Build automated client billing and engagement letters in Ignition

Learn how to create professional pricing proposals, engagement letters, and recurring payment collection in Ignition to streamline your practice billing.

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Get started with Trinity

Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows Ignition sitting right next to you.

What happens when you click "Start with Trinity"

1
Connect your microphone
Give permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
2
Share your screen
Share the screen you are working on so Trinity can see what you're doing and provide guidance.

Step-by-Step Guide

Step 1Set up your service catalog

Step 2Build proposal templates

Step 3Configure engagement letter content

Step 4Set up payment collection

Step 5Create a new client proposal

Step 6Send and track proposals

Step 7Automate renewal proposals

Get started with Trinity

What happens when you click "Start with Trinity"