Forms / Templates

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

How to create forms and contracts

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Written by Becca Berg
Updated over a week ago

Sending Proposals

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Written by Becca Berg
Updated over a week ago

How to Set Up a Public Proposal

Create a Proposal to embed on your website and allow clients to buy now!
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Written by Sam Gioia
Updated over a week ago

Allowing Clients to Select a Quantity in a Proposal

How to have your clients pick the quantity they would like within a proposal
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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

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Written by Becca Berg
Updated over a week ago

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