Whenever you send a proposal, contract, or invoice to a client via email, Bonsai automatically includes a default message. This message can be customized to:

We allow you to configure separate default messages for:

Here's an example of the messaging that is pre-filled when sending an invoice:

This messaging appears in the email the client receives.

Instead of retyping your preferred messaging each time you send a document, you can save a default version in your settings.

To do that:

When editing your default messages, click into the desired text field to access the formatting toolbar.
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You’ll also see a "+" Quick Insert option, which allows you to insert additional formatting elements such as:

Once you finish editing your messaging:

Your new messaging will now automatically pre-fill whenever you send:

At this time, default messages do not support:

This means information such as:

cannot automatically populate inside your saved default messages.
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Any personalized information will need to be added manually before sending the document.