How can I set default messages when I send a proposal, contract, or invoice to my client?

Step by step guide to setting up default messages for sending a proposal, contract, or invoice to your client.

Written by Matt Nish
Updated over a week ago

Whenever you send a proposal, contract, or invoice to a client, Bonsai inserts a default "personalized" message:

Which appears in the email the client receives:

Instead of re-entering that message each time you send a document, you can set a default version in settings individually for invoices, proposals, and contracts.