Latest updates from the Dubsado team
You send forms to clients all the time. Questionnaires, lead captures, proposals, contracts. But actually reviewing what they submitted? That meant scrolling through the entire styled form to find the answers buried between headers and dividers.
Not anymore. Now when you open a completed form, you'll see a new "Responses" tab at the top right that pulls out just the answers in a clean, scannable table. No design elements in the way. Just the information you need.
Copy responses to your clipboard and paste them into an email, a note, or a message to your team
Export to CSV so you can open it in a spreadsheet, share it with someone who doesn't have Dubsado access, or pull it into another tool
View and download uploaded files with thumbnail previews right from the response table
Toggle empty fields on or off so you see exactly as much or as little as you need
Works with questionnaires, contracts, proposals, lead capture forms, and subcontracts. Open any completed form and click the "Responses" tab to try it.
Note: This feature is only available in Dubsado 3.0
Improvements
Send uploaded PDFs in flows You can now automate sending uploaded PDFs directly within flows. Your clients get exactly what they need without you lifting a finger.
Consolidated events view The events view now shows both past and upcoming events, giving you the full picture of your client timeline in one place. Previously, seeing only upcoming events left you guessing about recent history.
Automatic navigation to applied flows When you apply a flow to a project, you're taken directly to it so you can start working right away. No more hunting around for the flow you just applied.
Board task removal You can now remove tasks from a project board without deleting them from your master task list. Keep your board clean without losing the to-dos that matter.
Bug fixes
Package subtotals in proposal previews Fixed an issue where package subtotals were displaying as $0.00 in proposal previews. Your numbers now show correctly for both you and your clients.
Package editing on proposals Manual edits to package line items and pricing now stick instead of reverting to the original configuration. What you change is what they see.
Project and client smart fields in workflows Fixed an issue preventing project and client smart fields from being selected in workflow email actions. Personalized automated emails, working as expected.
Scheduler custom invite emails Custom scheduler invite emails were being overridden by default templates. Your specific invite emails now send exactly as you designed them.
Client portal initialization for manually created clients Manually created clients were missing the required settings to activate their portals via workflow. Your automation can now welcome new clients without interruption.
Dubsado Payments onboarding resume flow Users who exit onboarding can now return and pick up right where they left off.
Task list permissions Fixed a permissions bug so private tasks are only visible to the people who are supposed to see them.
Contacts page header label Corrected an issue where the contacts page header was incorrectly displaying "Project."
Alternate contact CC for forms Alternate contacts are now automatically CC'd when sending forms.
Client contact edit icon on touch devices Restored the edit icon on iPads and touch devices so contact details can be updated without issue.
Package description bullet points Fixed the smart field logic so bullet points in package descriptions display correctly on proposals. They were previously pulling a disappearing act.
Workflow form trigger remapping Workflows triggered by form completion now reliably stay mapped to the correct form when applied to a project.
Lavender spelling correction "Lavender" is now spelled correctly in the code. Still smells just as sweet.