# Page 4 | Ignition Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - Is Ignition the right Proposal Management solution for you? Explore 151 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/140861/Practice-Ignition/reviews --- Ignition 4.7 (151) [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 April 14th, 2026 # Page 4 - Reviews of Ignition ## Showing most helpful reviews Showing 76-100 of 151 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use OE Olly E. Director Accounting Used the software for: 2+ years ### "my review" June 8, 2020 5.0 Truly fantastic customer support and onboarding support. they have gone way over above and beyond to get us up and running Pros Deals with onboarding compliance like letter of engagement and taking payment option Cons no complex billing scheduling (coming soon) Alternatives considered [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Reason for choosing Ignition Ability to standardise services in proposals, roll over proposals next year, Support, ongoing product development Review Source MG Michele G. Registered BAS Agent/Bookkeeper Accounting Used the software for: 2+ years ### "First Impressions" March 23, 2022 5.0 We choose to work with apps who are listening to us and not just telling us what we can have. The team at Ignition keep the improvements and training coming to keep us engaged. Its always exciting to see what they are working on to streamline our engagements even more. Pros You only get one chance to make a first impression. Present your client with a professional branded brochure and proposal from Day 1. Cons Options are only available for larger practices. Switched from [Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/) Word was too painful and too easy to make errors. Very time consuming. Review Source DJ Donna J. Senior Accountant Accounting Used the software for: 1-2 years ### "Practice Ignition is a Game Changer" December 17, 2020 5.0 This product has a lot of functionality but the engagement letter process gets an A+. It provides a very professional and polished presentation for our clients. It is also easy to use and implement. Pros Practice Ignition delivers a professional, eye catching engagement letter quickly and efficiently. The support team goes out of their way to ensure a successful implementation and the product is easy to use. Cons One drawback is that the support team is located in Australia which poses some timing challenges. Alternatives considered [Nintex Process Platform](https://www.capterra.com/p/141379/Nintex/) Reason for choosing Ignition We selected this product because it efficiently and effectively batch delivered engagement letters. Review Source LK LAZARUS K. Director Accounting Used the software for: 1-2 years ### "Tracking categories " July 17, 2019 5.0 Pros I love that: 1. You can attach a business profile with your proposal 2. Show a breakdown of your services and give a brief description of each. This really adds value 3. Set up reminders for clients to accept proposal 4. Send invoices directly to Xero once a proposal is accepted 5. With the help of Zapier, send work flows to Asana Cons The challenge is that the invoices sent to Xero are sent without their tracking categories. One has to manually update these invoices for tracking categories. A feature that send these invoices with tracking categories would be great. Review Source Billy D. Writer, Performer, Entertainer, Artist Law Practice Used the software for: 2+ years ### "Onboarding and ACH-based collections are a breeze" November 14, 2018 5.0 Practice Ignition allows us to quickly onboard new clients within a set menu and use recurring monthly payments to eliminate the hassle of billing and collection. Pros Ease of use and the ability to deploy standard engagement terms seamlessly while enabling recurring payment. No need to bill or collect; just set it and forget it! Cons It's challenging to navigate to some of the more wonky screens, like the payment enabling. Review Source BD Benjamin D. Practice Director Accounting Used the software for: 2+ years ### "Practice Ignition" October 30, 2020 4.0 Good. Pros Easy/intuitive to use and well priced. Much more organised than paper engagements. Cons Has a few bugs from time to time which prevent it doing what you want it to. Search function not that intelligent, could do with more reporting/data analysis/Excel export functionality. Could also do with the ability to attach more than 1 PDF. Review Source TK Travis K. Accountant Financial Services Used the software for: 2+ years ### "Great website for creating client engagements" September 22, 2020 5.0 Practice ignition save us heaps of time and this means we get to spend more time on value add work rather than chasing bills. Pros Practice Ignition has helped get a lot of our clients onto fixed fee payment plans this means we don't have to chase bills and its all easy to manage in one place. Cons It can be a bit confusing to get set up. I highly recommend using their tutorial videos to get an idea of what the software is capable of. Review Source Sam H. Owner Accounting Used the software for: I used a free trial ### "Awesome customer support - but a pretty high price point!" June 8, 2020 4.0 In my trial I felt it was a powerful, easy to use system. Unfortunately, the high price put me off moving my proposal/quote management system over to PI. Perhaps in the future once my business is larger, but not at this stage. Pros I Like that PI streamlines the entire proposal making process meaning that I can easily and quickly send out proposals to clients. Also, the digital signature ability makes signing documents super simple. Also, I'd like to give a special mention to \[SENSITIVE CONTENT HIDDEN\] the PI service rep who reached out to me at the very beginning. He was extremely helpful and very knowledgeable and he helped me out with all the questions I had. Cons I felt the entry price point was a bit high. At 75 USD a month, I didn't feel like the additional functionality was worth the extra price. Especially for a small business owner like myself. PI's closest competitor - Hubspot offers more or less the same functionality at $40 a month for their Sales Hub package. I feel that the if the price point was lower or if they had a lower entry package I would have gladly signed on with PI. Review Source DB Dwayne B. Officer Accounting Used the software for: Less than 6 months ### "Watch Your Chargebacks" July 10, 2019 2.0 It's going to be easier and to be more in control of my clients since it doesn't matter there's no recourse once Practice Ignition chooses to believe the other person instead of the people paying for the service. I can do the same thing and work directly with any challenges instead of just sucking it up and losing thousands more. Pros After getting used to it, it didn't seem bad at first but then the charge backs hit without any formal notice nor warning. Cons A former client said they didn't receive the services, Practice Ignition asked me to defend the potential charge back but then it was a waste of my time to do anything because they took back the entire amount, on top of already having charged me for the merchant fees. Review Source Response from Ignition July 17, 2019 Hi Dwayne, My name is Tom Maxwell and I'm on the leadership team at Practice Ignition. I'm truly sorry you had this experience but please allow me to clarify your concerns here: Unfortunately, your client disputed your charge which initiated an immediate reversal by the clients' bank. Immediate reversals are completely out of our control, which is no different to any payment processor, (including Intuit, as an example: https://intuit.me/2JNFyzg). As soon as we were made aware of the dispute, we immediately contacted you, and as a standard practice, we offered to submit evidence on your behalf. We also asked you to submit more evidence that the dispute had been resolved between you and your client, to strengthen your case. You declined to take up this offer. Dwayne, please know we are here to help in circumstances that fall outside our control. We are sorry your experience went this way and we hope that we have the opportunity to win back your trust again. BC Brian C. Owner Accounting Used the software for: 1-2 years ### "Great product, takes the headache out of collecting and accepting payments" October 19, 2023 5.0 Pros Payments - and how it eliminates steps for my business Cons The cost of payments is too expensive, and the delay of receiving in my bank. Alternatives considered [Rotessa](https://www.capterra.com/p/170269/Rotessa/)[PandaDoc](https://www.capterra.com/p/131735/PandaDoc/) Review Source Andrew B. Director Accounting Used the software for: 2+ years ### "So easy and EFFICIENT " September 12, 2018 5.0 Incredible customer service and support. They seriously go above and beyond. Pros Zero debtors problem! Integrates with Xero & Xero Practice Manager so workflow and sending of client invoices is automated Cons No smartphone app/access. Delay in receiving client funds when not using credit card. Review Source KS Kate S. \* Accounting Used the software for: 2+ years ### "Love Practice Ignition" August 29, 2018 5.0 Great results from clients. Makes interactions with clients current & new so much easier, they know what we are offering, price and everything is explained in one document. Pros Easy to use and great results. You can set up as many templates as you like. Cons Nothing! It's all so very simple, anyone can use it Review Source Response from Ignition August 31, 2018 Thanks for your review Kate! We really appreciate it :) NL Nicole L. Director Accounting Used the software for: 2+ years ### "Ignition totally changed our business" March 22, 2022 4.0 The setup process changed the way we think about billing - moving to fixed fee saved so much time compared to hourly billing, has smoothed out our income and helps our clients budget. We now review pricing much more regularly and it’s easy to update our terms and conditions and roll it out across our whole client base. Ignition helps us look more professional. Pros We’ve been using Ignition for more than 5 years, and it has revolutionised our business, we are able to send digital proposals with a brochure to our existing clients and potential clients, so we can start the relationship the way we intend to continue - paperless! Cons Pricing is designed for bigger accounting firms, not small bookkeeping businesses Review Source LR Laura R. CEO Accounting Used the software for: Less than 6 months ### "Exactly what we needed" April 28, 2019 5.0 The overall experience with Practice Ignition is excellent. The setup process improved our sales process. This solution gets us out of email and portals with passwords. It does the heavy lifting for an important moment in the sales process. And it looks great doing it! Pros This app is the perfect tool once you've determined what service plan is right for your prospect. We use another tool for needs assessment and pricing. Practice Ignition seals the deal. What I like most about Practice Ignition are its robust features. It's a great experience for the prospect and designed for them to receive a proposal via web or mobile. Payment solution is built in. Integration to QuickBooks & Zapier lets you plug this into your tech stack to record revenue, payment and then zap the new order to your workflow management tool for onboarding & service delivery. The templates and service descriptions let you customize to your liking. The support center is more than helpful; it taught me how to create a better sales experience. The dashboard gives you a bird's eye view so you can follow through on closings. Cons I cannot think of one thing that we do not like about this software. I especially appreciate that it does not clutter its mission with a lot of other data. It does its job and it does it well. Review Source Sahil R. CEO, Founder Accounting Used the software for: Less than 6 months ### "Value for money "Zero"" April 13, 2018 4.0 Pros I am using this app for my practice, on the outset PI team has done a great job, it has saved me a lot of time in so many aspects but for the amount of money they charge every month and the services that are available in Canada, its hard to put a value for money tag on this app.I like the functionality of PI, but for a app like PI which is so new to practices in Canada having such a bad customer support and no option for debit transactions is causing the app to go down so much in value for money grade. Cons Review Source SL Sarah L. Practice Manager Accounting Used the software for: 6-12 months ### "Excellent - so efficient!" December 22, 2020 4.0 Pros Practice Ignition has made our onboarding and proposal process seamless. The proposals are clear and concise which our clients love. It has certainly improved our invoicing and \[SENSITIVE CONTENT HIDDEN\], our account manager, is brilliant - terribly helpful and patient. Cons When invoicing on completion is selected, it would be good if once the proposal is marked as complete, the final invoice is sent, rather than having to manually push it through. Review Source CW Chris W. Partner Accounting Used the software for: 6-12 months ### "Ignition is a must" February 21, 2023 5.0 Great experience so far. I can't believe it took us so long to really give it a try and fully utilize the bill payment functionality. Pros I love the custom templates and ability to collect payment upon signing the engagement letters. It save us so much time and not having Accounts Receivable anymore is a game changer. Cons There should be an option to pass on credit card fees directly to the clients that choose to use a credit car for payments. Review Source KG Karen G. Executive Assistant Accounting Used the software for: 6-12 months ### "Create a Proposal - And forget about it. Practice Ignition Thinks for you" August 3, 2018 5.0 We set up all of our billing through Practice Ignition. Clients need to put in their credit card details or banking details before they can accept/agree to a proposal. This means one less thing we need to do - chase payment from our client. The only time we need to do this is if a payment is not able to be collected. Overall, a very simple, brilliant program to use. I love the HelpDesk as they are generally very quick to respond to our queries, no matter how trivial. Setting up a proposal for my Manager to review prior to it being sent is a brilliant little feature also. I recommend trying this for yourself. Pros Where to start. From setting up templates for future use, to sending reminder emails of when the proposals are signed, due for expiration, weekly review, to quick turnaround times from the help desk - what's not to like? Cons Not to be negative on a great product, but if you're looking for an invoice, you need to open each proposal for the client in the proposals list to be able to access the invoice tab, to search through each invoice to find the one you need. On the upside, as soon as the invoice is raised it sent to Xero which is time saving plus! Review Source LM Leticia M. CEO Used the software for: 2+ years ### "Brilliant, saves me hours." October 24, 2017 5.0 Pros \* Saves time (proposal writing went from 3 hours to 15 minutes!!) \* Saves money being left on the table \* Enables digital payments including direct debits \* Enables the sales process to scale \* Usable and functional \* Support is A1 and the team's communication is fabulous Cons The navigation. 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. Review Source DL Darcy L. Customer Relations & Marketing Accounting Used the software for: Less than 6 months ### "Makes Receiving back Signed Proposals So Quick & Easy!" May 1, 2023 5.0 Pros In other years we would have to work so hard to get signatures for Engagement Letters but with this systems there is no chasing clients around. They have to sign and accept the Proposal & Engagement prior to us doing any work. Cons We are still pretty new to Ignition, as we use more aspects of the Software we may find things that work better for us. Review Source PY Paul Y. CEO Accounting Used the software for: 2+ years ### "Practice Ignition is key to managing the work we do for our clients. " October 23, 2017 5.0 Streamlined our proposals for providing package services and integration into Xero Pros It is simple to use and integrates beautifully with Xero Practice Manager which allows us to manage our work from proposal stage to progress billing to completion of the project. Cons Review Source BG Brett G. Owner Used the software for: Less than 6 months ### "Pleasant setup and support. Wonderfully streamlined practice!" March 8, 2018 4.0 This software saves me time on administrative work and provides my clients with a clean, nice looking proposal and limits the number of login accounts they would need. Pros This software will standardize your proposals and engagement letters. I don't like having my stuff spread across multiple platforms and this does a great job at consolidating many of my tasks to one solution. I can create general "jobs" that I would do for a client and enter my engagement letters separately. Using software specific tags, I can customize the engagement letter and work to be done to each client without having to use the find/replace feature in Word. They will sync my accepted proposals into accounting software and collect payment (they use Stripe). I can set up reoccurring/ monthly agreements or one-off. Very happy I found this and wish I had found it sooner than I did. Cons It would be nice to change the display settings of my services I offer and templates I've created. Having the ability to only view services of a certain type would help when setting up the system as well as when I'm searching for the correct service to add to a client's proposal. Review Source GA Giovanna A. Assistant Accountant Accounting Used the software for: 2+ years ### "Practice Ignition is a great tool and perfect for organizing proposals" October 23, 2017 5.0 Pros great for proposals and cash flow very flexible with different ways of payments, if the client is right infront of you they can check the email right through there phone. Cons the only complain is having to wait 2 weeks for the disbursal, everything else with Practice Ignition works great. Review Source SG Samit G. Director Accounting Used the software for: 1-2 years ### "Automated Engagement letters" February 3, 2021 5.0 Excellent Pros The ease of creating engagement letters and the automated follow up of clients Cons I would like enhanced flexibility with the pricing of services Reason for choosing Ignition It was part of the software suite that is available to TaxAssist franchisees Review Source Philip Caplan - The C. Principal Accounting Used the software for: Less than 6 months ### "I've been waiting for something like this for an awfully long time!" July 28, 2017 5.0 Pros There are 2 aspects of the software which are really fantastic: 1. The way the engagement templates are set up alleviates the need for constant adjusting of a standard letter to fit the needs of a particular client. Additionally, it is easier to highlight all the extra services that you provide clients normally don't highlight. 2. The presentation of fees and payment schedule and in particular for fixed fees is excellent and clients are more easily engaged. Cons There really is nothing I don't like about the programme. like all new programs, there is a learning curve and sometimes a need to do things in a slightly different manner than previously. 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