One of the best ways to streamline your booking process is by linking your proposal, contract, and invoice together in Dubsado. That way, your clients can review your packages, sign their contract, and pay their invoice all in one seamless page.
Here’s how to do it (and a quick note about using templates to save you time).
Step 1: Build Your Proposal and Contract
Before you can link them, you’ll need a proposal and contract ready to go.
- Use Dubsado’s templates: A great starting point if you don’t have anything built yet. Copy one into your account and edit it with your own details.
- Start from scratch: Want a fully custom look? Build your proposal or contract directly in Dubsado.
- Upload what you already have: Already have a contract from your lawyer or a branded proposal you’ve been sending manually? Copy it right into Dubsado.
Templates aren’t required, but they’re a quick way to get started if you’re building from zero.
Step 2: Link Them Into One Page With an Invoice
Once you’ve built your forms, you can connect them into a single seamless flow:
- Go to Templates > Forms in Dubsado.
- Open your Proposal form.
- Link your Contract form to the proposal in proposal settings.
- Toggle on the Invoice so payment comes last.
To your client, this will feel like one continuous page: choose package → sign contract → pay invoice.
Step 3: Handle the Payment Plan Correctly
This part trips a lot of people up:
- Manual send (outside of a workflow): Add your payment plan directly in the settings, right after you toggle on the invoice.
- Workflow send: Leave the payment plan blank in the proposal. Your workflow will assign the correct schedule when it sends.
And that’s it! By building your proposal and contract first, then linking them with an invoice, you’ve turned a clunky three-step process into one polished page that makes it simple for clients to book you on the spot.
Want to see the step-by-step walkthrough? Check out my Scribe tutorial here ».
And if you’d rather not DIY, let’s chat about a DFY Dubsado setup. https://kimvargo.com/contact
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