In this blog post, we will go through five ways you can use Dubsado to give your clients a great experience and save you time and money while running your business.

Feeling limited when it comes to using specific fonts, that remain on brand, while designing your Dubsado forms? Same here. Which is why I have made it easier for you to do just this!

When running a business, we encounter all different types of people. Part of our job as business owners is to ensure that we are able to do our jobs well and deliver our clients the highest possible results from our services. If you have been in business for any length of time, you will know that there are some people that are easier to work with you than others. There are people who you are so excited to work with and others who make you question whether you want to stay in business. This is a normal consequence of running a business.

As business owners, one of the most challenging things to deal with is money. For a lot of people, collecting payments and asking people to pay us can seem awkward, especially if a payment is late. But there are strategies that we can use in order to mitigate this, making it super easy for us to not feel as awkward when the situation is unfolding.

Images on Dubsado forms can have a significant impact when it comes to representing your brand. However, the size of the image files you upload is often too large, resulting in longer loading times for your form. Discover effective ways to optimize these images and enhance your loading speed. Additionally, if you're utilizing code, learn how to effortlessly copy the image URL for seamless integration into your code.

As a business owner, it is important to have a smooth onboarding process in order to ensure the success of your project with your clients. For many business owners, the onboarding phase is when you will be gathering information from your clients in order to ensure that you have everything you need to be able to successfully complete the project.

Have you ever wanted to create an email receipt when your client pays an invoice in Dubsado? Sure, you can have your payment processor auto send a receipt (i.e., Stripe or PayPal), but wouldn’t it be nice for your client to receive a more personalized email from you? Utilizing Dubsado’s Smart Fields and automation, we can do just this!

Have you ever wanted to redirect your client to an entirely different page after they submit one of your Dubsado forms? It’s possible with Lead Capture forms, and since the new form builder release, you’re able to redirect with public Proposals. But it’s not possible with private Proposals or Questionnaires. Until now…

Do you ever wonder what your client-to-be thinks after they go through your entire professional onboarding process only to be stopped in their tracks when “signing” your contract with some garish, elementary style font? Probably not. And to be honest, they’re not thinking much of it either.

It may seem superfluous to add a chat widget on your Dubsado forms. I get it. But hear me out! Let’s say you’re a designer and you’ve just finished an entire branding suite for your client. You’re using a proposal to showcase the work completed as a presentation to send to your client. What if there was a way for your client to communicate with you, on the fly, without having to open their email and request changes?

After my previous blogpost, How to Hide Dubsado Navigation Tabs, several people have asked me if there was a way to not only hide, but to change the text for Dubsado navigation tabs. The short answer is yes!

Our country is in trouble. We are experiencing another pandemic. However, unlike the novel Coronavirus, this virus is fueled by choice and it’s far from new. Oppression toward black people has gone on for centuries. It targets and kills the black community. And we have done nothing.

Have you ever wanted to make your Dubsado buttons more on brand and less generic? With this tutorial, you’ll walk away with fully custom buttons so that your forms match the buttons on your website.

One of the most asked questions people ask when looking at different CRMs is what is the difference between Honeybook and Dubsado? In this blog post, we do a deep dive into some specific features, what each one looks like on each platform, and the difference between the two. The key is to do your research, know your options, and find the program that is best for you and the services you offer to your customers!

Have you ever wanted to create some urgency when sending a Dubsado form to a lead and/or prospect? Good news! Now you can with a countdown timer. Dubsado already allows you to add an expiration date to your forms, but now you can accentuate that urgency with a visual that’s proven to convert leads into customers and clients.

With Dubsado’s new “Preview” button inside the new form builder, you’re able to see a pretty good example of how your forms will display when sending them off to your clients. But pretty good might not be good enough when you want to test the full experience. Check out this quick tutorial on how to view your Dubsado forms exactly how your clients will.

Do you ever wish you could hide the standard Dubsado names at the top of your forms? While it’s not always necessary, I like to hide form names when I want to send my clients something other than a ‘Proposal’ followed by an ‘Invoice.’