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Did you know you can actually send a proposal, contract and an invoice as a single link over ONE email in Dubsado? Yes! That is whatwe are talking about today. Hi, Im Deepti, a Certified Dubsado Specialist, a content creator, and a mom. And in this channel we talk about workflows, client experience, and of course, Dubsado. In todays video, we are talking about how to send a proposal, contract, an invoice viaa single link in Dubsado. The resources needed and the settings involved. How to send this ina basic plan? How to add this as an action in an automated workflow? And well end the video withthe tip of the week! So stay tuned until the end. Lets begin. Now in order to share a proposal, contract and invoice, the basic resources needed are of course a proposal, a contract and apackage. Where can you create them? Lets go to the templates section, go to the forms areaand create a basic contract. For the proposal, lets say we create a proposal and here arethe basic settings yo
