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Form Builder and Smart Fields
Form Builder and Smart Fields

Build beautiful forms and autofill them with smart fields

Sam Gioia avatarCharis Barg avatar
By Sam and 1 other2 authors24 articles
Intro to Dubsado forms

New form builder


Switch to the new form builder
Legacy mode
Important info for forms with custom code

Building forms


Build a form template
Organize content with containers
Map a form field
Upload a PDF as a form template
Copy a form template to another brand

Sending forms


Send a proposal, questionnaire, or sub-agreement
Send multiple forms in one email
Upload a PDF to a project
Create a one-time form inside a project

Form settings


Customize the form completion alert
Set an expiration date on a form
Password protect a form

Form elements


Add full-width images to a form
Insert a hyperlink on a form
Client file uploader

Smart fields


Personalize form templates with smart fields
Smart field reference guide
Custom fields

Custom code


Add custom code to a Dubsado form
CSS cheat sheet for Dubsado forms
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