Dubsado

Becca Berg

Pitch your pricing and streamline client bookings

Packages and Proposals

How to create packages in 2.0

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

Create or delete a discount template in 2.0

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 in 2.0

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 in 2.0

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

Allow clients to apply a discount on proposals

Proposals

Create a custom design with text, images, and links

💡 Explore Updates and Bug Fixes

🖥️ Dubsado's Youtube Channel

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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