About Dubsado
Overview
Dubsado is a business management platform built for creative service businesses. It brings lead capture, proposals, contracts, invoicing, payments, scheduling, and client communication into one system, so a single login replaces a stack of separate tools.
A husband-and-wife team of creative professionals — a photographer and a web developer — created Dubsado after seeing how many tools and steps a branded client experience required. The company has been self-funded since day one and serves over 30,000 creative businesses worldwide.
Key Benefits
- Send a proposal, contract, and invoice in one send, so clients get all three from the same branded form.
- Capture and convert leads automatically with branded intake forms, instant replies, and self-booking discovery calls.
- Automated reminders chase overdue payments while payment plans keep cash flowing.
- Automated workflows run your repeatable process around your own client milestones.
- Give every client a branded portal with 24/7 access to documents and project details.
- Accept payments in 135+ currencies with instant payouts and buy-now-pay-later options.
How It Works
You set up your branded forms, proposals, contracts, and payment plans once in Dubsado. When a lead submits an intake form, the platform replies instantly, books a discovery call, and triggers workflows that move the project from proposal to contract to invoice without manual follow-up.
Use Cases
- Photographers manage bookings, contracts, and client payments in one place.
- Web and graphic designers send branded proposals and collect deposits automatically.
- Coaches book discovery calls and automate client onboarding with questionnaires.
- Virtual assistants run scheduling, invoicing, and client communication for multiple clients at once.
- Event and wedding planners collect questionnaires and manage payment plans for each event.
- Marketers and agencies track projects, recurring billing, and reporting from a central dashboard.
Why Choose This Product
Dubsado centers on branding and adaptability: every touchpoint a client sees carries the business's brand and custom domain, and workflows adapt to how each owner works rather than forcing them into a template. Owners keep approval over important steps, and the company backs the platform with a dedicated support team, education resources, and a 21-day free trial with full access.
Dubsado Pros & Cons
- Combines proposals, contracts, and invoices into a single send
- Automated workflows and payment reminders that chase themselves
- Free 21-day trial with full Premier access and no credit card
- Trusted by over 30,000 creative businesses, with $8 billion processed
- Mobile app with Tap to Pay for in-person card payments
Key Features
Lead capture forms
All plansBranded intake forms capture leads, reply instantly, and book discovery calls without manual follow-up.
Proposals
On-brand proposals accept with one click and can embed in your website to trigger automated workflows.
Contracts & e-sign
All plansLegally binding agreements with e-signatures can be signed in minutes and tracked for compliance.
Invoicing & payments
All plansBranded invoices support payment plans, recurring billing, and automated reminders with processing in 135+ currencies.
Automated workflows
Premier PlanJourneys trigger around your client milestones and run repeatable tasks and project actions on their own.
Scheduling
Premier PlanClients book discovery calls and appointments that sync with your calendar to avoid double bookings.
Client portals
All plansEvery project gets one branded home where clients access key information and documents 24/7.
Reporting dashboards
Dashboards show project status, dynamic to-do lists, goal tracking, and projected income.
Mobile app
All plansApprove payments, confirm times, and answer urgent inquiries on the go, with Tap to Pay for in-person cards.
Bookkeeping sync
Premier PlanSync with QuickBooks Online and Xero to keep real-time financial data in your books.
Dubsado Pricing
View full pricing →- Email integration for all your communications
- Unlimited projects and clients
- Invoicing and payment plans
- Form and email templates
- Client portals
- Free email and live chat support
- Unlimited active lead capture forms
- Automated workflows
- Advanced scheduling and booking
- Bookkeeping integration
- Public proposals with status tracking
- Zapier integration
| Feature | Starter Plan $335/yr | Premier Plan $525/yr |
|---|---|---|
| Lead capture forms | ||
| Contracts & e-sign | ||
| Invoicing & payments | ||
| Automated workflows | ||
| Scheduling | ||
| Client portals | ||
| Mobile app | ||
| Bookkeeping sync |
Pricing extracted from the product website and may change. Check the source for current details.
Frequently asked questions about Dubsado
Which plan is right for me?
The Starter plan suits owners just getting started, with form creation, invoicing, canned emails, and client portals in one package. The Premier plan fits busy owners who need advanced features like scheduling templates, automated workflows, and bookkeeping integration so their business keeps moving without hands-on management.
How long is the trial?
Your free trial lasts 21 days and gives full, unlimited access to the Premier plan, including all tools, automations, and features. No credit card is required, and the Dubsado team and resources are available to guide you as you explore how the platform fits your business.
If I need help, who can I talk to?
The Customer Care team helps you beyond troubleshooting — they educate, encourage, assist, and advise. Even if you run your business alone, you will never be on your own, and you can reach the team by email or live chat on any paid plan.
Is Dubsado free?
Dubsado is a paid product. See the pricing section for current plans and starting prices.
How much does Dubsado cost?
Dubsado offers the following plans: Starter Plan, Premier Plan. See the pricing section for what's included in each tier and any per-seat or usage-based costs.
What platforms does Dubsado support?
Dubsado is available on: Web, iOS, Android.