Packages and Proposals | Dubsado Help Center

Packages and Proposals

9 articles in this collection
Written by Becca Berg and Sam Gioia

Package Templates

How to create packages

Written by Becca Berg
Updated over a week ago

How to Create Discounts

Create a discount template to quickly add discounts to your invoices and offer discount codes to your clients.

Written by Sam Gioia
Updated over a week ago

Creating Proposals

What Is a Proposal?

Give your clients the power to choose how they'd like to work with you and automate invoice generation.

Written by Sam Gioia
Updated this week

Building and Sending Proposals

Learn how to build and send proposals so that you can get booked and paid faster.

Written by Sam Gioia
Updated over a week ago

How to Set Up a Public Proposal

Create a Proposal to embed on your website and allow clients to buy now!

Written by Sam Gioia
Updated over a week ago

Allow Clients to Apply a Discount on Proposals

Give your clients the option of using a discount code on invoices created by proposals!

Written by Sam Gioia
Updated over a week ago

Allowing Clients to Select a Quantity in a Proposal

How to have your clients pick the quantity they would like within a proposal

Written by Becca Berg
Updated over a week ago

Require a Package on a Proposal

Use this trick to pre-select and require a package on your proposal.

Written by Sam Gioia
Updated over a week ago

Troubleshooting

My proposal used to upgrade my leads into jobs

Written by Becca Berg
Updated over a week ago