Creating templates for forms in Dubsado will save you time and stress when a new client comes in. 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.

This series will walk you through all you need to know about contracts, sub-agreements, questionnaires, proposals and lead captures and when best to use them in your process.

In this series

Defining Your Entry Points

Dubsado is a system that's built around getting new leads into the system when they express direct interest in your product or service. Before getting new leads into the system, it's important to know how your leads will come into the system! This webinar will focus on how define your entry points into Dubsado.

Setting Up a Lead Capture

Learn how to set up a lead capture form that you can share on your website or social media step-by-step! We'll cover what you should include in your form, how to map fields, helpful settings, and even a way to track how your clients heard about you.

Questionnaire Concepts

Questionnaires are the most open-ended forms that we have in Dubsado. In this webinar, we will go over all of the unique ways a questionnaire can be used.

Questionnaire Tips and Tricks

Questionnaires can be so much more than a list of questions! In this webinar, we'll cover a few of the fun and creative elements you can add to your Dubsado questionnaires, including images, a file uploader, and even an embedded video.

Package Proposals

Creating your products and services as Packages is only the first step in getting your client to work with you. By adding your Packages to a Proposal, you are able to pitch your pricing to a new lead and allow them to select which product/service they they are interested in - in a creative and simple way!

Custom Proposals

Even if you do completely custom work without standard pricing or packages, you can still take advantage of the power of Dubsado's proposals! We will walk through the process of setting up a master proposal template step-by-step and then demonstrate how to customize it for each client.

Contracts and Sub-agreements

Having a written and signed contract of the client's agreement to work with you is a cornerstone of any business process. In this webinar, we will talk about the two forms in Dubsado that are able to be signed electronically and the appropriate situations for both types.

Proposal Contract Invoice

Proposals become even more powerful when you attach a contract and invoice to create a seamless, step-by-step booking process for your clients. In this webinar, we'll cover how to set up a proposal-contract-invoice flow and important tips for setting up your contract template to automatically adjust based on your client's proposal selections.

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