Updated Aug 14, 2023
Most of the time, we recommend creating your forms as templates so that they can be used from project to project. But on occasion, you may want to create a new form from scratch within a specific project.
Creating a one-time form inside a project will not save as a template. If you think you might want to use the form in the future, we strongly recommend creating the form as a template instead.
You have the option to create the following one-time forms:
Sub-agreement
Questionnaire
Link
Contract
Proposal
Create a one-time sub-agreement, questionnaire, contract, or proposal
To create a one-time form in a project:
Go to Projects and select your client’s project.
Click on the Forms tab.
From the Add new form dropdown, scroll down until you see the Create One-Time options.
Select the one-time form option you want to make. You’ll be directed to our form builder to create a form.
Build your form in the form builder. You can save your changes by clicking the Save form button.
Click the dropdown arrow next to Save form and click Save and close. You’ll be directed back to the client’s project with the newly created form.
You can also click the dropdown arrow next to Save form and click Save as template if you want to save the newly created form as a template in Templates >> Forms.
You can now send your one-time form just like any other form you've added to the project! If you don’t see the form in the Forms tab or the contract in the project sidebar, try refreshing the Dubsado page.
Create one-time link
To create a one-time link in a project:
Go to Projects and select your client’s project.
Click on the Forms tab.
From the Add new form dropdown, scroll down until you see the Create One-Time options.
Select Create One-Time Link. A popup will appear to add a title and URL.
Click Add. Your link will be added to the client’s project.
Send the one-time link
One-time links send just like any other form you've added to the project:
While in the Forms tab, hover over the form to see additional options.
Click on Send. An email draft will appear with the link appearing as a button.
Edit your email draft then click Send.
The email draft is based on the email template found in Templates >> Canned Emails >> Edit Templates >> Send Form.