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Capture and Business Development Contract Managers Proposal Managers Program and Project Managers
SMBs, agencies, mid-size businesses
I love the "new" dashboard as you have click only to do what you need/want to do. Everything about VT is wonderful, time-saving, and FUN.
In the same way that Excel does not do an accountant's job for them - it changes the nature of their work. They no longer worry about arithmetic, but they do have to worry about formulas, etc.
The system is speedy, and technical support is fantastic. The software produces nice excel outputs that are easy to manipulate, and I like that the user may upload as many files and folders necessary.
I get a little lost in all of the available features, but that's more of my own problem in not taking time to better understand the tools available.
My overall experience has been outstanding, and I have been able to deliver quality documents to a variety of clients in less time, saving them money.
It has a bit of a learning curve, and the analysis results can be a little confusing sometimes.
Using VT docs helps our processes run smoother and quicker. I've enjoyed the support from the Customer Success team most of all; they help ensure we're getting the most from the tool.
Except the fact that it is a cloud based solution which can led to problems especially in public tenders I have no other cons at the moment.
As someone who is primarily a creative, having some of the business elements of my work streamlined through Bonsai has been very helpful in taking care of my clients.
The payment processing times were misleading, there was different info in their FAQ, in the email confirmation for payments, and what showed up within the interface.
The product is super easy to use, and i love the templates for contracts and proposals and invoices. It has helped me look professional and streamline my customer management.
The accounting feature is bad. It doesntautomatically categorize and you cant set rules or project revenue and expenses.
I'm glad to have found this platform, have appreciated the ways it streamlined some of my business and remain excited about its potential.
The only dislike I have with Bonsai is that you cannot get instant pay right away, and starting out it will take 7-10 business days to receive your payouts.
They are also SUPER quick to respond with support when needed. Huge Fan of Bonsai and happy I chose them over everyone else <3.
As it is now, there's no reason for my clients to even log into the portal because everything just goes to their email. But emails can get messy so i'd prefer the alternative.
VT Docs
Bonsai
Top FeaturesVT Docs
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Bonsai
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