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.
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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.
Contracts are legally-binding documents that can be signed electronically. In addition to displaying your terms, you can add fields that require your client to sign or initial electronically.
Only one contract can be added per project. If your client needs to sign multiple documents, create your primary agreement as a contract and any additional documents as sub-agreements.
Sub-agreements are also legally binding. Sub-agreements have all the same functionality of contracts, but you can add more than one sub-agreement to a project.
Common uses for sub-agreements include:
Statement of work (if separate from the contract)
Contract addendums and cancellations
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, drop downs, date selection, and more. With the file uploader element, clients can even upload files to share with you.
Common uses for questionnaires include:
Discovering client's style/preferences
Content submission for web and design projects
Testimonial and feedback requests
Questionnaires don't need to ask questions! Client info guides, welcome packs, photography shot lists, event timelines, client check lists, and other 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 generate an invoice. Streamline your booking process by giving potential clients the ability to select a package, sign your contract, and pay their invoice all in one place.
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.
If your business doesn't have set pricing, you can also set up a proposal template for custom quotes! From a single template, you can customize the quote for each client after adding the proposal to their project.
When a client submits your proposal, an invoice is populated 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. A contract can also be attached to the proposal for a truly hands-off booking experience.
👋 Here's a tip... if you don't want an invoice created, don't use a proposal. A questionnaire is a good alternative if you want to get more info from your client before sending a customized proposal.
Lead captures bring new clients into Dubsado and generate projects. 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!
I accidentally created a form under a different type. Can I change the form type after it's created?
Yes! Under Templates >> Forms, just click and drag a form template to a different column to change the form type. However, we recommend some caution. Because different form types have different capabilities, you may lose some functionality or encounter issues when changing certain types of forms.
The safest form type changes are:
Contract ↔️ Sub-agreement
Questionnaire → Lead capture
Questionnaire → Proposal