What we use it for:
- E-signature for Engagement Letters and other authorizations
- Invoicing and payments
- Contact forms/lead captures on our website
- Client surveys
- HR application process
- Calendar Scheduler
What we don’t use it for: bookkeeping.
Why we love it:
We get compliments on our awesome proposals all. the. time. A lot of the credit goes to the Dubsado platform! A favorite feature of Dubsado is we can send a proposal, engagement letter to e-sign, and the first invoice to pay all in one step. And it looks beautiful. Plus, when a client signs on, it’s set up to automatically send a welcome kit. Bam. Talk about setting a great first impression!
Want to check it out? Here’s our referral link. Let us know how you like it!