Dubsado

How to add a contract to a project, customize it, and send it to a client for e-signature.

Send a contract

How to add a form to a project and send it to a client by email, copy link, or portal, plus how to edit a form before sending and view…

Send a proposal, questionnaire, or sub-agreement

How to attach a contract and invoice to a proposal so clients can choose packages, sign, and pay in one flow.

Connect a contract and invoice to a proposal

How to add a form to the client portal without sending an email, using the Apply to portal option in the Share dropdown.

Adding a form to the client portal

Create a new questionnaire, sub-agreement, contract, or proposal from scratch within a specific project.

Create a one-time form inside a project

Customize the pop-up message that appears when your client completes a form.

Customize the form completion message

Require clients to log in to their client portal before viewing a password-protected form.

Password protect a form

Remind clients to complete forms on time and prevent late submissions.

Set an expiration date on a form

Copy a form template to another workspace

Using form response summaries

Trevor

Managing & sending forms

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.

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

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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.

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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