Whenever you send a proposal, contract, or invoice to a client via email, Bonsai automatically includes a default message. This message can be tailored to align with your brand and include any relevant information.

We allow you to configure separate default messages for proposals, contracts and invoices.

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 set a default version in your settings. Follow these steps to personalize your default messages!

To get started, select your profile icon and select the 'Settings' option:

From here, click on 'Company' within the menu and navigate to the 'Default Messages' tab to access the Default Messages page.

On this screen, input your desired messaging and hit the 'Save Changes' button:

Once the changes have been saved, your new messaging will now automatically be pre-filled when sending proposals, contracts and invoices.