Form Builder and Smart Fields

Collect all the info you need from your clients with a Dubsado form and customize their experience with our powerful auto-filling smart fields.

25 articles in this collection
Written by Becca Berg, Sam Gioia, and Charis Barg

Intro to Dubsado forms

Pick the right form for the job.

Written by Sam Gioia
Updated over a week ago

New Form Builder

Switch to the new form builder

Ready to make the switch to Dubsado's new form builder experience? Here's how!

Written by Sam Gioia
Updated over a week ago

Legacy mode

Important info for forms with AND without custom code!

Written by Sam Gioia
Updated over a week ago

Important info for forms with custom code

A must-read when switching to the new form builder if you have custom code on any of your forms!

Written by Sam Gioia
Updated over a week ago

Building Forms

Build a form template

Get started using Dubsado's drag-n-drop template builder to create beautiful contracts, questionnaires, proposals, and lead capture forms.

Written by Sam Gioia
Updated over a week ago

Organize content with containers

Create stunning layouts with background colors and images

Written by Sam Gioia
Updated over a week ago

Map a form field

Set up the short answer and date select question fields on your forms to capture information and store it in Dubsado.

Written by Sam Gioia
Updated over a week ago

Upload a PDF as a form template

Upload PDFs as form templates to quickly share them through projects and workflows.

Written by Sam Gioia
Updated over a week ago

Sending Forms

Send a proposal, questionnaire, or sub-agreement

How to add a form to a project, customize it, and send it by email.

Written by Charis Barg
Updated over a week ago

Send multiple forms in one email

Need to send two questionnaires? A proposal and a sub-agreement? Use this method to send multiple form links in a single email!

Written by Sam Gioia
Updated over a week ago

Upload a PDF to a project

Add a custom PDF to your client's project without adding it as a template.

Written by Sam Gioia
Updated over a week ago

Create a one-time form inside a project

Create a new questionnaire, sub-agreement, contract, or proposal from scratch within a specific project.

Written by Sam Gioia
Updated over a week ago

Form Settings

Set an expiration date on a form

Remind clients to complete forms on time and prevent late submissions.

Written by Sam Gioia
Updated over a week ago

Customize the form completion alert

Customize the pop up message that appears when your client completes a form.

Written by Sam Gioia
Updated over a week ago

Password protect a form

Use the client portal to add password protection to your forms.

Written by Sam Gioia
Updated over a week ago

Form Elements

Add full-width images to a form

Two techniques for adding high-impact visuals to your Dubsado forms.

Written by Sam Gioia
Updated over a week ago

Insert a hyperlink on a form

Written by Sam Gioia
Updated over a week ago

Client file uploader

Ask your client to upload a file on a questionnaire, proposal, or lead capture.

Written by Sam Gioia
Updated over a week ago

Smart Fields

Personalize form templates with smart fields

Autofill client and project details on your forms.

Written by Sam Gioia
Updated over a week ago

Smart Field Reference Guide

A comprehensive list of every smart field in the system.

Written by Sam Gioia
Updated over a week ago

Custom fields

Collect and store the information relevant to your business.

Written by Sam Gioia
Updated over a week ago

Custom Code

Add custom code to a Dubsado form

Use custom code to style your form and add unique content.

Written by Sam Gioia
Updated over a week ago

CSS Cheat Sheet for Dubsado Forms

For those who know how to use CSS to add custom styling to their forms, here is a reference guide on how to select Dubsado form elements!

Written by Sam Gioia
Updated over a week ago

Miscellaneous

Copy a form template to another brand

Written by Sam Gioia
Updated over a week ago

Part or all of my form is not showing up

Some or all of my form is not showing up when I view it.

Written by Becca Berg
Updated over a week ago