One of the best automations in a Dubsado workflow that works for you is a Dubsado contract follow-up after a proposal has been completed. It’s one of my favorite workflows that I put together for my clients. I’m Lauren with The Smarter Creative. I’m a certified Dubsado specialist and I help creative entrepreneurs work smarter, […]
Let’s chat about how you can Automate Dubsado Proposal sending and follow-ups. In a lot of conversations about Dubsado, I hear people say ‘I send contracts and invoices to my clients and get paid. What’s the big deal with proposals?’ Here’s the deal: When you use proposals in Dubsado, in one link you’re able to […]
Tired of the never-ending hunt for client files in Dubsado? This game-changing Dubsado and Google Drive integration will transform your workflow and help you reclaim your sanity. Say goodbye to scattered files and hello to a centralized hub for all your client projects. Learn how to automate the creation of shared Google Drive folders, seamlessly integrate them with Dubsado, and empower your clients with easy file uploads. With this simple trick, you’ll look like a pro while saving time and energy. Don’t miss this opportunity to streamline your client experience and boost your productivity!
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Ahh if only one tech tool could do it all. Luckily we have automations to link all the different bits together. Zapier is a software that connects all the different programs you use together - think Dubsado, Flodesk, Google Drive, etc. Get your Zapier automation! (This does require a paid Zap account!)