Business Tools

Dubsado ACCOUNT Set-up

Dubsado ACCOUNT Set-up


Are You Ready to Automate Your Business?

Do you run a business that requires a lot of forms and managing projects with clients? Dubsado will help you run your business like a boss! Send proposals, contracts, invoices, questionnaires, and more with this incredible platform.

Here’s what’s included with your set-up:
  • Integrate logo and brand settings
  • Add packages and create proposal to match your brand
  • Add working contracts to your account
  • Set up an invoicing system and payment schedules
  • Integrate a payment processor so you can get paid!
  • Create custom branded questionnaires and other forms (up to three) to send clients during the on-boarding process
  • Create canned e-mails with copy that converts so you don’t have to write the same content over and over again every time you send a proposal / contract / invoice
  • Embed lead capture form into the contact page of your website (when a lead fills out your form it will automatically populate their information into your Dubsado account)
  • Draft an automated response so when leads fill out the contact form they know you’ll be in touch soon
  • Sync your email account, set up SPF records (so emails go directly to your clients’ inboxes, not their spam folders), and create custom, branded signature for emails
  • PDF guide walk through on how to use this amazing system
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