Ignition

TL;DR

All-in-one platform to manage deals, proposals, contracts, invoicing, and payments from lead to cash.
Collect client payment details upfront and automate billing to eliminate accounts receivable.
Ideal for accountants, bookkeepers, agencies, consultants, and other professional services firms.
Deep integrations with Xero, QuickBooks, Zapier, Karbon, and more to streamline workflows.

What is Ignition

Ignition is a client engagement and billing automation platform that unifies your sales-to-cash workflow across deals, proposals, contracts, invoicing, billing, and payments. Built for service-based businesses, it solves the operational friction of onboarding clients, collecting payment details, automating invoices, and managing renewals—so you get paid on time with less admin. The platform includes a deals pipeline, online proposals with e-signature, engagement letters, a form builder, payments & collections, business insights, and deep integrations with tools like Xero, QuickBooks, Slack, Zapier, Karbon, and Gusto.

Key Features

Online Proposals & E‑Signatures — Create professional proposals with clear service scopes, tiered options, and built-in e-signature to accelerate client approvals and reduce back-and-forth.
Contracts & Engagement Letters — Standardize compliant engagement letters and auto-attach terms to reduce risk while keeping client onboarding consistent and fast.
Payments & Collections — Collect client payment details upfront in the proposal and automate collections post-signature to eliminate accounts receivable and improve cash flow.
Billing Automation & Invoicing — Automate recurring billing and invoice schedules so charges go out on time, every time, with less manual work and fewer errors.
Sales Pipeline Management — Track deals from lead to won with pipeline views that connect directly into proposal creation and client onboarding.
Form Builder (Leads & Clients) — Capture lead and client information with customizable forms that feed directly into proposals and client records.
Business Insights Dashboard — Monitor revenue performance and billing activity with built-in dashboards for faster, data-driven decisions.
Bulk Send & Renewals — Send or renew multiple client agreements at once, streamlining annual rollovers and seasonal proposal spikes.
Client Experience Customization — Add videos and landing pages to proposals, set expiry dates, and use custom domains and email branding to boost trust and conversion.
Integrations Ecosystem — Sync billing and workflows with Xero, QuickBooks, Zapier, Slack, Karbon, Xero Practice Manager, Gusto, ProConnect, and more to eliminate double entry.
Security & Compliance — SOC 2 Type 2 certification and enterprise controls (approvals, reviews) help larger teams scale client engagements safely.

Who is Ignition for?

Accounting and Tax Firms
Bookkeeping Practices
Marketing and Advertising Agencies
Consulting Firms and Advisors
Financial Advisory and Professional Services Providers
Operations Managers and Firm Administrators
RevOps and Business Operations Teams at service-based companies

Key Use Cases & Applications

Automating client onboarding from lead capture forms to signed engagement letters with payment details on file.
Eliminating accounts receivable by charging upfront and scheduling automated recurring billing for retainers.
Sending and renewing proposals in bulk for annual service rollovers or tax-season engagements.
Managing scope changes by instantly updating proposals and billing additional work to prevent revenue leakage.
Syncing invoices and payments to Xero or QuickBooks to keep accounting ledgers current without manual entry.
Standardizing pricing and packaging with proposal templates that improve win rates and upsell opportunities.
Tracking new business in a deals pipeline that flows directly into proposals and client activation.

Pros

Integrated lead-to-cash workflow consolidates deals, proposals, contracts, invoicing, and payments in one platform.
Upfront payment capture and automated billing significantly reduce accounts receivable and late payments.
Robust native integrations with Xero, QuickBooks, Zapier, Slack, Karbon, and more streamline finance and operations.
Bulk proposal send and renewal tools save substantial time during seasonal or annual engagements.
Custom domains, email branding, and rich proposal content (including video) elevate client experience and trust.
SOC 2 Type 2 certification and approval workflows support compliance and scaling in larger teams.
Highly rated by users (4.7/5) with setup assistance included on mid-tier plans.

Cons

Payments are currently unavailable in South Africa, limiting end-to-end automation in that region.
Lower tiers include e-signature and user limits (e.g., 1 user and 1 e-signature per proposal), which can constrain multi-stakeholder approvals.
Active client caps per plan (e.g., 20/50/350) may force upgrades as firms grow.
Some advanced integrations and customization (e.g., Zapier, XPM, Karbon, custom domain/email branding) are only available on higher tiers.
Comprehensive feature set can require onboarding time for teams transitioning from disjointed tools.

Pricing Info

Solo -$49 / month

For solopreneurs with under $150k in annual revenue*

20 active clients
1 user
1 e-signature per proposal
Email & in-app support

Core -$149 / month

Streamline your client agreements, billing and payment collection

Solo plan plus

50 active clients
3 users
Send proposals in bulk
Renew single proposals
Set up assistance included
Custom brochure design included in set-up

Pro -$279 / month

Boost profits and efficiency with more customization and automated workflows

Core plan plus

350 active clients
15 users
2 e-signatures
Renew proposals in bulk
Add videos & landing pages to proposals
Custom domain on links
Custom email branding
Proposal expiry dates
Lead & client forms
More integrations, like Zapier, XPM, Karbon & more
Support response within 4 hours

Enterprise -Custom pricing

For scaling businesses requiring advanced scalability and flexibility.

Pro plan plus

Custom active clients tiers
Unlimited users
10 e-signatures
Proposal reviews
Proposal approvals
Deals pipeline management
Advanced features
Tailored onboarding
Priority support with 1-hour response time

FAQs

Does Ignition offer a free trial?

Yes. Ignition provides a 14-day free trial with no credit card required and no contracts.

Where are Ignition payments supported?

Payments are currently unavailable in South Africa. Availability may vary by region; check Ignition’s payments page for the most up-to-date country coverage.

How does Ignition automate billing and collections?

Ignition collects client payment details upfront in the proposal. Once signed, it automatically issues invoices and charges according to your billing schedule, helping you get paid on time.

Which accounting and workflow tools does Ignition integrate with?

Ignition integrates with Xero, QuickBooks, Zapier, Slack, Karbon, Xero Practice Manager, Gusto, ProConnect, and more to streamline finance and operations.

Is Ignition a full practice or project management system?

Ignition focuses on client engagement and billing (deals, proposals, contracts, invoicing, payments). It complements practice/project management tools and integrates with platforms like Karbon and Xero Practice Manager.

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