I’ve been using Dubsado for about a year now and it has completely changed the experience I’m able to provide for my clients. I used to send PDF proofs and contracts my clients had to print, sign, scan, and email back (yuck). Now I’m able to send professional-looking documents, contracts my clients can sign digitally, and keep everything in one organized spot in their Client Portal – which makes me look good (on a computer screen?).
I gave you an overview of some great Dubsado features in this blog post, but today I wanted to take a deep dive into how I use a Dubsado questionnaire for my proofing process!
THE DUBSADO QUESTIONNAIRE
Dubsado questionnaires are so versatile that you can really use them for anything, but I love using them to guide my clients through the proofing process. If you’ve ever done any sort of proofing, you know it can get confusing! Between all of the back and forth, changes, and trying to help your client visualize the amazingness you have in your head, it can turn into a dumpster fire FAST.
That’s where Dubsado comes in! I use the questionnaire to show my clients a mockup of their invitation and each piece individually, so they know exactly what they’re getting. Being able to show my clients digital renderings really helps them visualize how the suite will come together!
Side note: if you want to learn how to create beautiful mockups like this to put into your Dubsado Proof Questionnaire, head over to Design by Laney for her Stationery Mockup Tutorial!
Before I started using Dubsado, I was sending PDFs of each piece of the suite, which meant my clients had to download them, look at them, go back and forth between the PDF’s and their email with their list of changes, and…whew. It was just annoying all around for everyone.
Now I have it set up in Dubsado so each piece has a space for my clients to easily make notes and provide feedback, or approve the proof for printing. I can even set up a subcontract for clients to digitally sign before we send those documents off to the printer. Here’s a sample Proof Questionnaire I used for some custom stationery.
Easy peasy for the client, even easier peasier for me! Once I’ve made their requested changes, all I have to do is copy the questionnaire, upload the revised images, and send it off – something I can do in about 5 minutes!
Dubsado has plenty of amazing features that have me thanking my lucky stars every day that I decided to purchase it last year. You can test it out for free on three clients and when you’re ready to purchase, you can use my discount code, LOOKGOOD, or click this link for 20% off (PS: I get a little discount when you use my code or link too! Thank you!) And you can purchase during their birthday week, Feb. 22-26, 2021 for an extra discount! Woo hoo!