How to Create a Public Proposal in Dubsado
Public proposals are a great feature of Dubsado. They allow business owners to sell their products or services directly on their website or via a direct link - without the need for clients to first fill out a lead capture form or book a call.
In this blog post, we'll explore the features of public proposals in Dubsado and step-by-step guides on how to create them and share them with potential clients.
What is a Public Proposal?
A public proposal is a type of proposal in Dubsado that allows you to sell your products or services to new clients, and in the same step create a new project in Dubsado. What that means is that the proposal acts both as a proposal and as a lead capture form.
Regular proposals are shared with potential client that already have a project created in Dubsado, because they’ve completed a lead capture form at some point. Regular proposals also have unique links - meaning each project has it’s own unique proposal link.
Public proposals however, are what the name suggests - public. You can embed the proposal on your website or share the link with anyone, and they can view the proposal, select their packages and add-ons, and submit the proposal to begin working with you.
Because of this, public proposals is best suited for services that don’t require a sales or discovery call, or an application process before allowing clients to sign up.
How to Create a Public Proposal in Dubsado
To create a public proposal, in your proposal form in Dubsado:
Go to form settings
Toggle on ‘Create new project once proposal is completed’
Once you toggle it on, you’ll see a new settings appear that only apply to public proposals. You can set:
Default workflows: assign a workflow for each new client that submits the proposal.
Redirect URL: send each new client that signs up, to a URL on your site. This is a great way to share a thank you message or even get them started with course content or videos. Note: this option will not work if you have a contract and invoice connected to the proposal.
Project statuses: assign the project status for each new client that submits the proposal. This will be the status you see in your Dubsado project list.
Project title: assign a name for each new project that is created when the proposal is submitted. You can use smart fields to pull client or project information into the project title.
Toggle on the button to turn your proposal into a public proposal
How to Attach a Contract & Invoice to a Public Proposal
To streamline the process even further for your clients, you can connect a contract and invoice to your public proposal, so people can complete all the steps in one form to begin working with you.
To attach a contract to a proposal form in Dubsado:
Go to form settings
Toggle on ‘Include contract’ to Yes
Select the contract from the dropdown list
To attach an invoice to a proposal form in Dubsado:
Go to form settings
Toggle on ‘Include invoice’ to Yes
For clients to be able to select multiple packages and add-ons in this proposal, toggle on ‘Multiple packages can be selected’ to Yes
If applicable, select payment plan from a dropdown list. This will apply a payment plan to the invoice and split the payment plan up for you automatically and send reminders on the dates set in the payment plan
📌 Important: If you attach a default workflow to the proposal that has a payment plan attached to it DO NOT attach a payment plan to proposal form as well. They will cancel each other out. Payment plans need to be applied in a single place, ideally the workflow.
Attach a contract and invoice to a Dubsado proposal
How to Share a Dubsado Public Proposal
Once your Dubsado proposal is a public proposal, the ‘Share’ menu will be enabled in your form. To send your public proposal you have two options:
Embed Code: click the embed code to copy it, and place it in a code block on your website. This will embed your proposal directly into your website allowing you to use a URL on your site vs. a Dubsado URL.
Direct link: click the direct link to copy it. You can send it via email or you can place the link in your site, or anywhere else you’d like.
📌 Note: in order to share your public proposal, you must include the following form fields in your proposal:
First Name
Last Name
E-mail address
These must be required and mapped to the matching smart fields. What this does, is allow Dubsado to have the minimum amount of information necessary to create a new project each time the form is submitted.
Link or embed code to share a Dubsado Public Proposal
Tutorial: How to Create a Public Proposal in Dubsado
Below is a tutorial to take you through how to create a public proposal in Dubsado. I’ll take you through the steps to turn your proposal into a public proposal, how to attach the contract and invoice and how to share it with your audience.
TLDR
Dubsado’s public proposals allow you to sell products and services to new clients directly on your website or via a direct link. They act as both a proposal and a lead capture form. This is a great feature for business owners who do not need sales calls or application forms to be completed before working with new clients.
You can turn your Dubsado proposal into a public proposal with a few steps in the form settings, and also attach a contract and invoice to make the process much easier for your clients.
Once ready, you can easily embed the proposal form on your website or share the link with potential clients. And… done! 🎉
Ready for a Dubsado Setup?
If you're ready to take action and work with me, the next step is to book a free 20 minute discovery call.
During our call, we'll see if we're a good fit to work together and one of two things may happen:
I may tell you you're not ready for a Dubsado setup and recommend other options for you.
I may tell you that you are ready for a Dubsado setup and share what it's like to work with me. If you decide to work with me, I'll send you a proposal after the call.
Ready to get started? 👉 Book your call