Dubsado

Becca Berg

Pitch your pricing and streamline client bookings

Packages and Proposals

How to create packages

Create a discount template to add discounts to your invoices and offer discount codes to your clients.

Create or delete a discount template

Package templates

Give your clients the power to choose how they'd like to work with you and automate invoice generation.

What Is a Proposal?

Learn how to build proposals to get booked and paid faster.

Build a proposal

Create a proposal to embed on your website and allow clients to buy now.

How to set up a public proposal

Connect a contract and invoice to a proposal

Give your clients the option to use a discount code on invoices created by proposals.

Allow clients to apply a discount on proposals

Use this trick to pre-select and require a package on your proposal.

Require a package on a proposal

Proposals

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