Forms
Collect client responses
By Trevor1 author38 articles
- Intro to Dubsado forms
- Easy Form Creation Tool
- Form builder overview
- Form elements
- Map a form field
- Personalize form templates with smart fields
- Organize content with containers
- Add a project tracking element to your forms
- Insert a hyperlink on a form
- Client file uploader
- Add custom code to a Dubsado form
- CSS cheat sheet for Dubsado forms
- Send a contract
- Send a proposal, questionnaire, or sub-agreement
- Connect a contract and invoice to a proposal
- Adding a form to the client portal
- Create a one-time form inside a project
- Customize the form completion message
- Password protect a form
- Set an expiration date on a form
- Copy a form template to another workspace
- Using form response summaries