Bonsai has a large variety of different built-in proposal templates to choose from, in the event that you needed assistance with designing the perfect proposal for your client.
To view our proposal templates, navigate to Client Management > 'Proposals'. Next, select "New Proposal":
From here, you'll be able to select from a variety of different templates, ranging from a Blank Proposal to a unique proposal template that would better match your use case.
Create your own proposal templates
You can create your own proposal templates by selecting the 3 dots in your proposal > select "Save as Template":
Once your own proposal templates are created, they can be found directly from the 'My Templates' page on the 'Proposal' page.