Both companies claim to work well with Karbon, but I’d like to know about your experience and why you chose one over the other. We’re leaning towards GoProposal, but it appears that most Karbon users using this type of app prefer Practice Ignition. Does Practice Ignition integrate better? Is there less manual work in Karbon after signing an engagement? Please share your experience so we can make an informed decision.
@Marshall Martin, welcome to the Karbon community! 😁
We use GoProposal. I like some things, but I don’t recommend it for these reasons:
The only integration value I experience from GoProposal:
I like the presentation of the proposal and engagement letter PDFs. The other integration features are either value negative or neutral, in my opinion.
We use Ignition...
The one downside for us is that you have to engage every time you want to charge more. For example, if we do an ad-hoc service we can’t just auto bill the client, we have to create an engagement letter that they have to execute. We found a work around, if there are ad-hoc services that are highly likely the client will need we add them as “as-needed” services and select to bill manually. That way the client already accepted them and when we do the work, we can go into Ignition and bill the time without having to create a new EL.
We have our work templates integrated with Ignition on a 1:1 relationship to the services. The work is then assigned to a “ghost” user in Karbon so we can determine what work is new vs old. I like this type of relationship because we never have to wonder if the work was setup correctly, if the client engaged then we have it in Karbon. We have the same problem as Max in that the work’s start date and end date correlate to the start & end date for the proposal, for us this is something we have to adjust as we are assigning the work to our team.
In comparision to what Max is saying about GoProposal, I like the emails from within PI, you can share links to the proposal and it sends auto reminders to clients that they need to complete the EL. We have videos that we include with the EL, one when they receive it along with a personalized note about the engagement, a PDF about our timeline and processes, a thank you video when they complete the EL along with another note about what to expect next. It’s a very clean process and allows us to customize to our branding very well.
Overall the customer service at Ignition has always been very helpful if I ever need anything.
My experience with Practice Ignition customer service have been horrible. When I left a bad review of the product and told others of my experience their head of customer service had my account removed and banned me from the platform. If you have a small or minority owned firm I do not recommend working with them. Also, for some reason, the company doesn’t seem to be growing. Their customer base is small and, last time I checked, they’re creeping away from their core brand and trying to broaden the appeal of the product to other professional besides accountants (I don’t like that).
1 star do not recommend
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