How to send a custom Dubsado proposal & contract (the right way!)



Planning to send a new lead a custom proposal & contract in Dubsado?

Before you duplicate your proposal template, STOP!


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.



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:










Step 1: Basic requirements & Proposal Settings


How to create a Dubsado proposal and contract

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.


How to allow contract and invoice in a Dubsado proposal

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



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:


How to manually apply a Dubsado proposal in the client project

  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


Step 3: Customize proposal & contract


1. For customizing Proposal:


How to manually edit or customize a Dubsado 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.


How to edit to customize a Dubsado proposal package


2. For customizing Contract:


How to manually edit ot customize a Dubsado 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.



Step 4: Send

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


How to send a Dubsado proposal

  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:


How to manually send a Dubsado proposal

  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.


And that’s it!

Let me know if you have any questions.


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