Dubsado

Got the Job Done Well – Could Be Much Better

Comments: It definitely got the job done, it was the best platform out there for what we needed, but it could have been so much better.

Pros:

My boutique creative agency was looking for a way to send proposals to both our clients and teammates through a platform that also had invoicing. The way Dubsado merges the proposal, contract, and invoice is really seamless. We also liked that our clients and teammates had a login to their portal where they could see all their contracts and correspondence. The latter feature was better than Honeybook because they didn't need to login every time they wanted to see an email. They could see emails in their email.

Cons:

Dubsado has a severe learning curve. It has such an active facebook group because it's so hard to set up Dubsado and there are people who literally specialize in Dubsado setup as part of their career. I think there has to be a more simple way to build a platform like this. I never had the time to make my contracts and portals look all specialized because Dubsado didn't make it easy to customize.

Workflow King!

Pros:

Workflows are very easy to create and manage. Proposals can populate contracts and invoice with precise detail. Smart fields and canned emails are easy to use.

Cons:

I wish Dubsado would incorporate if/then options into their workflow, so I don't have to add so many worst case scenario steps into client workflows. I also wish that they would have folders inside of workflows and even templates. If one aspect of your clients business includes 10+ workflows and 30+ canned emails, it gets confusing without folders to start working on another revenue stream. I use prefixes to separate and organize, but folders would be a game changer.

Dubsado is terrific

Comments: Positive for sure. Makes my workload more streamlined and accurate

Pros:

This product is so easy to use very easy to manoeuvre around

Cons:

I don’t not like anything it’s all really well out together

Great software, but overkill for my needs.

Pros:

I like the contract management and forms. It helps unify my brand and keep all my legal items in one location. Also streamlines the contract signing process and editing the various contracts. I can also track payments on contracts there.

Cons:

Overall it just feels a bit clunky and perhaps too expensive and heavy for my business.... but now I honestly feel stuck in the product since I spent so much time creating documents and the various scheduling links and forms are all through my dubsado account. If were to switch to another provider, I would have to do a major overhaul across all my other marketing tools.

Great for client onboarding

Comments: It’s great. It makes sending proposals, automating workflows and managing leads really simple

Pros:

It’s great for making client onboarding super simple. The first time I sent over a proposal, my client paid within 5 minutes because it was so easy!

Cons:

I really wish the project management aspect was stronger. The client portal isn’t that great so I have to use a different project management tool. But it integrates really well with most things so it’s not too much of a problem.