Let's see how to send Proposal, Contract, and Invoice as 1-Link with #dubsado
We talk about WHAT resources and settings are needed, HOW to send them with Dubsado's Free or Basic Plan, HOW to add this to an automated workflow in the Premier Plan, and 1 PRO TIP to design '5-star' Dubsado proposals.
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What’s in this video:
00:00 Introduction
00:43 Resources needed to send Proposal, Contract & Invoice as 1-Link with Dubsado
01:12 Proposal settings to send Proposal, Contract & Invoice as 1-Link with Dubsado
02:24 How to send Proposal, Contract & Invoice manually as 1-Link
03:23 How to update a Dubsado proposal inside client project?
04:37 How to edit/update a contract after applying to a project?
06:29 How to send a proposal through Dubsado workflow?
08:07 How to design a proposal from Dubsado Form Templates
09:08 Join our Free Facebook community! ([ Ссылка ])
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