Are you still using a custom Showit proposal web page or PDF to send clients after you had a discovery call? The beauty and ease of this hidden webpage has a chokehold on you. I understand how easy it is to edit your webpage and quickly send the client their own website to scroll through your lovely images, some client reviews, and all the reasons they should move forward with you…
BUT you’re missing a major step in this client experience: their ability to book!
What if I told you that I could actually design a custom Dubsado proposal that looks almost identical to your custom Showit webpage but with the added benefit of your clients ability to select a package, submit their information for the contract and fully book without needing to email you with their acceptance?
Showit Proposal page turned Dubsado Proposal
Here are some comparisons of three clients who were using Showit webpages or PDFs for proposals and made the leap to custom Dubsado proposals for their business.
Christina had a beautiful custom webpage that she was customizing and then sending to her potential clients. Clients could see all that was included in their package and the package total. But what she was missing was not only the ability for the clients to finish booking but to CHOOSE customizations to that package.
The webpage was really beautiful! But it created more work for her and the client. Fortunately, Dubsado has the capability to create something almost identical to it (with a little code) while giving a way better experience for both the client and the business owner.
Your Showit Proposal webapge isn’t cutting it. It’s time to end the “We’d like package 2 with *this* added” emails from your client.
Christina’s proposal page looks almost identical to her previous webpage but now her clients can make customizations, fill in their information and be sent directly to the contract and payment pages! It doesn’t get much smoother than that, if you ask me.
A Wedding Planner Sending PDFs
Another client of mine was actually sending over a Canva slide deck for her potential clients to look over and choose. This created an unnecessary back and forth between her and the client: she sends the PDF, client thinks “yes, I want to book” or they send an email back saying they want to move forward and “add 2 hours of rehearsal coverage”, then she sends a proposal and contract through Dubsado for them to officially book.
Beautiful Dubsado Proposals That Look Like Showit Proposals
What if the client could just select the additional services, see the total investment at the bottom and then “tell you they want to move forward” BY ACTUALLY SIGNING A CONTRACT AND PAYING? What a huge difference in client experience plus so much less work for the business owner. Check out her beautifully designed proposal with code that matches her previous PDF design but creates a seamless experience for her clients.
BEFORE: Showit Proposal webpage
Another client, Angela, was using a hidden Showit page as her proposal. While beautiful, it was time consuming to recreate contracts and invoices for each client that wanted to book. We used Dubsado’s native elements and CSS to incorporate her custom fonts into the design. Below is an example of her Showit booking page…
AFTER: An interactive, custom Dubsado proposal
Here is her proposal redesigned in Dubsado.
It’s time to create systems that support your business with Dubsado Proposals
This initial experience with potential clients can be the deciding factor of whether they book with you or someone else. It’s time to level up your proposal experience with custom coded Dubsado proposals. If you need more validation, check out my Client Results to see more examples of others who made the switch to Dubsado proposals!
Whether you’re ready to step into a more premium market, take on bigger projects, or simply run your business with more confidence (and less stress!), I’ll help you create systems that support your ambitions. When you’re ready for streamlined, strategic Dubsado project management that actually drives growth, let’s talk.
We should team up!
And if you still have questions about how to set up Dubsado…
Your expertise belongs in your craft more than your CRM. Bringing in a pro to do the strategic thinking and heavy lifting means that you’re never stuck Googling, experimenting, or muddling through something that only kind of works.
When you book a Dubsado setup for your business, we get to skip right over any implementation growing pains or learning just for learning’s sake. As a Certified Dubsado Specialist, I build exactly what you need, and then show you exactly what you need to do to keep the system running smoothly.
