Why Dubsado is perfect for
Stationery Designers
See how Victoria customizes her client experience using Dubsado.
See how Victoria simplifies her business using Dubsado
STEP ONE
What is your lead capture process?
"We have a form that is on our website that brings people in. It's so easy because before we even get in touch with the prospective client, they're in our Dubsado system, we know all about them, and it's easy for us to take the next step in closing the deal."
STEP TWO
What is your onboarding process?
"After we have our initial discussion with the client, we send over a proposal (which also links to our contract and invoice). The best part of the proposal process is that we embed our invoice into the proposal...no one would know, it looks so chic! It saves me so much time - I never have to type anything out twice.
Once the proposal is signed and the retainer is collected, we send out an onboarding email. That email includes the client portal link, and the portal is populated with all of the forms and questionnaires we need the client to complete before we get started on our designs. One of the things I've heard from my other stationer friends is that their platforms don't allow sharing portals with multiple people. Dubsado makes it SO easy with one link that can be shared to whomever, which is important in the wedding business as most often multiple parties are involved in the design and in payments."
STEP THREE
What is your client management process?
"Everything we do is in Dubsado. All designs get uploaded into Proofs in Dubsado where our clients can add feedback. It makes it so easy - instead of attaching large files in emails, it's all under one roof. If I had a penny for the amount of time I've saved not searching through my inbox for the last conversation or last proof the client saw, I'd be rich!! Dubsado saves me so much time because everything is so easily accessible."
STEP FOUR
What is your payment process?
"Clients pay via invoice and I would say about 95% of our business is done through credit card payments via Stripe. It couldn't be easier; the system works so well and is very trustworthy."
An entire suite of business management tools for stationery designers
Seamlessly set new projects in motion
Bring in new clients quickly and easily with reusable templates for lead capture forms, questionnaires, proposals, and contracts—plus automated onboarding so no leads slip away.
Automate your busywork and focus on client work
Take repetitive tasks off your plate and keep projects on track with automated workflows, recurring payments, confirmation emails, payment reminders, and more.
Deliver a polished, branded experience
Ensure that everything your client sees reflects you—without designing assets from scratch. Your forms, documents, communications, and client portal highlight your brand, not ours.
Stay organized and aligned with clients
Set expectations and anticipate client needs with clear communications, centralized documents and project timelines, and easy collaboration through the client portal.
FAQs
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Which plan is best for you depends on where you are on your journey. Diving headfirst into complex business management tools can be a daunting task, so if you’re just starting out, the Starter plan is for you. You’ll get access to things like form creation tools, invoicing, canned emails, and client portals, all in one simple package. It’s a whole lot of bang for your buck, as the kids say. They still say that, right?
The Premier plan is for business owners who need to streamline their process. Being busy is a great problem to have, but it can quickly get overwhelming. With advanced features like scheduling templates, automated workflows, and bookkeeping integration, rest assured that you can take your hands off of the steering wheel when you need to, and your business will keep moving.
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Your free trial lasts 21 days and gives you full, unlimited access to our Premier plan that includes all the tools, automations, and features that make running your business smoother and more organized.
And you won’t be doing it alone. Our resources and team are here to guide you every step of the way.
We want you to have the time and space to truly explore Dubsado and see how it fits your unique business needs.
After all, you’re trusting us to help you manage and grow your business and that's not something we take lightly.
Start your free trial today and give all of our features a spin.
*No credit card info required -
Yes! You can collaborate with others in your industry in our Facebook Community once you set up a trial account.
We also have our YouTube channel that is full of educational content from our team and real Dubsado users.
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Our in-house Customer Care team is always here to help. You can chat us using the little chat bubble at the bottom right of this page or you can email us, hello@dubsado.com
Stop drowning in admin and start growing your business
Running projects without a system? You know the drill: details slip through cracks, payments need chasing, and you're stuck rebuilding processes from scratch. Break the cycle of busy work and give your business room to grow.