Latest updates from the Dubsado team
Building a new form in Dubsado used to start with a blank canvas. Now it can start with a sentence, a PDF, or a conversation. You bring the idea. Dubsado drafts the bones. You bring the design.
Easy form creation lets you generate a working Dubsado form in three ways. Type a description of what you need. Drop in a PDF you already use. Edit the result by chatting with the builder.
The form you get back has the structure laid out, the sections in place, and the fields mapped to your client and project data. You step in to handle the polish, the brand, and the final touches.
NOTE: This feature is only available on Dubsado 3.0
Describe what you need. Click new form. Type a sentence describing what you want. The more specific you are, the better the draft. "A timeline questionnaire for wedding photographers with venue details, hair and makeup times, and special requests" gets a stronger draft than "a photography questionnaire." Include the form type, the audience, and the key questions or sections you need.
Upload a PDF. Drop in any PDF you already use, up to 10MB. The timeline you send wedding clients. Your podcast guest intake. The onboarding form you've been emailing as an attachment. The proposal template you built years ago. Dubsado reads the structure and converts it to a working form.
If your PDF is already filled in, check the box that says "This PDF already has data filled in." That tells Dubsado to reverse-engineer blank, reusable fields from a completed document. You end up with a template, not a copy.
Chat to edit. Once your form generates, a chat sidebar opens on the right. Type what you want changed. "Move the venue questions above the timeline." "Add a dropdown for package size." "Make the welcome message warmer." The form updates in real time, with the affected elements highlighted as they change.
You can also describe and upload at the same time. If you have a reference PDF but want to make a few tweaks upfront, drop in the PDF and type your notes in the same prompt.
All five form types: questionnaires, proposals, lead captures, contracts, and sub-agreements. Easy form creation handles the content scaffolding for any of them. As always, anything with legal weight should be reviewed before you hit send.
When Dubsado generates a form, it identifies which questions match your existing client and project data and wires them up. Client names, wedding dates, package selections, venue locations, project budgets — all the standard data points get smart fields connected for you.
No more typing handlebars syntax to remember. If a field maps incorrectly or you want to remap it, you can adjust in the form builder the same way you always have.
Easy form creation handles the content. You handle the design.
What comes out is the structure: sections laid out, fields mapped to your project and client data, the basics in place. What you bring is everything that makes the form feel like yours. The brand colors. The voice. The visual hierarchy. The personal touches that make a client know they're working with you, not a template.
Think of it as skipping the blank canvas, not skipping the work that makes your forms feel like you.
Open your forms page. Click "New form" or "New form template." The single prompt box is your new starting point. From there you can describe, upload, or both.
If you'd rather start from scratch the old way, click "Start from scratch instead." The original form builder is still there, exactly where it was.
File size and format. PDFs only, up to 10MB. If you have a Word document or Google Doc, convert to PDF first.
Specificity matters. A vague prompt gets a vague form. The more context you give, the less editing you'll do on the back end.
Always review before sending. Smart fields should auto-map correctly, but confirm those mappings match your specific workflow triggers. The system is fast, not psychic. A two-minute review at the end is the difference between a good draft and a sent form.
Editing by chat is faster than editing by click. Once your form generates, resist the urge to click around the builder to make changes. Type what you want changed in the chat sidebar instead. Most users default to clicking because that's what they've always done. Try chat editing once and you won't go back.
Rate limits. Up to 20 generations per minute. If you hit the limit, give it 60 seconds.
Privacy. Your form content stays yours. We don't train on customer data.
Does it replace the existing form builder? No. The original builder is still there. Easy form creation is a faster way to start. You'll likely still spend time in the regular builder to design and refine your form.
Can I use it on forms I've already built? Yes. Open any existing form and use the chat sidebar to make changes by description.
What if the draft is wrong? Edit it by chat, regenerate from a more specific prompt, or click "Start from scratch." Whatever's faster.
Does it work on mobile? The form builder is desktop-first. You can review generated forms on mobile, but generation works best on a larger screen.