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Accounting & Agency Proposal Automation

Manual PDF Proposals + Chasing Invoices vs Ignition Client Engagement & Billing

Estimate what moving from Manual PDF Proposals + Chasing Invoices to Ignition Client Engagement & Billing costs over 12 to 36 months, including the one-time switch. Then remap your exported CSV headers.

Illustrative estimate, edit the rates to match your quote

Why teams look at this switch: Unbilled scope creep, late invoice payments & manual engagement letter drafting

Cost calculator

Unit rates

CSV header mapper

Rename exported Manual PDF Proposals + Chasing Invoices column headers to suggested Ignition Client Engagement & Billing column names, for reporting or manual data preparation. Not an official Ignition Client Engagement & Billing import format. It runs in your browser; only headers change.

Renamed headers do not make a file import-ready. Compare the result with Ignition Client Engagement & Billing's import template and create any custom fields there first.

Manual PDF Proposals + Chasing Invoices columnIgnition Client Engagement & Billing columnField type
Client_Business_Nameclient_nameSuggested
Contact_Firstcontact_nameSuggested
Contact_Emailcontact_emailSuggested
Monthly_Retainer_Feerecurring_amountSuggested
Billing_Daypayment_scheduleSuggested
Open a .csv file

When moving to Ignition Client Engagement & Billing makes sense

  • Your main cost driver is Unbilled scope creep, late invoice payments & manual engagement letter drafting, and your volume is past the break-even point above.
  • Your team can finish the CSV import and onboarding within the switching budget you entered.
  • You have checked that Ignition Client Engagement & Billing's plan covers the integrations and compliance rules you need.

When staying on Manual PDF Proposals + Chasing Invoices is the better call

  • The one-time migration, re-integration or retraining cost is larger than 12 to 24 months of savings.
  • You are inside a multi-year Manual PDF Proposals + Chasing Invoices contract with early-termination fees.
  • Your workflow relies on add-ons or features Ignition Client Engagement & Billing does not support yet.

How the result changes with volume

Twelve-month totals at half, default and double volume, using the default pricing model and a $150 switching cost.

Volume (Active Retainer Clients)Manual PDF Proposals + Chasing InvoicesIgnition Client Engagement & Billing12-month difference
50% volume (38)$231/mo$81/mo+$1,650
Default volume (75)$398/mo$122/mo+$3,162
200% volume (150)$735/mo$204/mo+$6,222

Questions

How is the total cost of Manual PDF Proposals + Chasing Invoices and Ignition Client Engagement & Billing compared?

Each side's monthly cost is multiplied by the months in the horizon, and the one-time switching cost is added to Ignition Client Engagement & Billing. At the default volume (Active Retainer Clients: 75), the model gives about $398 per month for Manual PDF Proposals + Chasing Invoices and $122 per month for Ignition Client Engagement & Billing.

How do Manual PDF Proposals + Chasing Invoices CSV headers map to Ignition Client Engagement & Billing?

The mapper renames Manual PDF Proposals + Chasing Invoices columns (Client_Business_Name, Contact_First, Contact_Email, Monthly_Retainer_Fee, Billing_Day) to Ignition Client Engagement & Billing columns (client_name, contact_name, contact_email, recurring_amount, payment_schedule) in your browser. Custom fields must exist in Ignition Client Engagement & Billing before you import.

When should a company stay on Manual PDF Proposals + Chasing Invoices?

Stay if the one-time switching, integration or contract-exit cost is larger than the savings over the horizon you care about. The calculator shows that case as a negative result.