Bonsai

Use proposals to pitch work to new or existing clients.

All about proposals

Using Bonsai's predefined proposal templates.

Bonsai's proposal templates

Learn about how to manually mark a proposal as accepted

Marking a proposal as accepted for a client

In-depth instructions on how to add your custom background to documents

Adding your background to proposals and invoices

How to share a link for a proposal to send directly to your client.

Sending proposals via URL

Learn how to enable a deposit/upfront payment on a proposal.

Taking upfront payments (deposits) with proposals

Set an expiry date on your Bonsai Proposals

How to set up an expiry (valid till) date on Proposals

Learn how to identify the status of a proposal and if it can be manually updated.

Exploring if a proposal can be marked as declined

Proposal

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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