CRM
Everything you need to manage your client workflow efficiently
39 articles
Companies and contacts
How to manage your companies and contacts
- "Clients" is now "Companies" - What's changing in Bonsai
- How to create and manage companies and contactsDetails on how to add, edit, and delete company information.
- How to troubleshoot 'Please enter a valid email' message on a correct company email addressTaking a closer look at invalid email addresses and unrecognized domains.
- Activity feed on contact detailsKeep all contact interactions visible in one place.
Estimates
Guide on how to create estimates
Proposal
How to create and customize proposals
- All about proposalsUse proposals to pitch work to new or existing clients.
- Bonsai's proposal templatesUsing Bonsai's predefined proposal templates.
- Marking a proposal as accepted for a clientLearn about how to manually mark a proposal as accepted
- Adding your background to proposals and invoicesIn-depth instructions on how to add your custom background to documents
- Sending proposals via URLHow to share a link for a proposal to send directly to your client.
- Taking upfront payments (deposits) with proposalsLearn how to enable a deposit/upfront payment on a proposal.
- How to set up an expiry (valid till) date on ProposalsSet an expiry date on your Bonsai Proposals
- Exploring if a proposal can be marked as declinedLearn how to identify the status of a proposal and if it can be manually updated.
- Automating invoices when your proposals are acceptedAuto-create a proposal invoice when a client accepts your proposal.
Contracts
Resources on how to create your contracts
- Creating completely custom contractsDiscover two ways of creating custom contract templates in Bonsai.
- Duplicating contractsDiscover how you can make a copy of one of your contracts.
- Editing a contract after it has been sentDiscover how to revert a contract to an editable state.
- How to edit your signature block on contractsDiscover how you can edit your contract signature block.
- How to create a contract templateCreate contract templates to reuse in the future.
- How to edit your contract templateCustomizing our Standardized or Editable contract templates to fit your needs.
- Add multiple recipients to your contractsDiscover if you can CC or copy additional recipients on your contracts.
- How to set an upfront payment/deposit on contractsLearn how to require payment automatically after a contract is signed.
- How to generate a contract URLHow to generate a unique URL to send contracts to your clients via your preferred communication channels.
- Adding a signer to a contractAdd an additional signer to your contracts
- Downloading PDF versions of contractsA guide for how to download your contracts as PDF files.
Forms
Create custom forms
- Embed a Bonsai form on your websiteFollow these steps to embed a Bonsai form on your website contact page.
- Create custom forms and questionnairesSend custom forms, build automations and embed forms directly into your website.
- Access and use form templatesSave your time by using our templates to create your forms.
Scheduling
Create custom booking page
- Set up scheduling and booking pagesLearn how to manage your time with Bonsai's Scheduling feature.
- Set event types with different durationsLearn how to configure meetings with various durations in few simple steps.
- Require payment for scheduled eventsLearn about how to set a payment requirement for client bookings.
- Adding a custom question to bookingsAdd a custom question field to event types for clients to complete when booking.
- Troubleshooting scheduling availabilityLearn troubleshooting methods to ensure that your scheduling availability is set up successfully.
Services
Save time by using pre-built services
Client Portal
Guide on how to use Client Portal
- How to use the Client PortalUse the client portal to collaborate with clients. Share projects, files, and communication in one place.
- Clients uploading files to projectsThis document explains how your clients can upload files to their projects from within the Client Portal
- Sharing and managing tasks through your client portalLearn how to collaborate with companies on tasks in your client portal.