May 24, 2019

Contracts and Forms in Dubsado

Before I signed up for Dubsado, I was using all kinds of programs for the different forms I needed in my business—I started off using Microsoft PowerPoint for my proposals, Word for my contracts (which were then uploaded to HelloSign to collect e-signatures, but I could only do 3 per month on their free plan), and Wufoo and JotForm for my questionnaires. At the time, these were all great options for me because they worked and were free, but as my business grew, it became VERY cumbersome to try and manage everything (and stay within the free limits on each account).

Enter Dubsado and it has replaced ALL of those platforms (and more) and now it’s SO much easier to keep up with the things that are happening in my business! I’ve created proposals that are linked to both contracts and invoices. I’ve set up questionnaires to be sent out once the contract is signed and payment is made. I even have a Feedback Form I send to my clients once our work together comes to an end. And it’s ALL contained within Dubsado!

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about sarah leigh day

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I'm a perfectionist and I strive for excellence...if there's a better, faster, more efficient way to do something, I wanna know how and I love sharing that kind of knowledge and empowerment with my clients, too!

So if you’re an Online Service Provider who longs to spend more time elevating your client experience than trying to remember what steps you missed, I’d love to work with you.

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