Dubsado

Affiliate Program

Best for: Client Onboarding & CRM

Last updated: July 25, 2026

4.6 / 5.0

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Dubsado replaces the pile of tools most freelancers duct-tape together — proposal doc here, contract signer there, invoicing somewhere else — with one system that chains the whole client journey into a single automated workflow. Enquiry lands, proposal goes out, contract follows on signature, deposit invoice fires, onboarding form arrives. Set up properly it's a genuine business transformation. The honest caveat: "set up properly" is a real project, not an afternoon.

Pros

Proposals, contracts, invoices, scheduling and portals in one place
Unlimited clients and projects on every plan
Workflows automate the entire client journey end to end
Three users included — no per-seat charge for small teams
21-day trial with full Premier access, no crippled features

Cons

— Starter has no workflows or scheduling — the very reason to buy
— Add-ons stack: extra brands and extra users billed separately
— Steep learning curve; budget hours of unpaid setup
— Limited form logic and a fixed client portal layout
— No permanent free plan

Key features

Lead capture forms & client portals

Proposals & e-signature contracts

Invoicing & payment plans

Automated workflows (Premier)

Appointment scheduler (Premier)

Canned emails & form templates

Time tracking & time-based invoicing

QuickBooks, Xero & Zapier (Premier)

Stripe, Square & PayPal payments

Multi-brand support (paid add-on)

Pricing

STARTS AT

$20–$40/mo

Monthly billing Annual discount Free trial: Yes

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Frequently asked questions

Starter or Premier? +

Starter covers the paperwork — invoices, forms, contracts, portals. Premier adds the scheduler, automated workflows, public proposals and integrations. The price gap is small; the capability gap is not. If you want anything automated, you need Premier.

Is there a free plan? +

No permanent free tier — but the 21-day trial gives full Premier access, long enough to build a real workflow and actually test it. Use it properly; don't sign up and forget.

What are the hidden costs? +

Three users are included; beyond that it's roughly $25/mo for 4–10 users, $45/mo for 11–20, $60/mo for 21–30. Each extra brand is about $10/mo. And payment processing is separate — Dubsado takes no cut, but Stripe still charges ~2.9% + $0.30.

Is Dubsado hard to learn? +

Yes — it's the most common complaint. Building your first workflow means mapping your whole client process, then translating it into forms, emails and triggers. There's an entire industry of certified Dubsado specialists, which tells you something.

Who is Dubsado best for? +

Solo service providers and small studios with a repeatable client journey — enquiry, proposal, contract, deposit, onboarding, delivery. If every client gets the same sequence, Dubsado turns it into one automation. If your work is bespoke every time, you'll fight it.

Dubsado or HoneyBook? +

Dubsado wins on automation depth and customisation. HoneyBook is easier to learn and faster to launch, with a more polished client-facing feel out of the box. Pick Dubsado if you'll invest the setup time; HoneyBook if you need to be running this week.

Not sure yet?