Dubsado Reviews - Pros & Cons, Ratings & more

HoneyBook

Odoo 

NetSuite

17hats

HubSpot CRM

SuiteDash

Dubsado is a platform that lets businesses customize reusable form templates for several contracts, lead capture forms, questionnaires, and proposals with unique branding. It also lets users create invoice templates with payment plans and keep track of every dollar earned or spent.

Dubsado

Web-based

Windows

Creative Designer

The time it saves, the ease of integration, and use for both me and my clients have been a true blessing as I started and run my business.

Leadership Coach, Bookkeeper & HR Consultant

If you already have workflows and templates, they'll migrate them over for you which helps. They also have some pretty awesome.

Photographer

I attempted to use Workflows a while back and found them confusing and honestly, a bit scary (e.g. automated emails potentially going out at the wrong times) to use.

Productivity Coach

I love the ability to customize everything sent out to clients allowing me to stay on brand. I also love that my clients find it easy to schedule and pay invoices.

Customer Experience Analyst

Dubsado is without a great tool, that is an absolute must for my business. It provides so much help and customization to be organized and operate better with my army of one structure.

Editor

I've had great experience with customer support and will continue to learn how to best use it to support my business.

I love that it is an all in one software that includes proposals, contracts and payments. I also like that I can do intake questionnaires for further info required.

Owner

Overall experience has been great. With a fee upgrades this will be even better.

Founder

Dubsado is 100% for you and 100% worth the cost. Which is quite affordable, all things considered.).

Business owner 

I love dubsado!!!! It is ideal for managing an event venue. I can assign employees task and clients with ease.

You will also find an unexpected and rarely experienced family atmosphere at Dubsado, with absolutely the BEST customer service.

Dubsado software has every feature imaginable to help you run your business. Easy to use, customizable, pop in your own logo and brand colors on contracts, invoices, and more.

Business Owner

They also had a lot of items on their roadmap that seem to be in the pipeline for years on end with no implementation in sight.

Educational Consultant

The idea of workflows seems interesting as well. Thus with the cost, it can ostensibly replace 2-3 different programs (contracts, proposals, invoicing, simple CRM).

I also has issues with clients not understanding how to pay the invoices in the proposals every time.

Having to set up a separate brand for each new currency is off-putting. I also find the design of the proposals and forms very limited.

The Xero integration needs work as it keeps cutting in and out.

Digital Media Specialist

Time Intensive and a Bit Clunky At Times - "Dubsado Overwhelm" Is A Real Thing.

Wave

Venmo

Great software, but overkill for my needs.

Overall experience has been great.  With a fee upgrades this will be even better.

Dubsado Review

Tech support is way too slow

I’ve had to use with clients and I find that while it offers a lot of what they need it lacks in ease of use. 

Dubsado: not the most user friendly option 

They tried to charge my clients 100 tokens more than I issued invoice 

Workflow King!

Dubsado over The Others (I've tried them all!)

Terrible customer service!

Makes my job easy

It's great and love using it and introducing it to other entrepreneurs.

Dubsado is a business management game changer!

Dubsado is without a great tool, that is an absolute must for my business. It provides so much help and customization to be organized and operate better with my army of one structure. 

Excellent for Efficiency and Customization

It definitely got the job done, it was the best platform out there for what we needed, but it could have been so much better.

Got the Job Done Well – Could Be Much Better

Has potential but don't listen

I love Dubsado and recommend it to all of my creative friends running small businesses. The time it saves, the ease of integration, and use for both me and my clients have been a true blessing as I started and run my business. I love I can tailor the system to my brand and look like a professional, larger than one person-run business. 

Dubsado is designed for Creatives

I can't live without it now!

This means the world to us. We hope it's everything you were looking for and more!

Since I started using Dubsado, my business feels easier to manage, especially considering I am a one-person business and I don't have to trust my memory anymore or rely on a paper journal. Automating actions has been a life saver!Also, my business looks way more professional since I started using forms and payments trough this platforms, and clients have let me know about it.

Best CRM I've ever tried!

Thank you so much for your review, Maria. We're so glad you're loving Dubsado and the time it gives back. We have form updates and an app on our roadmap so stick around ���� 

We're happy to have you!

Overall, I feel for some people with very repeatable processes (wedding photographers maybe) dubsado could work really well.

Dubsado has a learning curve for sure

After having constant frustrations and needing to constantly create work arounds, we decided to not use dubsado long term. It's a great product, but was not a good fit for our business due to a few specific requirements, especially around tax, invoicing, and pricing or payment options. Like i've said, it's a very powerful software, but is not always the right fit for every business. Hire a professional, think through your processes, and see if it will work for you. They have a great trial period (no end date, max of 3 customers) so you can have a good play with the system, without commitment, to see if it will work for you. 

Dubsado - the best of a bad bunch.

I did find Dubsado a little confusing at first, like I said I purchased a course on how to set up the workflows and it showed me the power that Dubsado offer. I also like how they are adding new things all the time. Now we can have people schedule, book and pay for appointments online its great!

Dubsado is getting better all the time!

Great customer support

Love it

It's a pretty great software, however a little clunky and the UX could be improved.  Great value for money, but does have some limitations.

Dubsado for small business owners

When reaching out to report an issue, customer service replies that it will be looked into, but weeks and months will pass without a resolution. They do not have the  courtesy to give an update on the solution. Customer service has gone downhill and they clearly do not appreciate their customers. I'm really disappointed with their lack of customer service, and although I have expressed my displeasure and frustration, they do not care.

Software issue? Customer service won't care

Nice system but can be confusing to use.

The customer support is what really turned me off. Although they are really responsive in the FB group, many of the answers I got from was that is not important to us right now. The questions centered around things most dubsado users were requesting. 

Not best for me

Great CRM, bit of a learning curve

Sarah O.:                                              Hi, I'm Sarah. I am a freelance editor, and I would give Dubsado a five out of five stars.
                                                       Before I had Dubsado, I used a couple of free programs. I don't remember their names that I used to cobble together different features that all work in Dubsado together now.
                                                       I actually used Dubsado as a client for working with another editor, and she used Dubsado, and I did the intake to work with her through it, and it was really seamless and it kept everything together that we were working on, so I just decided to give it a shot for myself.
                                                       I think it's really easy to get started. I think there's a pretty big learning curve using all the stuff that automates your workflow, and I haven't gotten there yet, but just to do the basic things I need, like scheduling, billing, and contracts, has been pretty easy.
                                                       I guess you would need to know, it has a pretty hefty price tag when, a lot of the features, you could use free apps or much cheaper apps for individual features. I think you need to know that you really want to work with all of these things together in one place, because that's what makes it worth paying the annual subscription fee.

Chief Marketing Officer

Dubsado Flows with Ease, Hard Setup

Yelle:                                                 Hi, I'm Yelle. I'm the co-founder of In Creative Co. We are a marketing and branding agency and we use Dubsado and I give it four out of five stars.
                                                       When we were looking at other softwares, we were looking for something that was really all in one with proposals, invoicing, and contracting. So we had some other options like HoneyBook, and our biggest hurdle with HoneyBook was that our clients actually had to log in to see their correspondence with us. So it didn't just come through an email and they could reply back through an email, they actually had to log into the system, which just seemed like an extra hurdle for client correspondence. The system was very similar to Dubsado, but just that was something that stopped us. And then we were also looking at this group called, I believe it was Workforce. It was something that was done through ADP, and they created something for when you're working with freelancers. I remember it being a great system, it was just so much more expensive, and so we thought we would start with Dubsado first and then move into that in a year or so, and we never actually did.
                                                       The reasons that we chose Dubsado was because it was that all-in-one system that we were looking for. It was such a neat way to go from your, I believe it was a proposal to a contract to an invoice, and it just so fluidly created this for you while you were putting it into the system and while your client was going through the steps to go through signing your contract, and it just created an invoice, so that was really smooth. We also really loved that there was a two-way signing feature, so both we could sign it and our clients or our team members could sign it, and then it created a login portal for them to have access to those signatures all the time. So it was actually something that our legal team told us was like an extra level of protection, that they weren't just getting a signature through their email, they had this portal that they could log into.
                                                       Getting started with Dubsado was exciting, but it was also a big learning curve, and that's the reason that I'm taking one star off of a five-star rating. It's challenging to set up, and I don't think that we ever actually got to its full potential. So when I was setting it up, I joined the Dubsado Facebook group, and they were very active on there, even with Facebook groups dying. This was about two, three years ago. And they were very helpful for whenever I had a problem, I would put it on there and there were a bunch of people who would respond to it. They also had a really good messaging forum or chatbot where we could get help, but the fact that they even needed this Facebook group meant that there was a steep learning curve for setting up Dubsado. It actually took about two weeks for us to set it up properly to be able to roll it out to our clients and team members.
                                                       So, definitely a challenge, but with that challenge does come a lot of flexibility, which was great. So we were able to customize the platform to what we wanted it to be. It wasn't just a plug and play platform where you set it up for five minutes and it was ready to go. That is why it took the two weeks to customize it, and the reason that we didn't get all the way towards where we wanted to be. We know that we could have made our proposals look a lot better looking, kind of like a website, but we just didn't give ourselves the time to implement that, and it seemed like we would have actually had to hire someone to set up all of those features for us.
                                                       If you want a platform that looks really professional to your clients and your team members, Dubsado is a great platform for that because there is this login portal. You do see these signatures. It is something that just auto generates those three steps that I was talking about. You can also save your projects in there, duplicate them, and adjust really easily. So I think that if you're looking for something that is an all-in-one platform like that, I think that this is a really good option. I think something that I didn't mention too is that your clients can actually pay through there and it goes right out into your Stripe account, which then hits your bank account. So that part is also that all in one for you.

Dubsado Reviews

Suggested alternatives

Pros and cons

54 reviews