Dubsado

Build a library of reusable email templates to send manually or use in flows.

Create and manage email templates

How to open the email composer from a project and apply an email template to send to a client.

Using email templates

Use smart fields to automatically fill in client names, project details, invoice totals, and other information when sending email templates.

Personalize your email templates with smart fields

Use smart field link tokens in email templates to automatically generate buttons linking clients to forms, contracts, invoices, portals, and schedulers.

Using smart field links in email templates

Trevor

Create reusable email templates and personalize them with smart fields

Email templates

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.

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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.

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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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