Cait Potter Knowledge Base
  • Home
  • Dubsado
  • Moxie
  • Other Systems
  • The Setup OS
  • Admin
  • Contact
  • Contact

Forms

  • Customizing a Proposal & Package Price
  • How to Review Dubsado Forms Submitted by Clients
  • How to Get Shareable Links to Dubsado Forms (For Team Sharing)
  • Customize Form
  • Updating Lead Capture Default Workflow
  • Customizing a PROOFING Form
  • Customizing Shot List & Timeline
  • How to Allow Multiple Packages to Be Selected on a Proposal
  • Fill Out Internal Form
  • How to Manually Send a Form in Dubsado
  • Add Videos to Dubsado Form
  • Open a Form in a New Tab
  • View Dubsado Forms as Client
  • Customize Contract on a Project
  • Change Background Image in Container
  • Optimize Images for Dubsado
  • Edit Form Template
  • Add Signature Field to Form Template

Categories

  • Canned Emails
  • Forms
  • General
  • Invoices
  • Schedulers
  • Workflows
No results found

© Cait Potter 2026. Powered by Help Scout