Bonsai Reviews & Product Details - Page 6

User interface is very good. Good functionality. I have no comlaints about their software product. Review collected by and hosted on G2.com.

Absolutely ZERO customer service. If you have ANY billing problem -- like your customer miskeys a credit card number -- you will NEVER get it resolved. Review collected by and hosted on G2.com.

I like the automation factors. It used to take me a while to put together invoices, send them out, monitor if they were paid and what I'm getting paid... Then there were the separate contracts and proposals that weren't uniform. Having the templates there makes it super easy to get all of them done in just a few minutes (or set on recurring). I also love being able to draft invoices, see what's outstanding, and what's been paid. Automated reminders to my clients also saves me a ton, and if I want to nudge them even more I basically just push one button. Overall, I just love that it saves me so much time. Review collected by and hosted on G2.com.

What I wish Bonsai had was the ability to add intake forms to my client profiles- not stuff that they have to fill out themselves, but forms I can fill out while I'm doing a call with them. I also wish I could import forms from my website, say if I were to have an intake form with information about how they found me.

Another thing I wish it had was adding up my incoming income, as in, if I make a bunch of drafts that'll be sent out when the project is complete, i'd love to see what all of that adds up to rather than calculating it myself. Projecting my income would be super helpful. Review collected by and hosted on G2.com.

After tons of research, I pulled the trigger and purchased Bonsai. In the past I've used Freshbooks and Quickbooks, and what I enjoy most with Bonsai is the updated and modern look-and-feel. I know that when I send my proposals, contracts, or invoices, my clients will get a simple and easy to pay invoice.

I recently added the tax and accounting software, and I'm really excited that I no longer have to manually track income and expenses in a spreadsheet. It lays everything out in the dashboard, and I can easily see how much money I've made each month or quarter! Review collected by and hosted on G2.com.

The one thing that I've struggled with with Bonsai is the onboarding process. I think Bonsai could really benefit from some recorded training material walking new users through each specific portion of the product. Review collected by and hosted on G2.com.

I love the proposal templates, and being able to keep track of all my documents. Review collected by and hosted on G2.com.

When creating contracts, I wish some areas allowed for more customization. Review collected by and hosted on G2.com.

The ease of creating proposals, contracts & invoices has saved me so much time. I love that you can add unlimited clients as I run a lot of audits at this stage of my business, and clients don't sign on to continue sometimes or come back in a few months/years, so I end up adding a bunch of clients - something that other systems charged per client. Also, I love the time tracking. Even internally to know how I'm tracking on projects has changed my business and how I integrate with humans I get to work with on projects or retainers.

Sending out contracts and proposals and invoices that clients can sign right from their email has been amazing, and being able to do all that in 1 place without integrating three other things has been so wonderful. I genuinely have Bonsai completely integrated into my consultation. Lastly, their support is fantastic. Review collected by and hosted on G2.com.

As a Canadian, the taxes section is not something I can use, and I've tried to attach my expenses through Bonsai. Still, the credit card I'm using doesn't connect to their 3rd party system, so I'm getting different credit cards and procedures to be able to connect better with them and be able to track my business with Bonsai. Review collected by and hosted on G2.com.

Bonsai has everything that I need to run my freelance web design business. The program is easy to use, and their support is excellent. It has saved me countless hours, kept me organized, and made it simple to get paid + manage my finances. Review collected by and hosted on G2.com.

I think their white-label features could be a little bit better, but this isn't anything deal breaking for me. I would like to see custom domain functionalities for their white label users. Review collected by and hosted on G2.com.

The interface is great, simple and easy to use. Great tracking system and everything is customizable, which is appreciated. Onboarding was simple and supported past data! Review collected by and hosted on G2.com.

Would like the contracts to have easier editable fields like docusign, for example. Would also like a way to upload contracts done outside of bonsai and still be connected to clients profile. Also would like to be able to filter out paid invoices when viewing all. Review collected by and hosted on G2.com.

I loved the gorgeous UI/UX of the platform and everything was pretty easy to use and setup. They provide a lot of templates too. Review collected by and hosted on G2.com.

They only reason I had started using another invoicing solution was because, at the time, I believe they only allowed Stripe and/or PayPal (I personally don't prefer using Stripe for a couple of reasons). For my business, I needed immediate payment capture so that I could budget & initiate my contracted designers for projects. And I don't like using PayPal as that looks less professional. They were soon to rollout their very own Bonsai Payments feature, which I waited a little bit for, but after a couple of months of waiting I then made the decision to switch my invoicing to Square (and haven't looked back since). Review collected by and hosted on G2.com.

Just the document management and automation save me hours. I literally cant without this. Sorry for being dramatic, but I don't care. I have ADHD, and this cured it. Review collected by and hosted on G2.com.

Well thats a trick question. It took a minute for me to figure out how to do the customization but once you figure it out, you realize how stupid easy it is. I would like a little more customization but hey. Thats why I'm a designer. I like to put shit exactly where I want it. Review collected by and hosted on G2.com.

It's easy to use and has just the right amount of functionalities for me as small business owner. The price is more than fair for the solution and the interface is nice to look at. Review collected by and hosted on G2.com.

Not being able to make changes on my notes from the Bonsai app, which would be excellent when on the go. Review collected by and hosted on G2.com.