Dubsado

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

Trevor

Proposals

Create a custom design with text, images, and links

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Find answers and get help from Intercom Support and Community Experts

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