RFP Add Smart Field For Free - Add Smart Field

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...

It is NOT possible to attach a Dubsado form to a canned email.You create a template under Templates >> Forms. This is just a template that you'll re-use from project to project.You add the form to the client's project.This copy of the form now has a unique URL (a unique link) that the client needs to access the form.

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.

How to Use the Code Block. Adding a code block to your forms is super simple! In the list of options for different blocks, the code block is at the bottom right side of the menu. All you have to do is drag and drop it into your form, and then copy and paste your code into it.

Many people just hide the Download PDF button however people can still download and print forms even if you hide that button.

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.

To share your public proposal, after you have your first name, last name and email required fields on the form, click SHARE. And choose from either your embed code or the URL.