Dublaw: Foundations
Class 3
Packages, Proposals & Invoices
Class Outline
In our second class we will be spending all of our time on Dubsado’s forms and for good reason. Building upon five different form types available, you can create contacts,
Packages
Forms in Dubsado is without a doubt the area I spend most of my time in and for good reason. Forms are highly customizable and really, the only limit on how to use them
Proposals
Invoices
Videos
Class 3
Class 3 Q&A
Class and Q&A videos are yours to review and download, I just ask that you respect copyright laws and not share them with others.
Next Steps
Here are some ideas on how to expand on some of this week’s topics.
Packages
Upload your brand elements like logos, slogans, font, letter head etc. into Dubsado’s images so you can use them on the various form templates you create
Proposals
Play around with the form building blocks to get a feel for what they do and how the can be sized and aligned in a template
Invoices
Create columns using the column block and think about how you may want to incorporate that feature into your documents