Hot on the heels of our Client Billing Schedule announcement, I am extremely excited to announce something that’s very close to my heart – our New Proposal Editor BETA. But, before we launch the confetti cannons 🎉, let me take a step back.
For the past seven years, our platform has enabled your practice to focus less on business operations and more on your clients. We’ve helped you create professional proposals, win work, get paid for it, cut down admin time and improve cash flow.
As we look towards what the next phase of Practice Ignition will look like, we know there’s one key element that sets the best practices apart from the competition: they put their clients first.
To be truly client-centric, practices need a way to define and manage the context of their client relationships, understand how this impacts the services offered to each client, and how this changes over time.
In June, we shared that the future of our product relies on adding value at every stage of the lifecycle between your business and your clients – now we can share more of what that means for your proposal creation experience.A new and improved proposal creation experience
Flexible billing to suit your business needs
On top of this, you can now include multiple options in your proposals as part of our New Proposal Editor BETA. This brand new feature is available for customers on the Professional or Scale plan.
Streamline your sales process by allowing your clients to choose from option A, B, or C, enter their payment information, and sign – in one place! You might like to present three packages, offer different payment terms, or experiment with a new pricing model by giving your clients the choice.
Get going by creating proposals with options in BETA today, or learn more about the many ways to use this feature here.
You can receive early access to the New Proposal Editor through our BETA program while we make sure it’s ready for everyone. We can’t support every use case during the BETA period, so you can continue to use the Classic Proposal Editor for now if you’d prefer.
At the moment, we’re not able to support all our current integrations in the BETA experience – like Xero Practice Manager. We also haven’t released support for some elements in classic proposals – like deposits. Over the coming months, we’ll be making further enhancements. So, while the New Proposal Editor may not support everything you need today, stay tuned for further announcements so you know when the time is right for you.
For more information on the differences between the Classic Proposal Editor and the New Proposal Editor please see our support article.Please reach out to your Account Manager to discuss if the New Proposal Editor is right for you.
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