Contracts
Contracts in Dubsado are a type of form template that includes an electronic signature element.
To create a contract template:
Go to Templates ➔ Forms.
Click the + icon in the Contracts column.
This will open the form builder, where you can drag and drop elements to customize your contract. After adding content or making edits, make sure to click Save Form before exiting the form builder.
Learn more about the form builder and other form types here.
Using Smart Fields
When building your contract template, you can save time by using Smart Fields.
A smart field is a text placeholder that automatically fills in client or project information when a form or email is sent within a project.
For example, adding {{client.name}} to your contract template will automatically display the client's first and last name when the contract is sent within the project.
This makes your contracts truly "plug and play". Instead of manually updating client details, invoice totals, or other project-specific information, you can insert smart fields.
Learn more about using smart fields here.
Sending your Contract
Open a project and locate the Contract dropdown to select a contract template. A preview will appear.
In the preview, click Add, then Send. An email draft window will open with the contract linked in the email body.
When the email draft window opens, you can either:
use the default "send contract" text, or edit manually
click the Bookmark Icon (ribbon) to load a canned email template
Click Send.
*What are Canned Emails?
You can create canned email templates for frequently used emails that you can quickly select from. To access and create canned emails, head to Templates ➔ Canned Emails.
For more in depth guidance on creating canned emails, click here.