How to Create a Public Proposal in Dubsado
Cait Potter
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11 steps
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32 seconds
Dubsado
1
Navigate to [https://hello.dubsado.com/dashboard](https://hello.dubsado.com/dashboard)
2
Click "Templates"
3
Click "Forms"
4
Create or select the relevant proposal.
5
Go to Settings.
NOTE! If your public proposal is (or will be) attached to a scheduler, you should NOT toggle on the contract option. Contracts cannot be paired with schedulers.
6
Toggle to YES this option.
7
Set all settings related to the public proposal. If your workflow isn't created yet, leave this blank and come back to this step later.
8
Fill in a Redirect URL, if desired. Note that if you have a contract or invoice attached to your proposal, the redirect URL will NOT work.
9
Select a default project status, if desired.
10
Customize the Project Title using the Client Smart Fields dropdown, otherwise all created projects will have the title of your form.
11
I recommend using "Client Full Name" to customize.
