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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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

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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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