Forms / Templates

15 articles in this collection
Written by Becca Berg

Making a Hyperlinked Photo

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

Creating a new form in a job or lead

Written by Becca Berg
Updated over a week ago

Client File Uploader

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

How to change the button text

Written by Becca Berg
Updated over a week ago

Mapping fields in your forms

Written by Becca Berg
Updated over a week ago

My forms are not showing up

Form not in the drop down
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.
Written by Becca Berg
Updated over a week ago

How to create forms and contracts

Written by Becca Berg
Updated over a week ago

How to send a form

Written by Becca Berg
Updated over a week ago

Variables / Auto-fill / Smart Fields

The auto-filling smart-ness that cuts the work out for you.
Written by Becca Berg
Updated over a week ago

Canned Emails

Written by Becca Berg
Updated over a week ago

How to Move a Form/Contract to a new category

Written by Becca Berg
Updated over a week ago

Sending Proposals

Written by Becca Berg
Updated over a week ago

How to: Use Smart Fields / Autofill

Written by Becca Berg
Updated over a week ago