Bonsai

Discover two ways of creating custom contract templates in Bonsai.

Creating completely custom contracts

Discover how you can make a copy of one of your contracts.

Duplicating contracts

Discover how to revert a contract to an editable state.

Editing a contract after it has been sent

Discover how you can edit your contract signature block.

How to edit your signature block on contracts

Create contract templates to reuse in the future.

How to create a contract template

Customizing our Standardized or Editable contract templates to fit your needs.

How to edit your contract template

Discover if you can CC or copy additional recipients on your contracts.

Add multiple recipients to your contracts

Learn how to require payment automatically after a contract is signed.

How to set an upfront payment/deposit on contracts

How to generate a unique URL to send contracts to your clients via your preferred communication channels.

How to generate a contract URL

Add an additional signer to your contracts

Adding a signer to a contract

A guide for how to download your contracts as PDF files.

Downloading PDF versions of contracts

Resources on how to create your contracts

Contracts

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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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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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