Dubsado forms collect and share information with your clients throughout the life of a project. This article covers the different form types available, how to create and manage form templates, and how to use the form builder.

Dubsado offers several form types, each designed for a specific stage of your client process. Choosing the right form type ensures your clients have a smooth experience and your data stays organized.

Contracts are legally binding documents that your clients can sign electronically. In addition to displaying your terms, you can add fields that require your client to sign or initial. Each project can have one contract with one client signature. If your client needs to sign multiple agreements, or if you have multiple signers, create the primary agreement as a contract and any additional documents as sub-agreements.

To learn more, see Build a contract or sub-agreement.

Sub-agreements are also legally binding, with the same signature and initial capabilities as contracts. The key difference is that you can add more than one sub-agreement to a project. Common uses include addendums, proofs, and any additional documents that require client approval.

To learn more, see Build a contract or sub-agreement.

Questionnaires are the most versatile form type. Use them to collect information from your clients with a wide range of question formats, including short answer, free response, checkboxes, dropdowns, date selection, and more. Clients can also upload files using the file uploader element.

Common uses for questionnaires include intake forms, client info guides, coaching homework, welcome packets, testimonial requests, and event timelines. Your clients can save their progress partway through a questionnaire and finish it later.

Proposals allow your clients to choose from your service packages and generate an invoice. You can lay out your packages with text and images, and clients select one or more packages to add to their invoice. A contract can be attached to the proposal along with payment options, creating a streamlined booking experience.

Before creating a proposal, you need package templates. If your business does not have set pricing, you can also set up a proposal template for custom quotes and adjust the details for each client within their project.

Lead capture forms bring new clients into Dubsado and generate projects automatically. You can embed a lead capture form on your website or share it as a link. Whenever someone submits the form, Dubsado creates a new project with that person's information.

Think of lead capture forms as your first point of contact with potential clients. They play an important role in your setup as you prepare to build flows and automate your client process.

Read-only PDFs let you upload a PDF file and share it with your clients. Clients can view the document but cannot fill it out or edit it. This is useful for sharing informational documents, pricing guides, or any static content you want clients to reference. The file name cannot be changed after uploading.

Form templates serve as reusable blueprints you can apply across multiple projects and clients. Creating standardized templates saves you time and helps maintain consistency in your client experience.

To access your form templates, navigate to Forms ➔ Form templates.

The templates you create here should cater to the majority of your clients. When you need customization for a specific client, you can make those adjustments within each individual project.

The Form templates page gives you several ways to view, search, and organize your templates.

Click the Display settings icon (three horizontal lines) to adjust how you view templates:

You can drag and drop properties to reorganize the order they appear on template cards.

Click on any form template card or row to open it in the form builder for editing or review.

To create a new form template:

When working within a specific project, you can manage forms directly from the project view.

All sorting, filtering, editing, and deleting actions work the same as in the main Forms view, but apply only to forms within the current project.

To apply a form template to the current project, click +Add a form in the top left corner of the Forms tab. Then, select an existing form template from the Select a form template dropdown menu and click Apply Template.

While in the project's Forms tab, click Form Templates under Templates. Viewing the Form Templates page from within a project allows you to manage and edit your global form templates without leaving the project.

The Forms section provides a centralized hub for managing all forms associated with your projects. To access it, click Forms.

The All Forms list displays all forms that have been applied to any project. You can:

Under All Forms, use these quick filters:

In the All Forms view, click on any uncompleted form to view its preview. If a form has been completed, its form response summary will display.

From there you can:

Yes. While viewing Forms ➔ Form Templates page, click the three dots icon (...) on a form and then select Change Form Type. Choose the new type from the dropdown menu that appears. Keep in mind that different form types have different capabilities, so changing types may cause some elements to stop working correctly.

Yes. You can view a summary of any completed form's responses and export the data to CSV or copy individual answers to your clipboard. For details, see Using form response summaries.

You can also map short answer fields to custom fields, which can then be exported to a CSV file.

Yes. Whenever a form is completed, you receive a notification based on your notification settings. To change the type of notification you receive, go to Settings ➔ Notifications.

No. If a form has already been applied to a project, deleting that form's template does not affect the copy of the form inside the project or client profile entry. You can re-add forms to the form templates area by choosing Save and create template when editing a form within a project.

The Edit Form action (pencil icon) is only available for forms that have not yet been completed by the recipient. Once a form is completed, it is locked to preserve the signed or submitted data. Exception: questionnaires can be edited after completion.

To ensure contracts and sub-agreements remain legally binding and enforceable, HTML and other custom code cannot be added to forms with signature or initial fields.