I'm your Chief Systems Officer. I take your complex problems, and find ways to simplify them. With both a background in Project Management and Business Analysis, I'm able to identify processes in your business that are either slowing you down, or negatively impacting your client's journey and experience with you.
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How much of a difference would it make in your day to not have to worry about proposals and contracts with new clients? It can be a tedious process that’s necessary to grow a business. It doesn’t have to be manual, though!
Dubsado makes sending and closing proposals easy! Gone are the days when you have to follow up with clients to get them to respond to your proposal. With Dubsado, those reminders will be automated so you can focus on closing more clients.
Better yet, even the proposal can be templatized! In this article, we’ll go over the steps to create a proposal template in Dubsado.
The first thing you want to do is create templates for your packages. This makes it super easy in the future to add packages to proposals. You can either add the package to the proposal yourself or have the client do it, similar to cart functionality.
You’ll need to add:
To create a package template in Dubsado, follow these steps:
You can add branded images to your proposals! Graphics personalize the proposal, even though it’s a template. Think about adding graphics to represent testimonials, the header to the proposal, your process, or other decorative pictures. Graphics are a great way to break up the lengthy text and brand your proposals.
The drag-and-drop feature in Dubsado makes building proposals simple! For a proposal, you’ll likely be using the column, text box, image, and package section types.
Here’s what you’ll want to add to your Dubsado workflow:
To automate your processes even further, add your contract and the invoice so the client can sign and pay right after they accept the proposal. Your contract is likely already templatized, so you’ll just need to connect it to the proposal. To do that, follow these steps:
If you also want to include the invoice, do these steps:
Now that you have your Dubsado proposal built, it’s time to send it! Simply clone the template each time you need to send a proposal and fill in the sections you left to personalize (client name, packages, etc.) Dubsado makes it super easy to create and send proposals to potential clients. Having it automated frees up your time to meet with more prospective clients and close more deals! Use the proposal building feature in Dubsado today.
Not wanting to build a Dubsado proposal template yourself? Check out my done-for-you Dubsado templates in my store. There’s one called True To You, and another called Brunch Essentials that gives you everything you need to get started using Dubsado to send proposals.
To keep it simple, I’m Ashley, a Chief Systems Officer. I take your complex problems and find ways to simplify them. My goal isn’t just to save you time (saving you time is the easy part!) – I want to fully level up the way you interact, manage, and fulfill offers for your clients. I want to help you provide a cohesive experience. An experience that not only feels like quality but looks that way too. From onboarding to offboarding – I want to transform each phase of interaction from lead to signed client. Let’s work together!