Proposals

Explore all the features of Bonsai Proposals.

9 articles in this collection
Written by Matt Nish, Déborah Rodrigues, and Megan Myke

How Can I Change The Currency On My Proposal?

Change Currency On Proposal

Written by Megan Myke
Updated over a week ago

How Can I Mark A Proposal As Declined?

View The Status Of A Proposal - Declined, Accepted, or Draft

Written by Megan Myke
Updated over a week ago

How Can I View Bonsai's Predefined Proposal Templates?

View Proposal Templates

Written by Megan Myke
Updated over a week ago

How Can I Get The Link To My Proposal To Send Directly to My Client?

URL/Link to view proposal

Written by Megan Myke
Updated over a week ago

How to automatically create invoices from accepted proposals?

Auto-create a proposal invoice when a client accepts your proposal.

Written by Matt Nish
Updated over a week ago

Can I re-use my past proposals?

Saving proposal templates and duplicating existing ones.

Written by Matt Nish
Updated over a week ago

Adding Your Background to Proposals & Invoices

How you can upload a custom background image

Written by Matt Nish
Updated over a week ago

How can I duplicate a proposal?

Duplicating proposals from your dashboard

Written by Déborah Rodrigues
Updated over a week ago

How can I duplicate or copy my proposal?

Learn how one of your existing proposals can be duplicated or copied.

Written by Matt Nish
Updated over a week ago