Bonsai

Learn about how to manually mark a proposal as accepted

Marking a proposal as accepted for a client

Managing currency selection in your proposal

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

Using Bonsai's predefined proposal templates.

Bonsai's proposal templates

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

Sending proposals via URL

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

Automating invoices when your proposals are accepted

Saving proposal templates and duplicating existing ones.

Re-using past proposals

Discover how to reorder line items on proposals.

Reorganizing line items on proposals

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

Taking upfront payments (deposits) with proposals

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

Adding your background to proposals and invoices

Learn to send professional Proposals to get you working faster.

Proposals

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