How to Build a Pretty Proposal in Dubsado 3.0

Learn how to build a professional Dubsado proposal that looks great and helps you book more clients with ease. Creating a beautiful client proposal is one of the best ways to stand out as a service provider. Dubsado 3.0 offers everything you need to help you build a client proposal that reflects your brand while remaining functional for your lead tracking. Whether you need to showcase a specific service proposal or just want to clean up your current document design, these steps will help you get it right. You will see exactly how to arrange your forms and graphical elements for a better client experience. Subscribe for weekly systems breakdowns, and let me know in the comments if you want to see a full walkthrough of my own proposal templates. ✨ WHAT YOU'LL LEARN: How to use containers (and containers inside containers) to control layout and background color How to drop in custom CSS so your proposal pulls your real brand fonts How to set up a package box that populates your contract and your invoice How to map client info fields so your contract fills itself in How to make simple next-steps icons in Canva and bring them into Dubsado ————————————————————— 🔗 LINKS MENTIONED IN THIS VIDEO: 🤑 Get 30% off your first month or year of Dubsado: https://dubsado.com/?c=smartercreative 🔤 Using custom fonts in Dubsado with CSS: https://thesmartercreative.com/use-cu... 📄 Dubsado custom proposals (two methods): https://thesmartercreative.com/dubsad... 🔁 Workflows playlist:    • Tired of Custom Rejection Emails? Try This...   🖊️ Get a custom form designed for you: https://portal.thesmartercreative.com... ————————————————————— 📌 TABLE OF CONTENTS: 00:00 Intro 00:38 Why Your Proposal Builds Trust 02:23 Starting a Fresh Template 03:07 Header, Logo, and Containers 11:23 Adding Your Package Box 20:45 Laying Out Next Steps 24:28 Previewing the Finished Proposal 26:56 Get Help in Your Dubsado ————————————————————— WORK WITH LAUREN: 🛒 Shop templates & resources → https://thesmartercreative.com/shop 📞 Book a free clarity call → https://thesmartercreative.com/clarit... 📝 Read the blog → https://thesmartercreative.com/blog 🫶 Join the Society: https://society.thesmartercreative.com/ 💌 Send me a DM -   / thesmartercreative   ▶️ Subscribe for more →    / @thesmartercreative   ————————————————————— 🎵 Epidemic Sound share.epidemicsound.com/zxp7k14 #dubsado #thesmartercreative #clientproposal #creativebusiness #businesssystems