Creating Unique Proposals
There are many reasons why you might choose to customize a proposal prior to sending it. Sometimes, you might need to send a custom quote and so you need to update the amount that is on the proposal, or you might need to switch out all the copy or images on the proposal. In Dubsado, there is a right and a wrong way to make these adjustments, and I’m going to show you how to do it! This works with contracts, sub-agreements, questionnaires, and proposals.
Create Your Template in Your Template Area
The first thing you will want to do is create your template in your template area of your Dubsado. This will be your master template and will be able to be customized on a per client bases. Once you create your form in your template area, you will be able to easily customize it inside each client project.
Add Your Form to Your Project
The next step is to add the form to your client’s project. This can be done manually, via the “Forms” Tab in side their project, or it can be done via a workflow. If you are adding it via a workflow, I recommend adding a “To-Do” Step in front of the send form step in order to pause the workflow until you have a chance to customize it.
Make sure the to-do step triggers right away, and the “send form” action is set to trigger after all previous actions are complete as in the example below:
Edit the Form Inside Your Project
Once you add the form inside a project, there will be an option to edit. This edits only the copy of the form that you added to the project and not your actual form template or any other forms that you copied from it.
