Bill Add Smart Field For Free

Open the project where you would like to send a sub-agreement. In the Forms tab, use the dropdown to select a sub-agreement template. In the preview modal that appears, click Add. Click Send.

How to Use the Code Block. Adding a code block to your forms is super simple! In the list of options for different blocks, the code block is at the bottom right side of the menu. All you have to do is drag and drop it into your form, and then copy and paste your code into it.

To customize your client portal, head to your Settings (the gear icon) >> Portals.Changes the welcome message text at the top of the portal on the left hand side.Changes the text on the Projects tab in the portal.More items...

What are smart fields? A smart field is a text placeholder you can use in your email and form templates that will autofill once added to a project. Dubsado smart fields can be identified by their double curly braces: {{client.name}} The example above will autofill with the client's full name.

Edit a contract before sending If you no longer see the preview modal, click on the down arrow next to the Contract heading in the project side bar and select Edit. When you're finished editing, use the dropdown arrow next to Save and select Save and Close to save your changes and return to the project.

You can now add an HTML code block to questionnaires, lead capture, and proposals. This will allow you to insert custom code to that block, embedded videos and other code, etc... The possibilities are endless. Code to your hearts content.

Under Templates >> Forms, you can create and store contract and sub-agreement templates to use over and over. What makes contracts and sub-agreements different from the other templates in Dubsado is that you can add signature areas and initial fields.