Test sign a contract as the client

View a contract exactly how your clients will see it.

Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

Updated Aug 8, 2023

The best way to check if you're doing something correctly in Dubsado is to test it! We encourage you to set up a test project and add a contract to experience it from the client's point of view.

There are two ways to check your contract before you share it with a client.

Option 1: Email the contract to yourself from a sample project

This option is ideal for testing the full experience of sending the contract to your client:

  1. Go to Projects and open up a test project with your own email address as the client.

    • If you don’t have a test project created, click New Project to create a test project.

  2. While in the test project, click the Forms tab.

  3. In the Add new form dropdown, select your contract. A popup preview of your contract will appear.

  4. Click Add to add the contract to the project. Additional options will appear.

  5. In the popup preview, click Send. A new email draft will appear to send your contract to your own email.

  6. Click Send to send the email.

  7. Log out of Dubsado.

  8. Open your email and click on the contract link.

If you already have a contract in a project, click the down arrow next to Contract in the project sidebar, then click Send to create an email draft.

screenshot with arrow pointing to send

Option 2: Use an incognito or private browser window

The second method for testing is to open the form in a private or incognito window. Doing this hides the fact that you are logged into Dubsado and opens the content as if you were using a separate computer.

To open a contract in incognito mode:

  1. Go to Projects and open up a project with a contract

  2. Click on the down arrow next to the Contract in the project sidebar and select Preview. A popup preview of your contract will appear.

  3. Click Copy Link.

  4. In the file menu of your web browser, select an option for New Incognito Window (Chrome) or New Private Window (Firefox, Safari).

  5. Paste the link into the new incognito browser window that opens.

Now you'll be viewing the contract exactly as your client will see it when they open it on their own computer.

The signature field can’t be signed

If you open up the contract while you’re logged into Dubsado, Dubsado will recognize you as the business owner and won't let you sign as the client. You’ll see a bar at the top of the contract indicating whether or not you’re logged in.

screenshot showing a logged in banner

To view the contract as if you’re a client, you can open the link on a separate device where you aren't logged into Dubsado or use an incognito window.

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