Today's birthday feature is public proposals. If you do not see it yet, it might take a few hours to roll out to your account. Just keep refreshing!
It is the ability to embed your proposals on your website. Have clients pick packages, sign the contract and pay the invoice all without leaving your site. This functions similar to our lead capture forms you are used to. You can add a default workflow to it as well. (Workflow dropdown for different workflow options on a proposal coming soon.) Alternatively, if you didn't want to embed, you can use a public link to the proposal, and like a lead capture form, this one link can be used over and over again.
When a client fills out your embedded or public shared link proposal, a client and project is created for them. The proposal, contract and invoice will all be stored in that new project that was created.
Head into your proposal template, TEMPLATES >> FORMS. Create a new proposal or choose from an existing one. In the settings of the proposal click YES on creating a new project when proposal is completed. This now means every time this proposal is used, it creates a new project. (Note: if you do not want your proposal to create a new project, create another template for one that you will be using to apply to specific clients.) Clicking YES, will give you additional options to use with your public proposals.
You need to have 3 required fields before saving and sharing. FIRST NAME, LAST NAME, and EMAIL. Without those required mapped fields it will not allow you to get the code needed to publicly share your proposal. After you have added those fields, SAVE the form and the share button will allow you to click on it.
To share your public proposal, after you have your first name, last name and email required fields on the form, click SHARE.
And choose from either your embed code or the URL.
Any questions or support needed on this feature, please email us (firstname.lastname@example.org) or chat with us using the chat icon in your Dubsado dashboard.