Dubsado Pros and Cons

Dubsado is a tool that has completely changed my business! Before I was using all different tools and services for things like contracts, invoicing, workflows and it was very difficult to keep up with. With Dubsado I can keep all my clients in one place, track their projects, send invoices, sign contracts, automate workflows, schedule appointments, create forms, track leads, and so much more! If you decide on one tool to use to run your business this should be it. Everything can be branded to match your business and they are constantly adding new features. Review collected by and hosted on G2.com.

The initial set up of Dubsado is very demanding and can be complicated. Some of the features can be buggy as well, specifically the form builders. I also wish there were some features that you had more control over or could tweak. Review collected by and hosted on G2.com.

The Dubsado user interface and ease-of-use is probably the best aspect of the tool, alongside its "form" templates that let you automate things from invoices, to questionnaires. Lastly, the customer support, especially for a relatively small company, is second-to-none. Review collected by and hosted on G2.com.

The web-based nature of the tool is powerful, but sometimes it can be slow. Also, this type of tool, being for other small businesses and people on the go, really should have an app. Review collected by and hosted on G2.com.

Love the workflows and the canned emails features. Love the forms and questionnaires. Love that there is a scheduler integrated, along with invoicing, accounting, etc. A true multi-tasker that is incredible value for the number of features and uses. Review collected by and hosted on G2.com.

Some things just don't work the way you need them to. They *mostly* work how you need them to, but sometimes there just aren't enough features that are integrated yet. So everything is usable, but it's like... 85% useful.

For instance, you can send workflow actions at specific times and dates OR at times relative to another trigger action on the project. But you *can't* send workflow actions at the same day each month or each week.

Another example: you can attach workflow trigger actions to invoices, but only to certain *kinds* of invoices. So, like I said... it's *mostly* useful until it doesn't do the specific thing you NEED it to do in that moment.

Also, the project management features are really only useful for the most basic of PM functions. It can't replace a more robust PM application, if that's what you need. Review collected by and hosted on G2.com.

Dubsado is an entrepreneur's dream. It has so many useful tools including automation that lets you set up tasks to be completed in a sequentially method so you don't have to think about sending follow up emails or "thank yous" once an action is completed. Review collected by and hosted on G2.com.

To be honest there isn't much to dislike about it. Perhaps it'd be helpful if they integrated with Acuity but other than that we LOVE using it. Review collected by and hosted on G2.com.

I love all the features Dubsado has as well as their amazing and responsive customer service. Their team is helpful, wicked smart, and even fun. Review collected by and hosted on G2.com.

There are a few features like project management sharing that could be added but not much else. Review collected by and hosted on G2.com.

I use Dubsado primarily for sending questionnaires to my clients during the on boarding process. I tried Google forms and the forms are not as clean and classy as the Dubsado questionnaires. I know that I can do lead generation, send emails, send proposals/contracts, use project management, invoices, etc and more however, have not really dipped into using Dubsado for all of that quite yet because I am currently using Keap (CRM) and Xero (for accounting). Would be great to educate myself more on how to use all of those other features. Review collected by and hosted on G2.com.

I think it would be great to have more follow up in email with using the Dubsado customer service team so, I may be able to use it more effectively. More video tutorials to show you how to maximize the platform. Perhaps, I missed this sequence but, a simple reminder to check in to see how I am doing would be very beneficial and I believe could keep more clients long-term. Since I only use it for Questionnaires, I am thinking that I could use another all-in-one software to do that. Review collected by and hosted on G2.com.

I love the customer service aspect of this product. If they don't already have a feature they will seriously look into adding it. Review collected by and hosted on G2.com.

I would love more out of the box features and templates. Review collected by and hosted on G2.com.

I like that Dubsado has everything I need to run the admin side of my webdesign business - invoices, contracts, accounting, and a client portal for uploading forms, homework etc. It's simplified everything fro myself and customers and stops me from having to use a whole bunch of different services. Review collected by and hosted on G2.com.

There are a couple of small issues such as not having an easy way to select "last year" when looking at the reports in the accounting section. It's a minor issue but mildly annoying. Review collected by and hosted on G2.com.

Responsive team-based support is amazing. I came to this product after leaving 17hats. They have consistently improved the software and the interface. The ability to send forms, contracts, quizzes, and documents from a central location is awesome. Review collected by and hosted on G2.com.

The only thing I don't currently like is the way you have to search for invoices and then go to the project to manage the invoice when you are doing payments. Review collected by and hosted on G2.com.

This is a convenient way to automate communications and keep track of leads.

The foms have a lot of options to style them, so they werent just plain basic form boxes. They had examples of automations which you could use to finalize your own. There was also help from Dubsado to make sure you got set up OK. The interface is easy to understand and see what's going on at a glance. We haven't used the scheduler yet.

the tasks and calendar being in the same place with all your lead info is very helpful. Review collected by and hosted on G2.com.

nothing yet. it seems pretty intuitive with enough options to satisfy difference sizes of businesses and uses. Review collected by and hosted on G2.com.