Blog Posts & Resources

Browse blog posts on Dubsado, systems, automation, and tech — all created to help you save time, streamline your processes, and run your business with ease.

Whether you’re looking to elevate your client experience, improve your workflows, or learn how to set up systems that grow with you, these posts will give you practical insights and actionable steps to help you work smarter, not harder.

Featured Blog Posts

 
Dubsado Ema Katiraee Dubsado Ema Katiraee

How to Customize Your Dubsado URL

A cool feature inside of Dubsado is the ability to customize a elements to match your branding.

One of the elements you can customize is your Dubsado URL so it matches your domain.

In this blog post I’ll share the steps to customize your Dubsado URL.

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Dubsado, Zapier Ema Katiraee Dubsado, Zapier Ema Katiraee

How to use Zapier with Dubsado

Zapier is a tool that lets users integrate the applications they use with Dubsado. This allows for automation to occur despite not being directly integrated. In this post, I’ll show you how to use Zapier with Dubsado and share several examples of Zaps that connect Dubsado with other applications plus a YouTube video tutorial to take you through it step by step

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Dubsado Ema Katiraee Dubsado Ema Katiraee

How to Create Workflows in Dubsado

Workflows are the most powerful feature of Dubsado and one that can be a bit intimidating for those getting started.

They are a way of automating your client process, allowing you to send proposals, contracts, invoices, forms, emails and more automatically.

To make it easier for you to create your own workflows, in this blog post I've mapped out the 8 steps I follow to create workflows in Dubsado.

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Dubsado Proposals 101

What is a Dubsado proposal? Learn what a proposal is and the structure of a good proposal. Understand what a public proposal is and how to set up a public proposal in Dubsado.

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