Forms / Templates

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19 articles in this collection
Written by Sam Gioia and Becca Berg
Form Templates

Dubsado Form Types and When to Use Them

Pick the right form for the job.
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Written by Sam Gioia
Updated over a week ago

How to Build Forms and Contracts

Get started using Dubsado's drag-n-drop template builder to create beautiful contracts, questionnaires, proposals, and lead capture forms.
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Written by Becca Berg
Updated over a week ago

How to send a form

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Written by Becca Berg
Updated over a week ago

Mapping fields in your forms

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Written by Becca Berg
Updated over a week ago

Client File Uploader

On forms and lead captures clients can upload files
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Written by Becca Berg
Updated over a week ago

Making a Hyperlinked Photo

Making a photo click through to a URL on a form or email
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Written by Becca Berg
Updated over a week ago

Client Facing Completed Form Alert Pop-ups

When your client completes a form, this is the verification message they will see.
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Written by Becca Berg
Updated over a week ago

Making Forms Private / Password Protected

Learn how to add password protection to your forms.
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Written by Sam Gioia
Updated this week

How to Move a Form/Contract to a new category

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Written by Becca Berg
Updated over a week ago

Creating a new form in a job or lead

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Written by Becca Berg
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.
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Written by Becca Berg
Updated over a week ago

Embedding an Outside Scheduler into Dubsado

Adding your outside scheduler (Calendly, Acuity, etc...) into the system
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Written by Becca Berg
Updated over a week ago

How to make an accordion dropdown in Dubsado's forms

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Written by Becca Berg
Updated over a week ago