10 Important Features To Include In Your Dubsado Proposal; How To Create a Proposal In Dubsado That Gets Results

Are you looking for a way to create a proposal that gets results? If so, you should be using Dubsado! Dubsado is a powerful tool that can help you streamline your proposal creation process and get more jobs done in less time. In this blog post, we will discuss what to include in your Dubsado proposal and how to make the most of this CRM. Let’s get started!

What is a Dubsado proposal?

A Dubsado proposal is a document that outlines the terms of your agreement with a client. It includes information such as your pricing, services offered, and the timeline for completion. A well-crafted Dubsado proposal can help you win new clients and grow your business.

Why use Dubsado for proposals?

Dubsado is an all-in-one business management software that helps you streamline your workflows and get more done in less time. It includes a built-in proposal tool that makes it easy to create professional proposals. Dubsado also offers powerful features such as client portals, contract management, and online payments. This makes Dubsado the perfect solution for busy entrepreneurs who need to get more done in less time.

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How to create a Dubsado proposal

Now that we’ve discussed what dubsado is and why you should be using it for proposals, let’s talk about how to actually create a dubsado proposal. The first step is to log into your dubsado account and click on the “Proposals” tab. From there, you will be able to create a new proposal by clicking on the “Create Proposal” button.

Once you have clicked on the “Create Proposal” button, you will be taken to the dubsado proposal builder. This is where you will enter all of the information for your proposal.

What is a public proposal?

Think of a public proposal as a sales page, if you don’t have a website yet then using public proposals for your services are going to be your best friend.

By using a public proposal this will create a new project automatically & allow the client to pay as soon as the client fills out their information. This will allow potential clients to book your services without having to lift a finger. They can complete the public proposal, sign the contract & pay the invoice. You can use the proposal link in your social media bio.

What should you include in your Dubsado proposal?

1. Welcome Introduction:

In the welcome introduction, you will want to thank the client for considering you for their project. You can also include a brief overview of your services and what makes you the perfect fit for the job.

Dubsado Proposal Design Welcome Introduction For Photographers
Dubsado Proposal Design – Welcome Introduction

2. About You:

The about you section is where you will talk about your qualifications and experience. This is your opportunity to sell yourself and convince the client that you are the best person for the job.

Dubsado Proposal Design About You Section
About You Section

3. Project Details & Timeline:

In the project details and timeline section, you will want to include information such as the scope of work, deliverables, and the timeline for completion. This is where you will outline what you will be doing for the client and when they can expect to receive the finished product.

Dubsado Proposal Timeline
Project Process & Timeline Section

4. Scope of Work & Investment:

In the scope of work and pricing section, you will want to include information such as the scope of work, deliverables, pricing, and payment terms. This is where you will outline what you will be doing for the client and how much it will cost.

Dubsado Proposal Packages
Dubsado Proposal Package

5. Add-on Packages:

If you offer any add-on services, this is where you will include them in your proposal. Add-on services are optional services that the client can choose to purchase if they wish. Think of this as your upsells.

Dubsado Packages For Photographers
Dubsado Add-on Packages For Photographers

6. Testimonials:

Including testimonials from past clients is a great way to build trust and credibility with your potential client. Testimonials show that you are a reputable business that can be trusted to deliver on your promises.

Dubsado Proposal testimonials
Dubsado Testimonial Section

7. Frequently Asked Questions:

The frequently asked questions section is where you will answer any questions that the client may have about your proposal. This is your chance to address any concerns that they may have and reassure them that you are the best person for the job.

Dubsado Proposal Frequently Asked Questions
Frequently Asked Questions For Dubsado Proposals

8. Collecting Their Information:

You will want to use form fields to collect any information you need from your potential client. This could be additional information that wasn’t on your lead capture form OR if this is a public proposal you will need to collect their name & email address. The additional information could be for project start dates, addresses or anything specific you need for their project.

TOP TIP: it’s a good idea to use mapped smart fields for important dates / fields.

Dubsado Proposal Client Information
Capturing Client Information In Dubsado Proposals

9. Next Steps:

In the next steps section, you will want to include information on how to get started with your project. This is where you will outline the steps that the client needs to take in order to get started. This could be completing the proposal, then going on to signing the contract & paying the deposit to secure the project. By doing this three-in-one proposal will also save you and your client time.

Dubsado Proposal Next Steps Guide
Next Steps Guide For Dubsado Proposals

In your footer, you will want to include links to your social media accounts, a sign-off message (thank you), a link for them to easily get in touch with you & a phone number (I like to use a clickable icon to take them through to a call & email).

Dubsado Proposal Footer Section
Dubsado Proposal Footer Section

Now that we’ve gone over what to include in your Dubsado proposal, let’s talk about how to make the most of this CRM.

When creating your proposal, be sure to use high-quality images that represent your brand well. You’ll also want to make sure that your proposal is easy to read and navigate. Use clear headings and subheadings, & include any important information the client will need to know about the project.

Final Thoughts

Finally, don’t forget to proofread your proposal before sending it off to your client. A few small errors can make a big impression, so be sure to double-check your work!

Now that you know what to include in your Dubsado proposal and how to design it, it’s time to get started on creating your own!

Get the exact same template I use for my Dubsado clients for a fraction of the cost. Want to know more about my one click Dubsado Proposal Templates then click here!

Want to find out more about Dubsado & if it’s right for your business? Sign up for a free trial here. You get 3 clients completely FREE & this code here will give you 30% off your first year or month

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Sarah Worboyes, Website Designer and Dubsado Strategist

Hi, I’m Sarah your WordPress Website Designer & Dubsado Specialist based in Ealing, London.

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