Bonsai

Learn about how to manually mark a proposal as accepted

Marking a proposal as accepted for a client

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

Using Bonsai's predefined Proposal templates.

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

Auto-create a proposal invoice when a client accepts your proposal.

Saving proposal templates and duplicating existing ones.

Discover how to reorder line items on proposals.

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

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

Learn to send professional Proposals to get you working faster.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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