CRM
Everything you need to manage your client workflow efficiently
38 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
The Estimate builderPlan your projects and assess your profitability with the Estimate builder.
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.
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
Services librarySave time by using pre-built services for proposals and invoices.
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.