompt and simple too with practice ignition. Also by its automatic payment, we don’t have to bother our customers every month. Pros I have seen it as a really good and helpful software that has eased my work as it has combined different objectives and tasks and provided them to me on a single platform thus making work more efficient and less time taking. I must admire its ability of Direct debit collection and invoices in soft. It has transformed the power of a single click as I can now send a large engagement with just a single click. It is structured and well organized and with it, I am not able to keep track of proposals which has helped me in modifying my relation with my clients thus resulting in client satisfaction. Cons The switching option between different templates is also missing in it and also a single proposal sent with a single option bothers me as I think there should be an option of multiple options in single. Review Source TE Tracy E. CEO Accounting Used the software for: 6-12 months ### "Thoughts on Ignition" November 22, 2023 4.0 This is an expensive product for a relatively small business but takes away the risk of missed bills and also looks after direct debiting without a third party product. The automatic weekly billing is gold. Pros The biggest pro for us is the automatic billing once a customer has signed and the fact that most customers do not ask about direct debiting they simply provide details and sign. This is wonderful as cash flow is never an issue. Cons Manual billing is our least favourite side. We understand why it is there but we could set this up directly in our accounting software rather than running it through ignition as it has little value. Having said that we do use it to keep the billing moving forward and to remind us it is yet to be billed. Review Source DD Diane D. MD Accounting Used the software for: 2+ years ### "PI has been a game changer for our business in a period of growth" December 10, 2020 5.0 We were spending a lot of time on engagements, especially as a growing practice. We also were making mistakes (as using word) and PI has proved invaluable. We started using it in 2017 and would highly recommend to businesses who need to engage clients / send terms of business etc. We link with XPM and Xero, and I think we need to iron out a few issues (mostly XPM related!), but could not be without it. What used to take a few hours and not look great, now takes 5 minutes and creates a great first impression. We attach our brochure and kick of the process of engagement / job set up / invoicing etc. Also better control over changes in terms etc - just one place to keep up to date. Pros A one stop shop for a great looking engagement letter that links to our job management system, creating the jobs and importing the client info. Cons I look forward to more features being added with the integration with XPM, so recurring dates can be more flexible, budgets imported against jobs. But I am confident this is advancing all the time which is great. Review Source RK Rita K. Director Accounting Used the software for: 2+ years ### "Great Software Tool for Onboarding Clients" March 25, 2024 4.0 Ignition has made proposal process easy and fee collections as well. Allowing for budgeting and cashflow consistency. Pros The ease of having it all in one place and the ease of onboarding new clients and newing existing. Cons Expensive compared to my other digial software licenses. Alternatives considered [Karbon](https://www.capterra.com/p/156181/Karbon/) Review Source MK Melanie K. CEO Accounting Used the software for: 1-2 years ### "We love Ignition" September 21, 2023 5.0 Pros Everything about ignition is user-friendly and geared to make life easier when moving a client through the process. Once we create a proposal in Ignition, it is set and forget it. The entire process from the client accepting the proposal to the payment being captured is automated through Ignition. We never have to chase down payments for monthly services from clients. Cons Nothing, the system works great and they are constantly improving it. Switched from [HoneyBook](https://www.capterra.com/p/162588/HoneyBook/) Ignition is geared towards accounting firms. Review Source PN Peter N. Director Accounting Used the software for: 1-2 years ### "Software update" October 27, 2023 4.0 Good - but I will keep reviewing as the project continues. We have not yet integrated any other products. Pros It links to Xero, XPM and to FYI. We are currently moving to the cloud for most software and a key criterion was to have as much automation of the back office as possible. Cons Not all templates are visible. This means that it is not always possible to reword a message that a particular client would find too informal. Review Source WH Wes H. Owner Accounting Used the software for: 2+ years ### "AR Automated" December 4, 2020 5.0 First class experience with the whole PI team and the PI software. As mentioned above, it is a game changer for us. Pros We have been using Practice Ignition for over three years now. its a no-brainer and a game changer. Having my AR 100% automated has saved us a lot of time performing AR/Collection tasks. It also greatly helps with our cash flow as it auto charges each client each month at the begging of the billing period as opposed to the end. PI is easy to use and does it all. Cons It does take 5-7 business days to receive the deposit, but I believe this is beyond the control of PI. Reason for choosing Ignition Ease of use AR Automation Customer Service Options and Features Professional Looking Proposals Customization Review Source Tom P. Business Advisor Accounting Used the software for: 1-2 years ### "Practice Ignition - Review" June 29, 2016 4.0 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. Pros All in one solution. Client engagement documents, jobflow deployment, billing. Cons Can take a while to get your head around. Review Source ND Naomi D. Owner Accounting Used the software for: 1-2 years ### "The best " October 25, 2023 5.0 Ignition setup and integration were easy and it made my proposal process enjoyable. Pros Ignition has eliminated many steps from my work and created a unique way to interact with potential clients. Cons I'd like to see updating a current contract a little easier. If you have to add a service to a client with an existing contract. The process was a little confusing. Review Source AV Adam V. Director Accounting Used the software for: 6-12 months ### "Ignition " April 5, 2023 5.0 Ignition helps with cashflow management with payment options built into the proposal. This ensures invoices are paid within payment terms. It also allows clients to pay weekly or monthly installments for work completed over the course of a year. Pros Easy to use and deploy in organisation. Easy for clients to use. Automated payments and collection from customers. Fully customisable to suit business processes and practices. Cons 5 days to receive money from a direct debit on a customer's bank account. 3 days would improve the experience. Review Source VR Verified Reviewer Owner Financial Services Used the software for: 2+ years ### "The BEST Payment Processor / Engagement software" March 22, 2019 4.0 Great and their customer service is excellent. Pros It's saved me a ton of money in two instances where a client tried to back out of paying for work that was already in process or completed. I have an accounting firm with larger clients. I have the software set up to only accept ACH, which gives me more control over refunds / charge backs. I love that it has everything together: the engagement letter, the scope of work and the payment all in one. Cons The user design is just ok. It's not bad but there's a lot of manual data entry in the beginning. 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