Bonsai Reviews & Product Details - Page 5

I love that Bonsai has all the resources I need and is very affordable. Review collected by and hosted on G2.com.

I wish there were more resources I could use. Review collected by and hosted on G2.com.

I can easily issue online-payable invoices from the account where my money sits in checking. It's extremely convienet and simple.

Importantly, I can choose to pass the cc processing fee on to my client. Review collected by and hosted on G2.com.

The graph that they display to chart income and expenses is hard to read, and not very helpful. Review collected by and hosted on G2.com.

I love their contracts. They are super easy to set up, flexible to edit, and quite a joy to work with. It's very nice to get a contract sent to a client in such a streamlined fashion, and not have to spend a bunch of time writing the entire contract from scratch (or copy pasting and editing from elsewhere) and then figuring out a service to use to upload and send it just for signature. Kudos to Bonsai for that part of the software. Review collected by and hosted on G2.com.

Recently, I encountered what I would call a pretty critical bug with a contract. The support was very helpful in trying to resolve the issue for me. However, they couldn't resolve the issue. The uploaded SoW on the contract is, when you click the link, completely inaccessible to myself and the client. As a result, I do not trust the software at this point.

They also have very aggressive auto reminder and auto invoicing settings, and sometimes I don't want that because invoicing and/or payments are already handled outside Bonsai. It seems like they're really trying to push you to doing everything inside of Bonsai.

There have also been numerous bugs and frustrations that have taken a lot more time than I would've desired, such as:

1. My profile picture is still not correct and I can't edit it on one page.

2. It felt like a ridiculous process to change my email address (required me to submit sensitive personal life information documents).

3. It was very difficult to add a partner account for someone that had previously had a Bonsai account.

Anyways, I can't recommend them at this point. The bug with the SoW not being accessible on an already signed contract is critical, and the fact that they couldn't fix it is even more concerning. If you're doing legally binding contracting software and a SoW isn't accessible then that's a serious issue. Review collected by and hosted on G2.com.

We like the contracts converted into an invoice and being able to accept credit card payments. The free resources were amazing as well for small business owners. Review collected by and hosted on G2.com.

Just didn't quite meet our business needs. We need custom invoices and contracts. We do not have just one set of documents, instead they need to be filled out per project. Review collected by and hosted on G2.com.

easy to use, with a clean and simple interface that makes it easy for users to access the tools they need and it offers a range of templates and customization options, allowing users to tailor their proposals and contracts to their specific needs. Review collected by and hosted on G2.com.

currently does not offer a mobile app, which may be a drawback for users who need to manage their work on the go. Review collected by and hosted on G2.com.

The UI and supposed ease of use. It sold me a mixed bag of seemlingly awesome features, none of which I was able to access based on not being paid out by the platform. Review collected by and hosted on G2.com.

Bonsai makes it incredibly difficult to issue payment. It held 10 figures worth of money in limbo from me for about a month before I decided to issue a refund to my client, cancel the account, and look for a different option to receive payment.

Not to mention, I reached out to support numerous times without a single answer. Review collected by and hosted on G2.com.

It helps with taking payments and keeping all your clients in one place. I've been using them for a year now and so far their pricing is great and the features like contracts, forms and invoicing are great. Review collected by and hosted on G2.com.

Cash Card doesn't work well internationally Review collected by and hosted on G2.com.

The ability to integrate with multiple SAAS's. Review collected by and hosted on G2.com.

Lack being fully functional from the website. Review collected by and hosted on G2.com.

Ease of creation of invoices and the ease of sending them to clients Review collected by and hosted on G2.com.

Many features I don't use. Just needed a simple invoice creator Review collected by and hosted on G2.com.

As a designer and small business owner, I have tried SO MANY invoicing and payment platforms. All of them claim to be the best for a variety of reasons. After switching to Bonsai I can safely say I finally found the best. Not only is their platform easy to use and user-friendly, but they automate helpful pieces of the payment process and my favorite part is you can charge your customer the CC processing fees. The money I save on processing fees alone MORE than covers my Bonsai subscription cost. It's a no-brainer. Review collected by and hosted on G2.com.

I'm not sure there is anything worth noting that I don't like at this point honestly. Review collected by and hosted on G2.com.