Contracts, Questionnaires, and Forms: How We Make Our Client's Process Seamless and Beautiful — and You Can Too!

Ever feel like you're juggling flaming torches while riding a unicycle when it comes to managing client paperwork? We've been there. But guess what? We've found a way to turn that circus act into a well-choreographed ballet. Enter Dubsado—the game-changer for our creative design agency.

Why Dubsado?

Imagine having a personal assistant who never sleeps, keeps all your client info organized, sends out contracts, invoices, and even remembers to wish your clients a happy birthday. That's Dubsado in a nutshell. It's a business management solution designed specifically for creative folks like us, helping to streamline operations and deliver top-notch client experiences.

Making Paperwork a Breeze

Let's talk about the not-so-glamorous side of our work: contracts, questionnaires, and forms. Essential? Absolutely. Exciting? Not so much. But with Dubsado, we've turned this tedious task into a seamless process.

• Contracts: We can create customizable, legally binding contracts that clients can sign digitally. No more printing, signing, scanning, or faxing (does anyone still fax?).

• Questionnaires and Forms: Need to gather client preferences or feedback? Dubsado lets us craft beautiful, branded questionnaires and forms that clients can fill out online. It's like having a virtual clipboard that's always ready.

Automation Station

One of our favorite Dubsado features is automation. We’ve set up workflows that automatically send the right forms at the right time. For example, when a client signs a contract, Dubsado can instantly send them a welcome email with a questionnaire to gather project details. It's like magic, but better because it's real.

Client Portals: A Home for Your Clients

Dubsado offers client portals where all communications, documents, and invoices are stored in one tidy place. Clients love having a go-to spot for everything related to their project, and we love not having to resend the same email five times.

Try Dubsado with a Sweet Deal

Ready to ditch the chaos and bring some zen into your client management process? We've got an exclusive offer just for you. Use our link to sign up for Dubsado and receive 20% off your first month or year. Trust us, your future self will thank you.

Full disclosure: We earn a commission when you make a purchase through our link, but I truly love and use it and want you to experience the Dubsado difference, too!