How to automate your proposal, contract & invoice in Dubsado

Опубликовано: 27 Май 2026
на канале: Sarah Worboyes | Website & Dubsado Tips
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Learn the step-by-step process of automating your proposal, contract and invoices in Dubsado.

In this tutorial I take you through:

→ How to setup packages in Dubsado
→ How to setup payment plans and automate sending out invoices
→ How to setup project statuses
→ How to add packages to your proposals
→ How to setup your contract
→ The exact steps you need to take to setup your booking workflow

Want the canned email templates for free?

Check out the blog: https://sarahworboyes.co.uk/your-prop...
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Check out my Proposal Dubsado Templates: https://sarahworboyes.co.uk/template-...

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Want to find out more about Dubsado & if it’s right for your business? Sign up for a free trial by clicking the below link and this will also give you 30% off your first year or month:

https://www.dubsado.com/?c=sarahworboyes

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