Dubsado forms make it easy to collect the information you need from your clients. Gone are the days of sending emails back and forth to work out the details of your next project... just send your client a form and you'll have all the info you need in one place.
Forms are created as templates.
This means that you can send a fresh copy of the same form to as many clients as you need. Once you create a form template it will always be at hand and ready to add to any project so you can send it off to your clients.
Your form templates can be found under TEMPLATES >> FORMS. We have five types of forms, each with their own unique abilities and purpose.
Here's an introduction to the five types of forms and when and how to use them:
Contracts are legally-binding documents that can be signed electronically.
Contracts are used to form a legally-binding agreement between you and your client. In addition to displaying your terms, you can add fields that require your client to sign or initial electronically.
You may have one Contract per project.
If your client needs to sign multiple documents, you will create your primary agreement as a Contract and any additional documents as Sub-Agreements. You may also consider combining all of your terms into a single Contract in Dubsado, depending on the length.
Sub-Agreements are also legally binding.
When you have more than one document for your client to sign, you'll need to create a Sub-Agreement.
Common uses for Sub-Agreements include:
- Non-Disclosure Agreements
- Appearance Releases
- Statement of Work (if separate from the Contract)
- Design/Print Proofs
- Contract Addendums and Cancellations
Sub-Agreements have all the same functionality of Contracts, but you can add more than one Sub-Agreement to a project.
Questionnaires are the most versatile type of form.
The most common use of a Questionnaire is to collect information from your client. Questionnaires can be built with many types of questions, such as short answer, free response, check boxes, dropdowns, date selection, and more. With the file uploader element, clients can even upload files to share with you.
Common uses for Questionnaires include:
- Intake Forms
- Discovering Client's Style/Preferences
- Content Submission for Web and Design Projects
- Coaching Homework
- Testimonial and Feedback Requests
Questionnaires don't need to ask questions!
Have a guide on what to expect from your services that you would like to share with your clients? Create it as a Questionnaire! Shot lists, event timelines, client check lists, and informational documents can all be created as Questionnaires. There is no requirement to include a question element on your Questionnaire.
Proposals pitch your pricing to your clients and get them booked.
Proposals streamline the booking process by giving your potential clients the ability to select a package, sign your Contract, and pay their Invoice all in one place. With this little bit of Dubsado magic, you can book your next client while you're on the go, at the beach, or just spending time with family and friends. No need to stay glued to your inbox all day long!
Before creating a Proposal, you'll want to have your Package templates set up first. You can then lay out your Packages on the Proposal with branded text and images, similar to your pricing guide or brochure if you already have one. Clients will then be able to select Package(s) to add them to their invoice.
Proposals generate Invoices.
When a client chooses one or more packages and submits your Proposal, an Invoice will be generated with their selections. You can decide whether or not to show this Invoice along with the Proposal so clients can select and pay all in one go. Your Contract can also be attached to the Proposal for a truly hands-off onboarding experience.
Don't want your clients selecting their own Packages and need to create a custom quote instead? You can do that on a Proposal as well. Don't want to show the Contract and Invoice? Not a problem. As with all things in Dubsado, you can customize the Proposal experience so it works best for your unique business process.
Lead Captures bring new clients into Dubsado.
The Lead Capture can be embedded on your website (replacing your existing contact form) or shared as a standalone link. Whenever the Lead Capture is filled out and submitted, Dubsado will automatically generate a new project with the client's info.
Think of the Lead Capture as your first point of contact with potential clients.
Lead Captures play a very important role in your Dubsado setup. As you prepare to build a workflow and automate your client process, you'll want to think of the Lead Capture being filled out as the step that kicks off that process.
Ideally, you'll want to have all of your other forms and templates created in Dubsado before embedding or sharing your Lead Capture form. That way, you'll always be prepared when a new client comes in!