Are outdated prices lurking in your Dubsado proposals? Don’t worry, mastering the Dubsado pricing update is simpler than you think!
As creative entrepreneurs, our time is precious. But when it comes to updating our service prices in Dubsado, it can feel like a daunting task. You might find yourself scrambling to update individual proposals, or worse, sending them out with outdated information. Let’s change that!
The Power of Package Templates for Dubsado Pricing Update
The secret to seamless Dubsado pricing updates lies in your package templates. These templates are the backbone of your proposals, housing the essential details of your services, including your pricing.
By updating your pricing directly within the package template, you can effortlessly cascade those changes to all your proposals that use that template. It’s a simple, yet powerful trick that will save you hours of manual work.
Step-by-Step Guide to Dubsado Pricing Updates
- Locate Your Package Templates: Navigate to the “Templates” section in Dubsado, then select “Packages.”
- Update Your Pricing: Find the package you want to modify, click “Edit,” and adjust the price to your new rate. Save your changes.
- Automatic Updates: Dubsado will prompt you to update related proposal templates. Choose “Yes” to instantly reflect your new pricing in all relevant proposals.
Important Note: This method only updates templated proposals. It will not automatically update proposals that are already in progress or have been sent to clients. If you need to update pricing for an active project, simply re-select the updated package template within the proposal.
Smart Fields for Seamless Contracts After Your Dubsado Pricing Update
To ensure your contracts always reflect your latest pricing, use “Smart Fields” that pull information directly from your proposals. This eliminates the need for manual updates and ensures accuracy.
See how to update your own package pricing with Dubsado pricing update video walkthrough:
Let’s Simplify Your Dubsado Experience
Are you feeling overwhelmed by Dubsado? Don’t worry, you’re not alone! Many creative entrepreneurs struggle with the technical aspects of this powerful tool. If you’re ready to take the stress out of Dubsado, I’m here to help.
Together, we can:
- Streamline your workflows
- Automate your client onboarding
- Create a Dubsado system that works for you
Let’s chat! Schedule a free clarity call and discover how we can transform your Dubsado experience.
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