Dubsado

ClickUp

Canny

Airtable

Google Calendar

Archive a Workflow

Customize Form

Customize Email in Workflow

Manually Start a Workflow

Archive a Project

Enter Smart Fields in Client Profile

Set Portal Password

Upload a PDF, Create a One-Time Link, or CloudSpot Gallery Link

Using an Internal Scheduler

Manually Sending Emails and Scheduling for Later

Customizing a Proposal & Package Price

Update Invoice

Manually Send Invoice

Manually apply payment/refund to invoice

Set Project Date

Set Project Location

Create a Recurring Invoice with Payment Plan

Check Off To Do in Workflow

Add Task Board Template to Project

Add Payment Plan to Invoice.

Customizing a PROOFING Form

Customizing a Dubsado Scheduler Template

How to Review Dubsado Forms Submitted by Clients

Create ClickUp List

Manually sending a Scheduler to an existing client

How to Counter Sign a Contract in Dubsado

How to Create a Recurring Invoice Payment Plan With Reminders BEFORE the Due Date

How to Manually Send a Form in Dubsado

Customizing Shot List & Timeline

How to Get Shareable Links to Dubsado Forms (for team sharing)

How to Set Up a Custom Payment Plan in Dubsado

Customize Dubsado Payment Plan by Removing Due Dates

Pause / Unpause a Dubsado Workflow

How to Allow Multiple Packages to Be Selected on a Proposal

Open a Form in New Tab

How to Cancel an Appointment in Dubsado

Request Client to Reschedule Appointment with Custom Email

Customize Workflow Step Send Date

Customize Contract on a Project

Update Package Price Across Templates

Connecting Google Calendars Outside Dubsado

Editing the price for a paid appointment in Dubsado

Updating Lead Capture Default Workflow

Apply Payment Plan to Dubsado Workflow

How to Share Airtable Interface

Dubsado To Do SOP Library

This tutorial guides you through customizing a proposal in Dubsado for a specific project. The changes you make following these directions will customize ONLY the proposal on a specific project. Your TEMPLATE proposal will remain unchanged.