About Dubsado









Dubsado pricing
Dubsado has a free version and offers a free trial. Dubsado paid version starts at USD 20.00/month.
Alternatives to Dubsado
Dubsado Reviews
Feature rating

- Industry: Marketing & Advertising
- Company size: 11–50 Employees
- Used Daily for 1+ year
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Review Source
Got the Job Done Well – Could Be Much Better
It definitely got the job done, it was the best platform out there for what we needed, but it could have been so much better.
Pros
My boutique creative agency was looking for a way to send proposals to both our clients and teammates through a platform that also had invoicing. The way Dubsado merges the proposal, contract, and invoice is really seamless. We also liked that our clients and teammates had a login to their portal where they could see all their contracts and correspondence. The latter feature was better than Honeybook because they didn't need to login every time they wanted to see an email. They could see emails in their email.
Cons
Dubsado has a severe learning curve. It has such an active facebook group because it's so hard to set up Dubsado and there are people who literally specialize in Dubsado setup as part of their career. I think there has to be a more simple way to build a platform like this. I never had the time to make my contracts and portals look all specialized because Dubsado didn't make it easy to customize.
Reasons for Choosing Dubsado
We wanted to level up our business and find a platform more all-in-oneReasons for Switching to Dubsado
Dubsado seemed to be a better flow for our clients and teammates because they didn't have to log in to see their correspondence every time. WorkMarket was too expensive.- Industry: Executive Office
- Company size: Self Employed
- Used Weekly for 1+ year
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Review Source
Workflow King!
Pros
Workflows are very easy to create and manage. Proposals can populate contracts and invoice with precise detail. Smart fields and canned emails are easy to use.
Cons
I wish Dubsado would incorporate if/then options into their workflow, so I don't have to add so many worst case scenario steps into client workflows. I also wish that they would have folders inside of workflows and even templates. If one aspect of your clients business includes 10+ workflows and 30+ canned emails, it gets confusing without folders to start working on another revenue stream. I use prefixes to separate and organize, but folders would be a game changer.
Alternatives Considered
HoneyBookReasons for Switching to Dubsado
This particular client needed more automations and complex workflows, Honeybook does not currently have that capability.- Industry: Design
- Company size: Self Employed
- Used Daily for 1+ year
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Review Source
Great for client onboarding
It’s great. It makes sending proposals, automating workflows and managing leads really simple
Pros
It’s great for making client onboarding super simple. The first time I sent over a proposal, my client paid within 5 minutes because it was so easy!
Cons
I really wish the project management aspect was stronger. The client portal isn’t that great so I have to use a different project management tool. But it integrates really well with most things so it’s not too much of a problem.
- Industry: Management Consulting
- Company size: Self Employed
- Used Monthly for 1+ year
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Review Source
Great software, but overkill for my needs.
Pros
I like the contract management and forms. It helps unify my brand and keep all my legal items in one location. Also streamlines the contract signing process and editing the various contracts. I can also track payments on contracts there.
Cons
Overall it just feels a bit clunky and perhaps too expensive and heavy for my business.... but now I honestly feel stuck in the product since I spent so much time creating documents and the various scheduling links and forms are all through my dubsado account. If were to switch to another provider, I would have to do a major overhaul across all my other marketing tools.
- Industry: Semiconductors
- Company size: 1,001–5,000 Employees
- Used Weekly for 2+ years
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Review Source
Excellent for Efficiency and Customization
Dubsado is without a great tool, that is an absolute must for my business. It provides so much help and customization to be organized and operate better with my army of one structure.
Pros
What I love most about Dubsado is the able to create custom fields, contracts, proposals and more. This is super helpful when dealing with various project types. The automated workflows that can be created are also very amazing. You honestly can set it and forget about it.
Cons
Some features that could use some improvement in Dubsado is the email functionality and some of the client information. You are able to have your emails linked to Dubsado, however it doesn't really seem as helpful as I originally perceived it to be. Sometimes there is a lag between my actual email inbox versus the Dubsado inbox. The client information could be cleaned up, for example, I would love if it could recognize that I have already entered the same clients and maybe update information as needed.