Cait Potter Knowledge Base
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Forms

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

Categories

  • Account Setup
  • Canned Emails
  • Dubsado 3.0
  • Forms
  • General
  • Invoices
  • Portal
  • Reporting
  • Schedulers
  • Workflows
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