Updated: Jan 27
Dubsado allows you to send forms through links in your canned emails.
No need to be 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. Upload straight from a word document, very simple.
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 and put these straight into your client portals.
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 attach a contract and/or an invoice. Both the contract and invoice are optional - make sure you complete the settings section.
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.
Download my free guide 'GETTING STARTED WITH DUBSADO' HERE