Proposals
Learn to send professional Proposals to get you working faster.
10 articles
Written by Amanda Moore and Matt


How Can I Change The Currency On My Proposal?
Change Currency On Proposal
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
Written by Amanda Moore. Updated over a week ago
How Can I View Bonsai's Predefined Proposal Templates?
View Proposal Templates
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
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.
Written by Matt. Updated over a week ago
Can I re-use my past proposals?
Saving proposal templates and duplicating existing ones.
Written by Matt. Updated over a week ago
Adding Your Background to Proposals & Invoices
How you can upload a custom background image
Written by Matt. Updated over a week ago
How can I duplicate a proposal?
Duplicating proposals from your dashboard
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.
Written by Matt. Updated over a week ago
Can I reorder packages and then line items within a package on Proposals?

Written by Amanda Moore. Updated over a week ago