What it does
Dubsado manages client proposals, contracts, invoices, portals and service-booking workflows. Its Premier plan adds scheduling and automation to the core client tools. A 21-day trial provides full Premier access without a credit card, followed by paid monthly or annual plans.
Dubsado can combine a proposal, contract and invoice in one client-facing flow. For a service booking, the client can review scope, sign and arrange payment as connected steps. On Premier, workflows can respond to the signature by generating an invoice, activating the portal or beginning onboarding.
Starter and Premier
Starter costs USD 335 a year; Premier costs USD 525 a year. Both include unlimited projects and clients, invoicing, email integration, templates, portals and mobile access. Starter permits one active lead-capture form. Premier adds unlimited active lead forms, scheduling, workflows and bookkeeping integration. Monthly payment is also offered.
Choose Start for free to register. The current trial is time-limited to 21 days and includes Premier features. Use that period to configure a booking flow with the actual proposal, payment schedule and onboarding documents you need.
Strengths
- Proposal, contract and invoice can share a client booking flow
- Both paid plans include unlimited projects and clients
Watch out for
- Workflows and scheduling require Premier
- Starter permits only one active lead-capture form
Best for
- Service businesses coordinating client booking and onboarding
Sources
- Dubsado pricing and access (Oct 27, 2026)
- Dubsado (Oct 25, 2026)
- Streamline with workflows — Dubsado (Oct 25, 2026)