Joy to the world! With Dubsado, you now have the ability to share public proposals!!
If you’ve been with Dubsado for a while, you know that potential clients used to have to go through a lead capture form in order to book you/your services. The lead capture form served as a way to not only retrieve your client’s ever important contact info, but also as the first step to get the ball rolling in order for them to select their packages, receive a contract, and/or invoice. While it was fine for what it needed to do, folks like me wondered if there would come a time where this initial step could be removed and clients could be immediately directed to selecting their packages simultaneously while entering in their contact info instead of going through several steps.
In short, I wanted my client’s experience to feel more like a checkout window on Amazon versus a tedious, multi-step obstacle course to get what they wanted.
Flash forward to today and oh- how things have changed! Dubsado has listened!
Public proposals now allow you to share proposal publically…once you change a few settings.
How to make a public proposal:
- With your Dubsado account open, select or create a new proposal.
- Be sure to include the following fields somewhere in the proposal (if not the public proposal settings will not work): first name, last name, email. Make sure they remap to the correct fields. While you’re at it, make these fields required. For now, they each also have to be on their own line. They can’t be formatted into columns. Keep it simple, Shirley.
- When your form makes you happy, click the Settings tab at the top.
- Change your Privacy Settings from Private to Public.
- Select “Yes” for “Create a new project when this proposal is completed?”
- A new menu will appear. You can opt to have a workflow start once the proposal is submitted. You can also determine a default project status and/or project title to help you keep things organized. I usually put something generic like [Client Full Name] – Service Requested. The Service Requested field would change in each public proposal I have.
- Hit save! The Share button next to Save will be where you grab the embed link or URL. If you have to make changes to this form in the future, you don’t have to grab the embed link or URL again. The changes will automatically update for you.
When to use a public proposal:
- If you have multiple services you’d like to feature on your website and would like for folks to be able to click on a service button and be directed to purchasing it immediately.
- When you feel like being a boss.