The best way to send a custom Dubsado proposal & contract

Planning to send a new lead a custom proposal & contract in Dubsado? Before you duplicate your proposal template, STOP!

In this blog post:

• What not to do

• How to send a custom Dubsado proposal and contract

  • Step-1: Basic requirements and proposal settings

  • Step-2: Bring the proposal template into the client project

  • Step-3: Customize Dubsado proposal and contract

  • Step-4: Steps to send the custom Dubsado proposal and contract

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What not to do

Do NOT duplicate your proposal template in the forms section. Here’s why:

1. Random ‘x’ copies: You will end up with 10+ somewhat similar proposals, with weird names, when duplicating the proposal template each time a new inquiry comes in.

2. No master template: Need to add a testimonial? Or edit the welcome message? Or add an Add-On? It becomes difficult to find the last updated proposal template copy to make these changes to, spending more time than necessary, and compromising on quality.

3. Unorganized Mess! If you’re anything like me, the unorganized mess will not let you concentrate. (And I tend to delay any tasks related to that icky corner of my system, which is the last thing we want, right!?)

Now that we know what we absolutely don’t want, here’s what can be done instead.

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Steps to sending a custom Dubsado proposal & contract

Prefer a video tutorial? Here’s a quick YouTube tutorial where I share the exact steps I have shared below:

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Step 1: Basic requirements & Proposal Settings

To begin with, go to Templates → Forms to complete these 1-time requirements:

1. Create by clicking on the '+' icon,

1. a (master) contract template

2. a (master) proposal template

2. In the proposal template settings:

1. Turn-On Contract and select the contract you wish to appear with this proposal from the drop-down menu.

2. Turn-On the Invoice option.

3. Save & Close the form.

Now that we have the basic resources ready, let’s move to step 2.

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Step 2: Bring the proposal template into the client project

1. If you have a workflow that sends the proposal, contract & invoice for you:

1. Go to the new client project → Forms tab.

2. If you do not have a workflow:

1. Go to the new client project → Forms tab.

2. Click on the drop-down menu and select the Proposal template.

3. ‘Add’ it to the project

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Step 3: Customize proposal & contract

1. For customizing Proposal:

1. Hover on the ‘Proposal’ template and click on ‘Edit’.

2. Make the necessary edits.

3. To change the package price & description, hover over the package section and click on the ‘Pen’ button to make the edits.

4. Click on 'Edit Package' icon from the left pop-up screen.

5. Make the necessary edits. Click on 'Save' and then 'Apply' button.

6. 'Save & Close' the proposal (form) once done.

2. For customizing Contract:

1. In the client project, find the contract on the left side of the screen.

2. Click on the drop-down menu and select ‘Edit’.

3. Open the contract and make the necessary edits.

4. Click ‘Save & Close’ once done.

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Step 4: Send

1. If you have a workflow that sends the proposal, contract & invoice for you:

1. Go to the ‘Workflows’ tab.

2. Mark the ToDo (if any) to indicate to Dubsado that you’ve updated the proposal & the contract.

3. Make any edits to the email body (if needed) by clicking on ‘Edit’ text in the workflow action that sends this proposal. Remember to ‘Apply’ the changes once done.

4. ‘Approve’ the workflow action to send the proposal, contract and invoice over email to the client.

2. If you do not have a workflow:

1. Go to the Forms tab.

2. Hover on the ‘Proposal’ template and click on ‘Send’.

3. Write the email body.

4. Click on send, or schedule your email to be sent later.

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And that’s it!

Let me know if you have any questions.

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