Collaborating with Clients

The client-project view is a great way to collaborate with clients without requiring them to change their process at all.  At its core, it's a simple way for them to keep track of their payments and project documents without needing to create an account.

When you send a proposal, contract or invoice to clients, they
automatically have access to their project view.

All they need to do is click the link in the navigation to view a helpful page with their project details.

From here, they can see all outstanding and paid invoices, as well as the project's proposals and contracts.

If they decide to create a Bonsai account, they can even send you files and messages (securely encrypted).

Collaborating with Team Members

Projects are also a great way for your own team members to keep track of all the project documents and outstanding payments.  You can see how much time is unbilled, add private notes (only visible to your company) and easily manage invoices together.

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