Proposal
How to create and customize proposals
9 articles
- 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.