Invoice Template Add Smart Field For Free

Custom mapped fields make Dubsado YOUR system. We provide a number of fields by default for basic client and project info (i.e. client's name, project date, etc.), but you can add fields that are relevant to your business so you can capture all the information you need.

Smart fields are data dictionary items with one or more business functions attached. Smart fields enable you to include complex, reusable calculations in detail sections of a report.Each smart field template is associated with a particular business view.

You can now add an HTML code block to questionnaires, lead capture, and proposals. This will allow you to insert custom code to that block, embedded videos and other code, etc... The possibilities are endless. Code to your hearts content.

Go to Templates >> Forms and click on the lead capture form you'd like to share. Once inside your lead capture form, click the Share button in the upper right corner. This will open a pop up modal. Copy the Iframe Code to embed on your website or the Direct Link to share a URL to the form.

Adding a Workflow Element to Your Lead Capture FormOpen the lead capture form template where you'd like to add the workflow element.Drag in or click on the Workflow element from the selection of form elements on the right side to add it to your form.Click on the newly-added workflow element dropdown on your form.More items...

Dubsado + Google Forms Integrations Zapier lets you send info between Dubsado and Google Forms automaticallyno code required. Triggers when a client submits a signed contract. Create a new response/entry (row) in a specific spreadsheet.

What are smart fields? A smart field is a text placeholder you can use in your email and form templates that will autofill once added to a project. Dubsado smart fields can be identified by their double curly braces: {{client.name}} The example above will autofill with the client's full name.