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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Updated over a week ago
Insert a hyperlink on a form

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