Sending Dubsado Proposals Outside of Dubsado

For the most part, proposals are typically sent directly from Dubsado. However, there may be a situation where you’d rather just copy and paste the link into another email program to send it.

To do this, go to the client’s project and click the Forms tab. Hover over the proposal you want to send and click “View.” When the preview pops up, click the button that says “Copy Link.” Now you can paste that link anywhere else you’d like and send it outside of Dubsado!

Note: The link you send will be unique to that specific proposal and client. If you want to send out a proposal that can be used multiple times by different clients, check out my post on Public Proposals.