Emails + Projects
You can connect this many email addresses to a Dubsado brand.
One
These three form types all use the Form Link smart field.
There can only be one of these forms per project.
Contract
This type of proposal allows you to make tweaks & customizations prior to sending it to the client.
Quote Proposal
This feature breaks an invoice total into one or more installments and sets a due date for each one.
Payment Plan
You can receive notifications in these three places.
Email, Dashboard, & Push
Sub-agreements in Dubsado use this type of smart field link.
{{form | formLink}}
These two forms can create new projects in Dubsado.
Lead Capture Form & Public Proposal
These three items can all be shared together through one link.
Proposal, Contract, & Invoice
These three payment processors can be connected to Dubsado.
Stripe, Square & PayPal
You can adjust the default "Contract Completed" email here...
This smart field {{user.contact.firstName}} will display this information.
Brand/business owner's first name.
You sent a client a questionnaire, but they tell you they cannot see the button in the email. Why would this be happening?
A missing Form Link Smart Field
These four things must be in place in order to create a public proposal.
You are wanting to send pricing to a client, but aren't ready for an invoice to be created yet. What should you do?
Send out a pricing guide as a questionnaire.
Blue calendar events represent this.
Projects with a "Job" status.
"I'm receiving an error when trying to send a payment reminder email manually through a project."
Payment reminder smart fields can only be used/sent inside a payment plan.
You can use this to attach an Excel spreadsheet to a form.
A File Uploader element.
"I want to see how much money I've made from 'Package A' when people pick this on my proposal." This is how you can accomplish that...
Create an income category in Chart of Accounts and assign it to Package A in the Templates section.
This relative due date option is the only one that will work with recurring invoices.
"after payment plan is applied to invoice"
Spouse's First Name & Birthday are great examples of these.
Client Custom Mapped Fields
This smart field category is only available on proposals.
Package
Name the three different options for an expiration date on a form.
Relative, Fixed, or None.
"I had to resend a client a proposal after they submitted it already." This issue is most likely going to happen.
The client will see double the line items (or package selections) on the invoice.
A client's payment structure is as follows - $1000 due upfront, 25% of the remaining balance due 1 month later, and whatever is left is due on the day of the event. The payment plan is...
1. $1000 - 0 days - after payment plan applied to invoice
2. 25% - 1 month - after payment plan applied to invoice
3. Divide equally - 0 days - before/after project date