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