Bonsai

A step-by-step guide for setting default messages when sending proposals, contracts, and invoices to your clients.

How to set default messages when sending documents to clients

Send custom forms, build automations and embed forms directly into your website.

How to create custom forms/questionnaires in Bonsai

Explore how your invoices, clients, expenses, time tracked, and projects can be exported from Bonsai.

How to export your account data from Bonsai

How to delete your proposals, contracts, and invoices permanently.

How to delete documents in your Bonsai account

Learn if you can recover a deleted proposal, contract or invoice.

Exploring if a deleted document can be recovered

Managing Your Documents

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