Dubsado

Intro to Dubsado forms

Sam Gioia

Charis Barg

Build beautiful forms and autofill them with smart fields

Form Builder and Smart Fields

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

Switch to the new form builder

Important info for forms with AND without custom code!

Legacy mode

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

Important info for forms with custom code

New form builder

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

Build a form template

Create stunning layouts with background colors and images

Organize content with containers

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

Map a form field

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

Upload a PDF as a form template

Copy a form template to another brand

Building forms

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

Send a proposal, questionnaire, or sub-agreement

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

Send multiple forms in one email

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

Upload a PDF to a project

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

Create a one-time form inside a project

Sending forms

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

Customize the form completion alert

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

Set an expiration date on a form

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

Password protect a form

Form settings

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

Add full-width images to a form

Insert a hyperlink on a form

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

Client file uploader

Form elements

Autofill client and project details on your forms.

Personalize form templates with smart fields

A comprehensive list of every smart field in the system.

Smart field reference guide

Collect and store the information relevant to your business.

Custom fields

Smart fields

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

Add custom code to a Dubsado form