Forms & Templates

Forms with function

Dubsado form templates are designed to save you time and help you create lasting client experiences.

Forms & Templates

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.

Save time with templates

Create custom form templates to use across every project, and use smart fields to ensure each form is unique to each client. Stay efficient without losing that special touch.

Get paid more quickly

Attach a contract and invoice to your proposal to reduce the time between getting someone’s attention and getting paid.

Your brand, not ours

Your forms should look like your business—your logo, your design, your personality. You are front and center. We’re just the crew behind the scenes, rooting for you.

I’m new to Dubsado, but it’s already been such a great help to myself & my business. What I like most? How customizable everything is! From workflows to client portals, contracts to emails, and everything in between. It’s helped me come across as professional and organized while also taking some of the menial tasks away from my workload.

Forms & Templates
Veronica Fee
Copywriter, Web/Graphic Designer
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.

But wait, there’s more...

E-signatures

E-signatures make signing a contract quick and easy. Add a second signature field for you to counter-sign.

Mobile Friendly

Clients can easily access and fill out your forms on any device.

Canned emails

Save time with canned emails. Use smart fields to fill them in with your client’s info so that every email is personalized.