Automation

Cut out the busywork

Maximize your efficiency and minimize your workload. Automation helps you streamline your entire process.

Automation

There’s a form for that

Contracts &
Sub-Agreements

Make it official. Create contracts, agreements, and proofs for your clients to sign.

Questionnaires

Cut down on the emails. Collect all the info you need for the job in one quick, easy form.

Proposals

Sell your goods and services or create custom quotes. Embed a proposal to sell right from your website.

Lead captures

Embed a lead capture form on your website to get new clients quickly and easily.

Automated workflows

Automatically send emails, forms, and invoices, and trigger unique actions and tasks within a project—all before you’ve poured your morning coffee.

Auto-filled smart fields

Use the info you’ve collected from clients to auto-fill fields, so every form and email is personalized just for them. You can even create custom smart fields to suite your business.

Engage with new leads

Get used to hearing things like, “Thanks for following up so quickly!” A workflow can automatically send a friendly follow-up email after a lead capture form is filled out.

Dubsado is my trusted business partner, always in the background tending to the details so that I can focus on my clients. It sends reminders to my clients that I would surely forget, and gently nudges me when I need to take action. Dubsado never takes a sick day!

Automation
Bill Hines
Financial Counselor
Automation Overview

More efficiency, less effort

Custom triggers

Customize workflow actions to be triggered by specific conditions or at certain times.

Task reminders

Create task reminders within a workflow for you and your team to stay on track with each project.

Tags & statuses

Use workflows to tag projects and change project statuses for quick and easy organizing.

Autopay

Set up recurring invoices that automatically collect payments from clients, like a subscription.

Client reminders

Send automatic reminders to notify your clients about incomplete forms or upcoming payments.

Reusable templates

Create templates for workflows, forms, proposal packages, canned emails, and more.

Reporting

Track your growth

Every dollar counts. Dubsado helps you stay on top of your profits and losses.

Financial reports

Compare month to month financial history and view profit breakdown.

Chart of accounts

Organize your income and expenses into different categories.

Outstanding invoices

View all invoices that are past due with a single click.

Earnings goals

Set annual or monthly goals and track your progress along the way.

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