When you’re in an industry like Interior Design, Event Planning, Stationery Design, or any other custom service where you need to use Dubsado to issue a quote-like proposal, you’ll love this hack for allowing your clients to move forward on a proposal/contract/invoice even if they don’t select a package or add-ons! And as an extra bonus, it’s SUPER simple!
Insert a package at the top or bottom of the proposal. The line item should say “Thank you!” for a price of $0.
Mark the package “pre-selected”.
Then delete all content out of the text box.
Save & Close.
Your client won’t even know it’s there, but the proposal will let them move forward. All that changes is a “thank you!” line item is added to their invoice.