The Minimalist | Dubsado No-Code Proposal Template

The Minimalist | Dubsado No-Code Proposal Template

Regular price $20.00 USD
Regular price Sale price $20.00 USD
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Tired of spending hours on designing forms in Dubsado, only to come up short? Need a quick Project Proposal to either post on your website or send off to a specific perspective client?

We've designed these modular proposal templates so you can effectively market your offers, packages, and add on items...all in one place!

The best part?

There's absolutely no code required in order to get an awe-worthy form that will WOW your clients!

Easily edit and customize a few template sections in Canva and add them to your form on Dubsado. You can keep all of the pre-written prompts & questions that we've provided for freelance professionals, or you can add in more specific content that is unique to your business.

Just add your own business copy, images, and branding. We’ve designed these Dubsado templates with a color palette for bright and cheery brands, but feel free to customized them with your own color palette for cohesive branding across your website, social platforms, and marketing materials.


▶︎ ▶︎ This Editable Dubsado Proposal Template has been designed to:

+ Create an organized way to present your quote & project proposal
+ Outline new projects (so everyone's on the same page)
+ Provide new clients with the opportunity to accept their quote easily
+ Set clear policies, procedures, and boundaries so working together is a breeze
+ WOW your clients with an amazing first impression!

This tool gives you the ability to save both time and energy by creating a streamlined client on boarding process that not only impresses your clients, but takes the heavy-duty work off your shoulders at the same time. With a Dubsado proposal, you can even add your own contract and collect payments all at once!


▶︎ ▶︎ WHAT'S INSIDE?

• Customizable sections for a Header (3), Numbered Icons (1), and Footer (3)
• Done-for-you Dubsado Project Proposal Form that you can upload directly to your account
• Info Guide & Canva Basics Video Tutorial


▶︎ ▶︎ HOW IT WORKS

We value the ease and comfort of our customers, so the process of editing and distributing this resource is super easy!

IMPORTANT NOTE: You MUST have a Canva account in order to access these editable business resource files. It is free to sign up and use (unless you want access to the Premium Version), all you need is a Name, Email Address, and a Password to start.

Sign up here: canva.com

1 - Add this listing to your cart by clicking “Add to Cart”

2 - Submit your payment information and “Order”

3 - After you complete your order, you will see the link for downloading the files. They will be available in your purchase area (https://www.etsy.com/your/purchases)

4 - Download the .pdf file

- In the .pdf file, you will find a Canva Instruction Guide, which will include the link to the Canva editable files + link to video tutorial

- Read the entire guide for basic information on how to use Canva

- Click on the desired Canva link; you will be redirected to an editable version

- Follow the instructions in the video tutorial on how to get your templates onto Dubsado

5 - Use & Enjoy!


▶︎ ▶︎ HOW TO EDIT

After saving your own copy, simply switch out the colors and fonts to your liking, drag & drop your selected images into the existing frames, and make the content personalized to your brand and biz!

Each element is 100% customizable- you can add, remove or edit anything you would like.

It's as simple as that

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