BonsaiReviews of hellobonsai.com

If I could leave a ZERO star, I would. This is the absolute worst company I've ever stumbled across. I am a freelance social media manager and I was attempting to make invoices for my clients through Hello Bonsai. The invoice sending was successful, and my clients were able to easily pay. At that point, Hello Bonsai decided not to release the funds to me. Instead they continued to ask extremely vague questions about my business that led to them saying I couldn't provide them with enough information to validate my business. Vague questions where it was impossible for me to provide a suitable answer. So my belief is that this was intentional to keep the funds for themselves. I even went to the trouble of having an executive, from the company that hired me, write and sign a letter stating they hired me to do their social media management. That still wasn't good enough for them to release my funds. I also provided website addresses, Instagram handles, marketing strategies from private meetings within my company, and much much more. None of it was "apparently" sufficient. Additionally, multiple people were responding to the support messages from Bonsai, and none of them were in the loop with each other on what I had already provided. So I went in circles and provided duplicate information to Bonsai at least 5 separate times. All of which was never "enough info". I cannot stress enough that no one should ever ever use this company. They are FRAUD and they intentionally make it impossible to get your funds. I'm hoping that my client gets refunded, but who knows if that will happen. I opened an online investigation of their website and services, so maybe soon they will be shut down for good. BEWARE!!!!!!!!!!!!!!

Absolutely seamless experience. Everything I need for my client-facing business.

This terrible company randomly cancelled my account, blocking three of my new prospects from signing with me. We ended up losing over $60k in revenue. They also provided me with no reason why it happened. Stay away from this company. Stick to docusign.

Excellent start for very small biz owners/consultants with many fabulous time-saving features. However, basic features are not set to grow with small businesses when they add even a single part-time employee. First, the great - Bonsai has an extremely pleasant UI / user interface. It has a host of great time saving features - the ability to send clients a link to schedule online and link to one's ical is EXCELLENT! The automations, while limited, have incredible potential (for example, client signs a contract, invoice is sent or potential lead fills out a form, proposal is sent). One can easily add logos and color themes on client-facing documents and even provide clients with access to their client portal. With all Bonsai has going for it (and there is a lot going for it) there are some short-sighted limitations. Areas for improvement: Once a business has employees, or does any kind of volume work, some Bonsai features may be hard to work with. For example, hire a PT receptionist and want them to access Bonsai? You have only 2 options - 1) give very restricted access as a collaborator (in which case your employee can't do basic actions like send an invoice or create a project) or 2) assign them a "partner" role and turn over the reigns to ALL your financial details (which very few employers would be comfortable with). Similarly, Bonsai does not allow a contract to go out without business signature and the user sending the contract is the default name / signer on the contract - so to use the example again of say your part-time receptionist sending out a standard contract your contracts will all be between customer/client and your receptionist. There is no current way to have the owner's default signature or just have the customer sign. The contract templates are similarly great for a brand new business starting out where the owner will spend time revising each new contract. However, I found the contracts very limited in terms of pulling in client or project details if you want to just open up template A or template B and send it to a client/project you created. Also, there is no search feature for clients or projects - not a big deal if you're just starting out with a handful of clients, a real problem if you have built up many clients/projects. To sum, this is a very innovative platform that would be well worth considering as a freelancer / brand new micro business owner. I have not been with Bonsai long enough to know how likely they are to build better features to grow with into their platform. I plan to stick around a bit longer in the hopes that their excellent start grows with my business.

I'm having quite a bit of trouble, but I'm staying the course for now because conceptually this app fits my needs, but here's my problems so far: 1. Technical and Formatting Issues: • Inability to adjust certain images within the title page; automatic downscaling of images. • Images on mobile devices are cut off, stretched, or contorted. • Issues with image stretching and formatting in proposals, affecting visual quality. • Images often appear pixelated or of low quality when uploaded to the platform. 2. Customer Service and Support: • Slow response times (1-3 days) from customer service. • Partial or inadequate addressing of issues raised. • Unresponsive telephone support; calls go unanswered. 3. Billing and Pricing Transparency: • Double charged within a 30-day period. • Unclear additional charges for adding a partner and activating features. • Forced payment for account feature access. 4. Platform Functionality and Management: • Sent proposals don’t automatically move to the ‘sent’ column; manual adjustment required. • The cell phone app lacks editing capabilities and clarity on useful features. • No straightforward testing process for proposals; must send to self for testing. • Resets in white glove branding feature after account adjustments, leading to unintentional branding presence. • Inadequate preview functionality; does not fully display client’s view. 5. Delivery and Tracking: • Partial delivery of proposals to recipients. • Unreliable read receipt functionality. • No confirmation of proposal receipt or review by recipients.

Great web application w/ prompts to help you set it up! Really guides you and gets you up and running with it in an easy way. I also reached out for assistance w/ a question I had and they got back to me promptly with a helpful response!

Very clean, easy-to-use software with terrific customer support!!! SO GOOD!!!

Great customer service all around