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

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.