Add Contract and Proposal Templates to Your Dubsado Account and link them together with an invoice attached
Kimberley Vargo
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29 steps
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2 minutes
Dubsado
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Navigate to [https://hello.dubsado.com/dashboard](https://hello.dubsado.com/dashboard)
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Click "Templates"
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Click "Forms"
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Click "Template Library"
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Click the "Select type of form" field.
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Click "Contract"
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Find one you like + Click "Preview"
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Click "Copy to Account"
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Make any edits you would like
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Click here.
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Click "Save form"
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Click "All forms"
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Click "Template Library"
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Click the "Select type of form" field.
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Click "Proposal"
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Find one you like + Click "Preview"
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Click "Copy to Account"
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Make any edits you'd like to the proposal template
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Click "Save form"
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Go to form settings.
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Toggle on "include contract"
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Click "Select contract for this proposal"
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Choose the contract that you want to attach
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If you want multiple packages to be selected, leave this on. If not, toggle it off.
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Toggle ON the invoice
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**If you are using this in a workflow, do not select a payment plan. You will want to attach the payment plan to the workflow. If you are not putting the proposal in a workflow, then choose a payment plan. Otherwise, stop here and you are DONE!**
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Click "Payment plan" (again, only do this if you are not using this proposal in a workflow)
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Click "Save form"
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Click "All forms" to exit
