How to View Proposals as a Client in Dubsado

It’s always a good idea to test your tech before you use it on your clients / readers / followers / attendees.

For that reason, I always suggest testing out your workflows and their components in Dubsado before you use them on a client.

Secondly, there are a few different places in Dubsado where the client sees something slightly different than what you, the business owner, sees. A proposal in the client-view is different from the business owner-view.

While I called this post “How to View Proposals as a Client in Dubsado,” the instructions outlined in this video can be applied to all Dubsado forms.

How to view proposals as a client in Dubsado. These instructions will work for all types of forms in Dubsado: contracts, sub-agreements, questionnaires, proposals, and lead captures.

Dubsado forms include:

  • Contracts

  • Sub-Agreements

  • Questionnaires

  • Proposals

  • Lead captures

Therefore, you can use this procedure on all forms in Dubsado.

It’s quick and easy to do -- and that's just how we like things, right?

Watch this video to find out how to view forms as a client and how to make sure you’re doing it correctly.

This is very helpful if you’re testing out your workflows by yourself instead of the method I recommend here.

Note: If you are building out forms in Dubsado, here’s what I suggest for building them out without a headache. 

Was this video helpful? Let me know in the comments below.


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Did you know there's a way to do Dubsado without jumping back & forth?