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.
Why teams look at this switch: Unbilled scope creep, late invoice payments & manual engagement letter drafting
Cost calculator
CSV header mapper
Rename exported Manual PDF Proposals + Chasing Invoices column headers to the names Ignition Client Engagement & Billing expects. It runs in your browser. Only headers change and values are kept.
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 column | Ignition Client Engagement & Billing column | Field type |
|---|---|---|
| Client_Business_Name | client_name | Suggested |
| Contact_First | contact_name | Suggested |
| Contact_Email | contact_email | Suggested |
| Monthly_Retainer_Fee | recurring_amount | Suggested |
| Billing_Day | payment_schedule | Suggested |
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 Invoices | Ignition Client Engagement & Billing | 12-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.