Dubsado uses two kinds of buttons you can customize: the button in an email that links a client to a form, and the Submit button at the bottom of the form itself. You can change the text on either one to say whatever you'd like.
Change the button text in an email
The text on a form-link button in an email comes from the form's title. Change the form's title and every new button that links to that form picks up the new text. You can also edit the text in a single email draft without touching the form itself.
Renaming the form to update the button everywhere
To change the button text for every future email that links to a form, rename the form template.
Navigate to the Forms page, then click Form Templates. If you're working within a project, you can also open the project and click the Forms tab to rename that project's copy of the form.
Open the form you want to rename.
Click the form's title, centered at the top of the form builder, and type the new title. The title has a 50-character limit and saves automatically as you edit it.
Every new button inserted for that form uses the updated title as its text.
Inserting a form button in an email
If you're building an email from scratch, you can insert a form's button manually through the email composer's link tools.
In the email composer, click Project Links in the toolbar, then choose the form from the list. The button is inserted with the form's title as its text.
Project Links only works when the email is tied to a project. If the email isn't associated with a project yet, the toolbar shows "Select a project to use project links" instead of a form list.
Most default email templates already include a form's button automatically through a smart field link, so when you send a form, you may not need to insert one manually.
Editing the button text in one email
You can also override the button text in a single email draft without changing the form's title anywhere else.
In the email draft, click inside the button. A small floating toolbar appears with three icons: Edit link, Open link, and Remove link.
Click Edit link. A popover opens with a URL field, a Text field, an Open in a new tab checkbox, and a Button checkbox.
Update the Text field with the wording you want.
Click Save.
This change applies only to that one email. It doesn't update the form's title or any other email that links to the same form.
To change the button text everywhere at once, rename the form template. To change it in just one email, edit the link text in that draft instead.
Change the submit button text on a form
The Submit button at the end of a form is controlled separately from the email button, through the form builder's styling options.
Open the form template. Navigate to Forms ➔ Form Templates, or open the project and click its Forms tab.
Click the Styling tab in the form builder.
Under General styling, enter your text in the Submit button text field. The default placeholder is "Send."
The text saves with the form, so there's no separate save step beyond saving the form itself.
Submit button text is only available on lead capture forms, questionnaires, and proposals. Contracts and sub-agreements don't have an editable submit button.
FAQ
Why can't I find the Submit button text option on my contract?
The Submit button text field only appears for lead capture forms, questionnaires, and proposals. Contracts and sub-agreements don't have an editable submit button.
I changed the button text in one email, but my other emails still show the old text. Why?
Editing the link text in an email draft only changes that one email. To change the text everywhere it appears, rename the form itself. The form's title is what the button uses by default.
I uploaded a PDF as a form. What will the button say?
The button uses the form's title, the same as any other form type. Rename the form to control what the button says.