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Proposals

Learn to send professional Proposals to get you working faster.

10 articles
Amanda Moore avatarMatt avatar
Written by Amanda Moore and Matt

How Can I Change The Currency On My Proposal?

Change Currency On Proposal
Amanda Moore avatar
Written by Amanda Moore. Updated over a week ago

How Can I Mark A Proposal As Declined?

View The Status Of A Proposal - Declined, Accepted, or Draft
Amanda Moore avatar
Written by Amanda Moore. Updated over a week ago

How Can I View Bonsai's Predefined Proposal Templates?

View Proposal Templates
Amanda Moore avatar
Written by Amanda Moore. Updated over a week ago

How Can I Get The Link To My Proposal To Send Directly to My Client?

URL/Link to view proposal
Amanda Moore avatar
Written by Amanda Moore. Updated over a week ago

How to automatically create invoices from accepted proposals?

Auto-create a proposal invoice when a client accepts your proposal.
Matt avatar
Written by Matt. Updated over a week ago

Can I re-use my past proposals?

Saving proposal templates and duplicating existing ones.
Matt avatar
Written by Matt. Updated over a week ago

Adding Your Background to Proposals & Invoices

How you can upload a custom background image
Matt avatar
Written by Matt. Updated over a week ago

How can I duplicate a proposal?

Duplicating proposals from your dashboard
Amanda Moore avatar
Written by Amanda Moore. Updated over a week ago

How can I duplicate or copy my proposal?

Learn how one of your existing proposals can be duplicated or copied.
Matt avatar
Written by Matt. Updated over a week ago

Can I reorder packages and then line items within a package on Proposals?

Amanda Moore avatar
Written by Amanda Moore. Updated over a week ago