What do you like best?
We have been using Practice Ignition since May 2016 (going on a year and a half as of this review and it has streamlined so many tasks. I used to use (and Pay for multiple programs; when I found PI through Xerocon 2015, I was hesitant because of the monthly subscription. After an analysis, I saw I would not only be saving money, but time, and we all know what that means: more money savings. I was using Adobe eSign for online contracts and accepting payments through a myriad of processors: Bill.com, Stripe, PayPal, Intuit, checks... Practice Ignition wiped all that away. I love that there are templates for terms and services that are easy to update and customize per client. All of the payment options are great too: recurring, upon completion (with or without a down payment, estimates (hourly or price range, and clients can setup autopay with their bank or CC and easily update their info themselves. Another best thing: PI integrates with Xero, so the invoices are automatically created each month in Xero and maps the jobs to clients in Practice Manager - another huge plus for our time tracking. The ACH fees and CC discounts are good.
What do you dislike?
The initial setup of products and templates was a monster; so set that time aside (why we switched in May/June after tax season. I adore being able to easily customize a proposal now in a few clicks. The setup of the templates was worth it, and so easy to add new ones and modify existing ones now on the fly. In contrast to the things I love about PI, the downsides are that the auto created invoices, don't automatically get emailed to clients, so that has to be done (can be sent in batch from Xero, but I would prefer an auto sent email reminder be sent letting clients know, instead of us having to send and have customized emails to let people know NOT TO PAY, because it's already being collected. This isn't a deal breaker compared to all the advantages, but I would like to see this feature one day. The integration with Practice Manager (workflowmax can duplicate client names; this may be an error on Xero's side, but easy enough to archive the wrong one. I wish the deposits were 1 or 2 day instead of 3-10 days.
Recommendations to others considering the product
Don't wait. My only regret using Practice Ignition is that I didn't switch to it when I first heard about it.
What business problems are you solving with the product? What benefits have you realized?
Billing, Proposals, Job Creation, Lead Management, Renewals