Dubsado

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Help Center articles for the newest version, Dubsado 3.0 (as of Nov. 17, 2025)

Dubsado 3.0

Start your free trial

Getting started guide

Migrate from another tool

Collect leads with a form

Send invoices and get paid

Send a contract for e-signature

Build a proposal or quote

Getting started with Dubsado 3.0

Accessing your settings

Collect and store the information relevant to your business using custom fields.

Custom fields

Team member roles & permissions

Notification settings & the updates panel

Essential settings for your Dubsado account and brand

Account & brand settings

Staying up to date using the Home page

Project reports & project sources

Chart of accounts

The Home page

The Projects page

Project statuses

Project tags

Creating projects

Navigation within a project

Project suggestions

Projects

Managing your contact list

Contacts

Use smart field link tokens in email templates to automatically generate buttons linking clients to forms, contracts, invoices, portals, and schedulers.

Using smart field links in email templates

Managing client communications with the Messages tab

How to include multiple form, invoice, contract, and scheduler links in a single email sent through a project.

Send multiple Dubsado links in one email

Messages

Creating and managing tasks

Using task boards

Tasks

Add a form to a scheduler

Using the Dubsado Calendar

Using scheduler templates

View, manage, and schedule your work and appointments

Events

Creating and sending invoices

Creating and sending recurring invoices

Invoicing

Forms

Overview of Dubsado form types, form templates, and how to manage forms across your workspace.

Intro to Dubsado forms

Overview of Dubsado's form builder interface, including settings, styling, sharing options, and text formatting tools.

Form builder overview

A guide to all form elements available in Dubsado's form builder, including general elements and form type-specific elements.

Form elements

Set up short answer and date select fields on forms to capture information and store it in client or project fields.

Map a form field

Autofill client and project details on your forms using smart fields.

Personalize form templates with smart fields

Create layouts with columns, background colors, images, and full-width visuals using containers in the form builder.

Organize content with containers

Add a project tracking element to a form so clients can select how they heard about you, automatically tagging the project with a source.

Add a project tracking element to your forms

Insert a hyperlink on a form

How to use the file uploader form element to collect files from clients on questionnaires, proposals, or lead capture forms.

Client file uploader

Use custom code to style your form and add unique content.

Add custom code to a Dubsado form

Reference guide for supported CSS selectors on Dubsado forms, including typography, form fields, proposals, and footer elements.

CSS cheat sheet for Dubsado forms

Build beautiful forms for collecting client info

Forms & the form builder

How to add a contract to a project, customize it, and send it to a client for e-signature.

Send a contract

How to add a form to a project and send it to a client by email, copy link, or portal, plus how to edit a form before sending and view…

Send a proposal, questionnaire, or sub-agreement

How to attach a contract and invoice to a proposal so clients can choose packages, sign, and pay in one flow.

Connect a contract and invoice to a proposal

How to add a form to the client portal without sending an email, using the Apply to portal option in the Share dropdown.

Adding a form to the client portal

Create a new questionnaire, sub-agreement, contract, or proposal from scratch within a specific project.

Create a form or external link inside a project

Customize the pop-up message that appears when your client completes a form.

Customize the form completion message

Require clients to log in to their client portal before viewing a password-protected form.

Password protect a form

Remind clients to complete forms on time and prevent late submissions.

Set an expiration date on a form

Copy a form template to another workspace

Using form response summaries

Managing & sending forms

Build and configure a lead capture form to automatically create contacts and projects when leads submit the form.

Create a lead capture form

Embed your lead capture form on your website or share a direct link with potential clients.

Share a lead capture form

Start a flow automatically when a lead capture form is submitted using the default flow setting or a flow form element.

How to start a flow from your lead capture form

Troubleshoot lead capture forms

Capture leads and create projects automatically

Lead capture forms

How to build a proposal in the form builder, add packages, configure proposal and invoice settings, and customize the design.

Build a proposal

Configure a proposal as a public form so clients can select services and create projects automatically from your website or a shared link.

How to set up a public proposal

How to pre-select a package on a proposal and remove the Select button so clients cannot deselect it.

Require a package on a proposal

How to enable discount codes on a proposal so clients can apply a discount when they receive the invoice.

Allow clients to apply a discount on proposals

Proposals

How to create a reusable contract or sub-agreement template in the form builder, including signature fields, initial fields, smart fields, and countersignatures.

Build a contract or sub-agreement template

The main differences between a contract and sub-agreement, including when to use each one.

Contracts vs sub-agreements

How to use invoice smart fields to automatically display invoice totals, package names, and payment plan breakdowns in a contract.

Autofill invoice details in a contract

How to add your countersignature to a contract or sub-agreement after your client signs.

Countersign a contract or sub-agreement

How to add signature and initials fields to contracts and sub-agreements in the Dubsado form builder

Add signature and initial fields to your contract

Contracts & sub-agreements

Upload a PDF as a read-only form template to share with clients through projects and flows.

Upload a PDF as a form template

Upload a PDF of a signed contract from another system into a client's project.

Upload a PDF of a signed contract

Upload a custom PDF directly to a client's project or contact record as a read-only form.

Upload a PDF to a project or contact

PDFs

Using flows

Flows

Taking bulk actions

A comprehensive list of every smart field in Dubsado, organized by category.

Smart field reference guide

Features that work across multiple areas of Dubsado

Platform tools

Create a custom design with text, images, and links

💡 Explore Updates and Bug Fixes

🖥️ Dubsado's Youtube Channel

Find answers and get help from Intercom Support and Community Experts

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