Best Way to Build Out Forms in Dubsado
This blog post is part of The Dubsado Blueprint: a free download to help you build out Dubsado like a pro. You can grab the step-by-step guide here.
Dubsado allows you to send forms through links in your emails.
Say goodbye to uploading attachments to your email messages!
Instead, use Dubsado’s form links to direct clients to your documents.
There are 5 types of forms in Dubsado:
You should use contracts for documents that require signatures. You can only have one contract per project.
Use sub-agreements if you need additional documents that require signatures.
Questionnaires are great for asking questions, but they actually don’t need to ask questions at all.
Dubsado questionnaires are a great place to put any single document that doesn’t require a signature.
This is a great place to create a welcome kit, brochures, etc.
You can even upload PDFs in questionnaires.
Proposal are for formal prices quotes or formal offerings.
Proposals are unique in that they are for bundled documents.
They can consist of some sort of cover page and then a contract and/or an invoice. Both the contract and invoice are optional.
These are essentially contact forms. You don’t need to worry about creating a lead capture in this step. Just know that when it comes time to create a lead capture, you will find lead captures under Form Templates.
In this video I go over each form more in depth and provide suggestions on how to set them up.
Using this trick will save you a lot of confusion and frustration later on. I know it can be tempting to start designing stunning proposals, but stay the path. It'll pay off!
Looking for more help with Dubsado forms? You might enjoy:
Did you know every Dubsado user gets a FREE 3-client trial that never expires? To activate 20% off your first month or year when it comes time to pay, enter code “productiveco” to your billing section now.
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