Dubsado: workflow management promotions, coupons, offers

You can get Dubsado coupons or promo codes from various sources, such as their website, email newsletter, social media, or third-party sites. Some of the popular third-party sites that offer Dubsado coupons or promo codes are RetailMeNot, Dealspotr, CouponBirds, and Wethrift. You can also use the code "Elizabeth30" to get 30% off your first year or month if you do a month to month subscription from Elizabeth McCravy or the code "BOSSPROJECT" to get the same offer from Boss Project.

To use a coupon or promo code at Dubsado, you need to enter the code in the box that says 'Promo Code' at the checkout page and click 'Apply'. You will see the discount applied to your order total. You can only use one coupon or promo code per order.

Some coupons or promo codes may have restrictions, such as minimum purchase amount, expiration date, or exclusions. You can check the terms and conditions of each coupon or promo code on their website or on the third-party site where you found it. You can also contact their customer service for more details.

Dubsado offers a free trial that lasts for 14 days or until you book three clients, whichever comes first. You do not need a credit card to sign up. During the trial, you can access all the features of Dubsado and test them out with your own clients. You can also watch the Dubsado basics video series, follow the Dubsado setup checklist, or join a live webinar to learn how to use the platform effectively.

Dubsado has two plans: Starter and Premier. The Starter plan costs $20 per month or $200 per year and includes unlimited projects and clients, invoicing and payment plans, and form and email templates. The Premier plan costs $40 per month or $400 per year and includes everything in the Starter plan, plus scheduling, automated workflows, public proposals, multiple lead captures, Zapier integration, and more. You can also add extra brands and users for an additional fee. You can compare the plans and features with other platforms on their website.

Dubsado has a referral program that allows you to earn credits for inviting your friends to join the platform. You can get $25 in Dubsado credit for every friend who signs up using your referral link and becomes a paying customer. Your friend will also get a 20% off coupon for their first month or year. You can find your referral link and track your credits on your account settings.

The pricing for Dubsado depends on the plan you choose. There are two plans: Starter and Premier. The Starter plan costs $20 per month or $200 per year and includes unlimited projects and clients, invoicing and payment plans, and form and email templates. The Premier plan costs $40 per month or $400 per year and includes everything in the Starter plan, plus scheduling, automated workflows, public proposals, multiple lead captures, Zapier integration, and more. You can also add extra brands and users for an additional fee.

To get started with Dubsado, you can sign up for a free trial that lasts for 14 days or until you book three clients, whichever comes first. You do not need a credit card to sign up. During the trial, you can access all the features of Dubsado and test them out with your own clients. You can also watch the Dubsado basics video series, follow the Dubsado setup checklist, or join a live webinar to learn how to use the platform effectively.

Workflows are a way to automate your client process in Dubsado. You can create workflows that send forms, emails, invoices, scheduling invites, and more to your clients based on certain triggers. For example, you can create a workflow that sends a proposal, contract, and invoice to a new lead after they fill out a contact form on your website. You can also create workflows that change the project status, add tags, create tasks, and pause for your approval. You can find some examples of workflows for different industries and services on the Dubsado website or on their blog.

Dubsado has many features that can help you manage your clients, automate your work, and grow your business. Some of the popular features are: - Customizable form templates: You can create contracts, lead capture forms, questionnaires, and proposals that match your brand and style. - Easy-to-pay online invoices: You can send invoices to your clients and accept payments through Stripe, Square, or PayPal. You can also create payment plans, recurring payments, and payment reminders. - Personable automation: You can use workflows and appointment schedulers to automate the day-to-day tasks of your business, such as sending emails, forms, invoices, and more. You can also personalize your automation with smart fields and conditional logic. - Interactive client portals: You can provide your clients with a home base where they can access project details, view documents, pay invoices, and communicate with you. - Built-in scheduler: You can allow your clients to book calls, sessions, and appointments right from your website or client portal. You can also sync your calendar with Google Calendar, iCal, or Outlook. - Integrations: You can connect Dubsado with other tools and platforms, such as Zapier, video conferencing, accounting software, email providers, and more.

To use a promo code at checkout, you need to enter the code in the box that says 'Promo Code' and click 'Apply'. You will see the discount applied to your order total. You can only use one promo code per order.

Some promotions may have restrictions, such as minimum purchase amount, expiration date, or exclusions. You can check the terms and conditions of each promotion on the Dubsado website or contact their customer service for more details.