Updated Aug 24, 2023
Uploading a PDF as a template is great if all your clients will need the same information, but you can also add a PDF directly to a project if it was created for a specific client, such as customized budgets, floor plans, or slide decks.
🚨 Uploaded PDF files become read-only forms! Clients will not be able to fill out PDFs in Dubsado, even if there are fillable fields in your PDF. If you want clients to fill in responses, we recommend that you build a Dubsado form instead.
To upload a PDF to a project:
Go to Projects and select your client’s project.
Click on the Forms tab.
Click on the Add new form dropdown.
Scroll down and select Upload New PDF as Form.
Drag the PDF or click Select PDF file and choose your file. You can upload a PDF file up to 8 MB.
Click Add. Your PDF file will now appear in the client’s project as a read-only form.
After adding the PDF to the project, hover over it and click Send to send an email to your client with the link to the PDF.
FAQ
Can I upload other file types besides PDFs?
Can I upload other file types besides PDFs?
No, Dubsado is not a file storage solution. If you need to send other types of files to your client, we recommend uploading them through a cloud storage service, like Dropbox or Google Drive. Then you can add a link to the file to your client's project!
Can I send custom PDFs through a workflow?
Can I send custom PDFs through a workflow?
No, workflows can only send PDFs you've uploaded as templates. You cannot send a custom PDF through a workflow. Instead, we recommend adding a create todo action to your workflow to remind you to upload the PDF to the project and send it manually.