# Dubsado review (2026): pricing, features, pros and cons Source: https://bestclientportals.com/tools/dubsado. Checked 2026-11-08. A client management tool for service businesses with forms, contracts, invoices, scheduling and client portals. - Starting price: $35/mo - Pricing grows: by plan - Free plan: no (21-day trial) - Unlimited team users: no - White label: Branded portals; custom domain - AI: AI email summaries and a meeting notetaker - Best for: Solo service businesses with contract-heavy onboarding ## Overview Dubsado is a client management tool for service businesses: forms, contracts, invoices, payments, scheduling, automated workflows and branded client portals. It was founded in 2015 and is based in Burbank, California, according to the company. Its strength is onboarding: moving a new client from inquiry through questionnaire, proposal, contract and first invoice with as little manual work as possible. Proposals can combine a contract, invoice and payment plan in one link, and workflows can run the sequence for you. It's built for solo service businesses and small teams with contract-heavy onboarding, more than for agencies handling ongoing requests. Dubsado itself says most users are set up within a week or two, and it offers a free 10-form migration, guides, workshops and independent Certified Specialists to help. A paid member community and a help center with walkthrough videos round out the support. That tells you something about the learning curve. ## Key features ### Forms Dubsado's forms cover questionnaires, intake forms and lead capture forms you can embed on your website, with optional CSS for custom styling. Starter allows 1 active lead capture form, and Premier allows unlimited. Smart fields fill in client and project details automatically, so the same form or document works for every client. ### Workflows Workflows are multi-step automations triggered by client actions, such as sending a contract after a form is submitted. They're only on Premier, along with workflow templates. ### Proposals and contracts Proposals can bundle a contract, invoice and payment plan into one link for the client. Contracts and invoices are on both plans, and public proposals are a Premier feature. ### Payments Dubsado Payments, powered by Stripe, accepts cards, ACH, Klarna, Affirm and Tap to Pay, with optional surcharging. PayPal and Square can connect too. Payment plans, recurring invoices and autopay are supported. ### Scheduling Scheduling templates with custom availability and two-way calendar sync are Premier only. ### Email Dubsado has two-way integration with Gmail and Outlook or Microsoft 365, canned email templates, smart fields that fill in project data and the option to move emails between projects. ### Multiple brands and team You can run several brands under one account, each with its own branding, email settings and templates, for $10 a month per extra brand. Up to 3 additional team members are included, with permission levels you set. ### Mobile app and AI Free iOS and Android apps act as a companion for invoicing, project email, leads, appointments and push notifications; full features need the web app. Dubsado lists AI email thread summaries, and its product info page also lists a meeting notetaker with transcripts, summaries and recordings, without saying which plan includes it. ## What it's like for your clients Clients get branded, password-protected portals, and every client-facing document carries your branding. You can connect a custom domain so clients see your domain instead of Dubsado's. For onboarding, the flow is clear: a form, then a proposal that bundles the contract, invoice and payment plan, each step branded and linked. Clients can pay by card, ACH or buy-now-pay-later options like Klarna and Affirm, and set up autopay on payment plans. On Premier, clients book appointments through your scheduler, and workflows send the next step automatically when they finish one. With Gmail or Outlook connected, project email syncs both ways with your own inbox. Dubsado describes its mobile apps as a companion for running your business, not as an app for clients. After onboarding, it's thinner. Dubsado is built around getting clients signed and paid, not around ongoing requests and approvals of work. Clients need a password to sign in to the portal, and follow-up only happens through workflows you build on Premier. Use the 21-day trial, which includes full Premier access, to build your onboarding workflow before you commit. ## Strengths - Powerful forms and workflows - 21-day trial with full Premier access - Multiple brands under one account ## Limitations - Steep learning curve - Built for onboarding more than ongoing requests - Automations only on Premier ## Pricing Starter is $35 a month and Premier $55 on monthly billing, or $335 and $525 a year. Clients and projects are unlimited. Users are priced in tiers: 3 additional users are free, then 4 to 10 users cost $25 a month, 11 to 20 cost $45 and 21 to 30 cost $60, and larger teams contact Dubsado. Extra brands are $10 a month each. The 21-day trial includes full Premier access with no card. Starter already includes email integration, a calendar connection, form and email templates, invoicing with payment plans, client portals, mobile app access and free email and live chat support. Premier adds the bookkeeping integration, scheduling, workflows, public proposals and Zapier. A 5-person team with 10 clients falls in the 4 to 10 user tier at $25 a month, whether or not the account owner counts toward the free users. On Starter, that's $35 plus $25, or $60 a month. On Premier, for workflows, scheduling and Zapier, it's $55 plus $25, or $80 a month. Most teams buying Dubsado for its automation will want Premier. On yearly billing, Premier is $525 a year, about $43.75 a month, before the user tier. A 3-person team fits within the 3 free additional users, so it pays just $35 on Starter or $55 on Premier. A 15-person team falls in the 11 to 20 user tier at $45 a month, for $80 on Starter or $100 on Premier. Clients don't affect the price at any size. Each extra brand adds $10 a month, so a five-person team running two businesses on Premier pays $90. - Starter: $35/mo (Portals, contracts, invoices) - Premier: $55/mo (Scheduling, workflows, Zapier) ## Who it's for A good fit if: - Solo service businesses with contract-heavy onboarding - Owners who want detailed forms and multi-step workflows - Businesses running more than one brand from one account - Businesses that want payment plans, autopay and buy-now-pay-later options - Small teams, since up to 3 extra users are free Look elsewhere if: - Agencies handling an ongoing stream of client requests - Anyone who wants automations without paying for Premier - People who want a tool they can learn in an afternoon - Clients who expect password-free access - Buyers who want AI features clearly listed by plan ## Alternatives - **HoneyBook**: HoneyBook covers booking to payment with a more guided setup, a 30-day trial and AI on every plan. Pick it if you want similar onboarding with less configuration. - **Plutio**: Plutio adds projects, tasks and time tracking to proposals and invoices, with native apps. Pick it if you need to manage the work as well as the onboarding. - **Dora**: Dora handles ongoing requests after onboarding, with an AI account manager that briefs and follows up. Pick it if your clients keep sending work once the contract is signed. ## The verdict Dubsado is a strong choice for solo service businesses and small teams where onboarding is the hard part: forms, proposals with contract and payment plan in one link, flexible payments and workflows that run in sequence. Three free extra users and multi-brand support add real value. It takes time to learn, its best features need Premier, and it does little for ongoing request work. For a five-person team, budget $80 a month on Premier. If your work is mostly ongoing requests rather than onboarding, look elsewhere. Take Dubsado up on its migration help if you're moving forms from another tool. ## Frequently asked questions ### Is Dubsado free? No. There's no free plan, but there's a 21-day trial with full Premier access and no credit card. Plans start at $35 a month. ### Does Dubsado have white label? Client portals and documents carry your branding, and you can connect a custom domain. Dubsado's pricing page doesn't say which plan includes the custom domain. ### What's the difference between Dubsado Starter and Premier? Starter includes client portals, contracts, invoices and 1 active lead capture form. Premier adds scheduling, automated workflows, public proposals, unlimited lead capture forms, Zapier and QuickBooks Online. ### How much do extra users cost on Dubsado? 3 additional users are free. After that, 4 to 10 users cost $25 a month, 11 to 20 cost $45 and 21 to 30 cost $60. ### Does Dubsado have a mobile app? Yes, free iOS and Android apps described as a companion for running your business, covering invoicing, project email, leads, appointments and notifications. Full features need the web app. ### Dubsado vs HoneyBook: which is better? Dubsado leans on forms, workflows and multiple brands and starts at $35 a month. HoneyBook starts at $36, has a 30-day trial, a more guided setup and broad AI on every plan. Both focus on onboarding and billing more than ongoing requests. Official site: https://www.dubsado.com