Latest updates from the Dubsado team
We added a countersign button for contracts. No more clicking into the contract, opening it in a new window, and signing. Just click the button and you're done. Finally, signing contracts is as easy as ordering pizza... minus the pizza.
Projects tab label fix - Fixed a labeling issue where the "New Contact" button appeared on a contact's Projects tab when it should say "New Project". The button now correctly displays based on context.
Duplicate client email validation - Resolved an issue where creating a new project with a "new client" email that already existed would fail silently. The email field now highlights in red with an accompanying toast notification when a contact with that email already exists, and the request properly prevents proceeding.
Updated the default status when creating a project - We updated the create project modal to pre-select "Lead: No Status" by default.
Video tutorial callout - Added a dismissible onboarding callout to the main navigation sidebar that helps users get started on Dubsado 3.0. It's like a helpful friend who knows when to show up and when to step aside.
Form management actions - Finally it's back! Added duplicate, download PDF, and apply to portal actions for forms within projects and contacts. This makes it easier to create fresh copies of forms, download them, or add them to client portals. Note: The duplicate option is hidden for contracts, and the "Apply to portal" button hides once a form is already applied.
Smart fields in form previews - Fixed a critical issue where invoice smart fields were not displaying in contract previews and editors when forms were applied to projects.
Invoice smart fields enhancement - Follow-up improvements to invoice smart fields in form previews. With this we also improved tax and discount calculations for better accuracy, and added additional computed fields to the formatted invoice data. We did the math so you don't have to... you're welcome.
Calendar payment filtering - Fixed an issue where payments with relative dates were not appearing on the calendar for basic users. The system now correctly retrieves all payments and filters by date, and also resolved a bug where editing an event in a takeover was creating a new event instead of updating the existing one. Time is relative, but your payment schedule shouldn't be invisible.
Event popover truncation - Fixed text truncation issues in event popovers across appointment details, external events, and internal events. Event information now displays properly without being cut off. We finally got to the point.
Coupon code case sensitivity - Fixed a bug where coupon codes entered in uppercase (like "ILOVEDUBSADO") were not being recognized. The system now converts all subscription coupon codes to lowercase for consistent matching. Because apparently we were YELLING about discounts and nobody could hear us.
Scheduler group link & event editing - Fixed two issues: scheduler group links were not populating when sending scheduler group emails, and editing events was creating duplicate events instead of updating the original. Both issues are now resolved. Two birds, one update... we're efficient like that.
Flow task completion - You can now mark tasks as complete directly within the flow visualization. The system determines action completion on the backend for better performance, and task nodes now display a completion checkbox for better visibility into workflow progress. Check, check, and check.
Improved inline editing - Expanded the clickable area for inline editing cells to the full cell width in table views, making it easier to select and edit. Selected cells now highlight with a green border for improved clarity and usability. We made it easier to hit the target..
Email composer positioning - Fixed an issue where the minimized email composer wasn't positioning correctly. The composer now properly tracks its minimized state and adjusts to the bottom-right corner when minimized, with improved performance for position updates. It finally knows its place.
Email list optimization - Significantly optimized the database for listing emails. The refactored service improves the performance and backend code organization, resulting in faster email list loading times. Basically, your emails load faster now. We won't say how fast, but let's just say they're in a hurry.