We did a little update. You can now edit the auto response that gets sent out when a client has signed a contract. Before it was a standard canned email that went out. To change that, just head to TEMPLATES >> CANNED EMAILS >> EDIT TEMPLATES >> Contract Completed
Also, if you needed to delete an email from a client's account, you can do that now as well. Just click the little trash can!
Our awesome engineering team has been working around the clock the past week at Dubsado HQ to bring you a new and better way to connect your Gmail account. As we grow and expand, we love that we are still able to take the amazing advice and suggestions of our Dubsado family and deliver them to you! One such request has been Gmail integration and we are excited to announce that it is now live! With its release, you now have additional methods of securing your account and making running your business through Dubsado even easier!
For a while now, we have allowed pretty much all servers to connect into Dubsado so you can send email through our system as email@example.com. Gmail behaves a little differently, so with a desire to give you the quickest and secure options to choose from, we have made it so that we connect with Gmail's API. This will provide you with unmatched security options, building upon Dubsado’s already stellar security methods.
If you previously had your Gmail connected in Dubsado, go in and reconnect it using our new connection. To do this head to SETTINGS >> BRAND SETTINGS >> OUTGOING EMAILS. If you are not using Gmail, then disregard all this. ;)
We are also working our way towards getting all your Dubsado email conversations sent and received within Dubsado itself! This will be huge, no doubt, but it is not the only thing that we have planned. Stay tuned as we have lots in store for our Dubsado Family. As always, thank you for your continued trust and support!
If a workflow action didn't send due to the time passing or whatnot, and you would like to manually send it, now you can just click SEND NOW and it will resend that action.
Also, now when you receive a notification in Dubsado and click on that form notification it informs you where this form belongs and link to the job/lead or client. It additionally gives the option to print a PDF from that page!
(contracts will lead to a different page to allow for counter signing!)
If you have ever just wanted an easy way to see all forms and if they have been sent or completed, this is going to be a fun update for you!
Head to the left side bar and click FORMS LIST to view this awesome update and nice form overview!
3 Even Columns are here! This is perfect for proposals when you want to show off your pricing. We are excited to allow just a little more flexibly to forms!
You can now add an HTML code block to questionnaires, lead capture, and proposals. This will allow you to insert custom code to that block, embedded videos and other code, etc... The possibilities are endless. Code to your hearts content.
On an update on the leads page a little bit ago we had to take out the .CSV exporter, but now it is back. Woo!
Our old text box had a few formatting errors, but this new updated one should fix that! :)
- Fixed colors not staying
- Fixed fonts reverting
- Improved Font Size Picker
Added mapped fields on lead capture forms. Company name, more address lines, etc... We are making our way to getting those CUSTOM mapped fields for you in all forms. But for now, enjoy this little update in the lead capture.