About Dubsado

Dubsado is a software for small businesses that want to streamline their operations. The software allows users to create customizable templates for all their contracts, lead capture forms, questionnaires, and proposals—all with their unique branding. It also helps users generate invoices with payment plans and keep track of every dollar earned or spent. The automation features in Dubsado include automated workflows, recurring payments, confirmation emails, payment reminders, and more. The software also lets users manage their clients through projects and maintain organized communication with emails, task boards, and client portals.
Dubsado Software - Text: "Never lose track of where clients are in your process." Image: client experience funnel highlighting "deposit paid" client checkpoint
Dubsado Software - Text: "Get paid on time, every time with automated invoice reminders." Image: Screenshot of automated email with invoice information and button to pay
Dubsado Software - Text: "Custom, automated workflows to cut your workload down." Image: 8-step workflow with the first 7 checked to mark complete
Dubsado Software - Text" Customizable contracts and forms to showcase your brand at every touchpoint." Image: Form with custom brand colors, photos, and packages.
Dubsado video
Dubsado Software - Text: "Never lose track of where clients are in your process." Image: client experience funnel highlighting "deposit paid" client checkpoint - thumbnail
Dubsado Software - Text: "Get paid on time, every time with automated invoice reminders." Image: Screenshot of automated email with invoice information and button to pay - thumbnail
Dubsado Software - Text: "Custom, automated workflows to cut your workload down." Image: 8-step workflow with the first 7 checked to mark complete - thumbnail
Dubsado Software - Text" Customizable contracts and forms to showcase your brand at every touchpoint." Image: Form with custom brand colors, photos, and packages. - thumbnail

Dubsado pricing

Dubsado has a free version and offers a free trial. Dubsado paid version starts at USD 20.00/month.

Starting Price:
USD 20.00/month
Free Version:
Yes
Free trial:
Yes

Alternatives to Dubsado

Dubsado Reviews

Feature rating

Value for Money
4.2
Functionality
4
Ease of Use
3.6
Customer Support
4.3
5 reviews of 56 View all reviews
Yelle
Yelle
  • Industry: Marketing & Advertising
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
3
Customer Support
5

4
Reviewed on 02/08/2023

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.

Alternatives Considered

HoneyBook and WorkMarket

Reasons for Choosing Dubsado

We wanted to level up our business and find a platform more all-in-one

Switched From

PayPal, Stripe and Venmo

Reasons 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.
Brookelyn
  • Industry: Executive Office
  • Company size: Self Employed
  • Used Weekly for 1+ year
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
3
Customer Support
4

4
Reviewed on 21/12/2023

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

HoneyBook

Reasons for Switching to Dubsado

This particular client needed more automations and complex workflows, Honeybook does not currently have that capability.
Tanya
  • Industry: Design
  • Company size: Self Employed
  • Used Daily for 1+ year
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 07/12/2024

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.

Chloe
  • Industry: Management Consulting
  • Company size: Self Employed
  • Used Monthly for 1+ year
  • Review Source
Value for Money
0
Functionality
3
Ease of Use
3
Customer Support
0

3
Reviewed on 11/11/2024

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.

Stephanie
  • Industry: Semiconductors
  • Company size: 1,001–5,000 Employees
  • Used Weekly for 2+ years
  • Review Source
Value for Money
0
Functionality
4
Ease of Use
3
Customer Support
5

5
Reviewed on 07/08/2023

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.

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