Finally, Dubsado Templates Worth Getting Excited About
Stop spinning your DIY wheels and get customizable, on-brand forms that have your ideal clients racing to hit 'submit'.
Despite being a total pro in your field, your client forms still feel a little ordinary
You've poured your heart (and wallet) into building a beautiful brand that represents the high-end service you provide. But when it comes to your Dubsado forms, they’re still not quite capturing your brand energy.
You're hesitating for a split-second every time you send off a proposal, and that nagging voice in your head saying “Is this really getting my leads excited to work with me?" is getting louder.
Your biggest struggle is that you're caught between two extremes:
DIY solutions that suck up your time and still don’t do your brand justice
Spending thousands on a Dubsado setup with custom form design
You know that having seamless, on-brand touchpoints are key to standing out and booking more confidently... but you're fed up with trying to find a middle ground that doesn’t sacrifice design OR your budget.
Buying other Dubsado templates.
They were functional and did the job, but you couldn’t really customize them how you wanted.
Looking into plug-and-play platforms.
But you’re doubtful they’ll truly bring your vision to life, and that monthly subscription isn't sustainable.
Creating proposals manually in Canva.
Yes, you have control over design, but then every form feels like a whole design project—and it's still just static images sitting in a basic form structure.
Attempting to edit code yourself.
You're creative and scrappy, but Dubsado's CSS quirks either had you slamming your laptop shut or ready to throw it across the room within an hour.
Considering hiring someone.
But dropping $$$ on a complete system setup and custom form design feels unnecessary when you have the time (and desire) to DIY.
What you're really looking for is forms that look intentional and on-brand without the tech headache or custom price tag
Client touchpoints that immediately wow your dream clients
The ability to customize things quickly and easily
Forms that stand out with unique design elements
Forms that ooze brand recognition (so much so that your clients say, "Wait, is this your proposal or your website?”)
The confidence to hit send on proposals knowing they’ll convert
Most creatives hit the same roadblocks when trying to DIY beautiful Dubsado forms
wasting precious time and thousands of dollars
Generic Templates
Most other templates follow a similar formula: basic layouts with your brand colors on top.
They're usually functional and pretty, but don’t always include unique design elements that make your client experience feel premium.
Dubsado Coding Quirks
Creating beautiful forms in Dubsado requires knowing exactly how to work with (and around) the platform’s unique coding—something that trips up even the most experienced designers.
Band-aid Solutions
Creating and uploading Canva graphics causes you to lose all of Dubsado's powerful functionality.
Static images from Canva aren't mobile-responsive and massively slow down loading speeds. Plus, you're stuck redesigning every time you need to make a change.
Third-party Dependencies
Many template and plug-and-play platforms create dependency chains that could eventually break—leaving you one system crash away from losing it all.Plus, you don't actually have much creative control over your form code.
Missing Conversion Strategy
You don't know which form elements actually convert or how to structure the client journey for maximum impact.You're guessing at what to include instead of using proven frameworks that guide clients seamlessly from interest to "yes."
You shouldn’t have to settle for forms that feel “just okay”...
Get ready to show off every single detail of your brand without compromise
Hey there! I'm Jess
I've spent the last 4 years personally building Dubsado and ClickUp systems for 70+ creative businesses. Creating stunning, on-brand CRMs and incredibly powerful project management tools is kinda what my team and I do best.
But I truly believe not everyone needs to spend thousands on a full Dubsado setup. Really, the only people who need to pay professionals like us to build out their CRM are those who don't have the time or interest in doing it themselves. You absolutely can do it yourself—you just need a strategic pathway to get there.
I heard time and time again from creatives who came to us that finding a DIY solution to their Dubsado forms felt impossible. All of the current templates on the market are fine, but many share similar designs and layouts. These business owners wanted something that stood out and worked for their specific industry.
Our forms are our speciality—it's what most people hire us for because no one can build them like we can. But after tons of requests from creatives who see our work, I decided to stop gatekeeping our knowledge and give you the power to create forms you're totally obsessed with.
Dubsado
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Form
Templates
Dubsado
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The Nola
Template bundle
Beautifully branded proposal and questionnaire templates built using a balanced mix of native Dubsado elements and customizable code blocks.
Proposal Only: $379
The Florence
Template bundle
Beautifully branded proposal and questionnaire templates featuring innovative design elements you’ll struggle to find anywhere else.
Proposal Only: $379
The Nola vs. The Florence
The Nola Template Bundle
The Nola template bundle gives you beautifully branded proposals and questionnaires using a balanced mix of native Dubsado elements and customizable code blocks—so there’s no technical overwhelm.
You don’t want to mess with code too much, but still want forms that feel entirely like your brand.
These two templates have:
There’s no lengthy setup required. Just plug in your branding and go.
You'll be sending forms you're finally proud of by tomorrow—and maybe even booking more clients because of it.
The Florence Template Bundle
The Florence template bundle takes everything from The Nola version and adds custom features only powerful code blocks can provide.
You want to push the boundaries of what's possible in Dubsado with cutting-edge proposal and questionnaire elements you likely won’t find anywhere else.
We're talking:
Don't worry, you still don't need to be a coding expert to use The Florence templates. We tell you exactly what code to touch and what to leave alone.
Both bundles are designed to transform your booking rate and client experience.
You get to choose the level of customization
that feels right for you.
Both bundles were built by our designer—who has years of coding eperience and serious design chops—and me, who brought the strategy that’s been refined across 70+ client projects over the last 4 years.
our clients said it better
Questions? We’ve got answers
This is the big question on everyone’s minds, and thankfully, the answer is YES. We’ve been assured by Dubsado’s team that all current form coding will transfer seamlessly to the new 3.0 platform, so there’s nothing to worry about here! Of course, if you do experience some transfer issues, you can always email us at hello@aiseconsulting.com and we’ll be happy to take a look.
Whether you purchase The Nola bundle or The Florence bundle, you get direct access to a Dubsado proposal and a questionnaire template ready for your customization.
If you purchase a standalone Nola or Florence proposal, you will only receive the Dubsado proposal template.
Both bundles also include a step-by-step guide and video tutorials that walk you through exactly how to edit the code blocks.
A lot of other templates follow the same basic formula: your brand colors on a standard layout. They also involve minimal code (understandably, because code can be intimidating).
Ours were built intentionally by a designer, who has years of coding experinece, and me, who has 4 years of experience setting up systems for creatives that free up time and support lasting growth.
We've created elements unique to the way we design for our 1:1 clients—like split image heroes, advanced package sections, and strategic layouts that actually help convert during this very important part of the sales process.
Plus, when you purchase our templates, there’s no external dependencies you have to worry about since they live within Dubsado.
The Nola templates include a balanced mix of native Dubsado elements that are easy to edit and customizable code blocks that allow you to apply your brand fonts, colors, etc. We tell you exactly how to edit everything in a step-by-step guide and include video tutorials that walk you through everything.
The Florence templates include everything in The Nola templates plus additional advanced code blocks that allow for more custom layout changes. We make editing these as simple as possible. The code is with color-coded, code, a step-by-step guide, and video tutorials that walk you through everything.
If you can edit text in a document, you can customize these templates.
We're just an email away for any technical support questions you might have!
Nerding out about making things work is kinda our thing, so don't hesitate to reach out if you get stuck or want to brainstorm customization ideas. While these templates are designed to be as user-friendly as possible, we know everyone's comfort level with tech is different—and we're here to help you succeed.
In The Nola templates, you can customize colors, fonts, content, images, and all the text to match your brand perfectly. Since these templates are built using a balanced mix of native Dubsado elements and customizable code blocks, you can make changes directly within the platform while touching minimal code.
In The Florence templates, you get all the customization options of The Nola version PLUS the ability to modify the advanced coded elements. You can adjust split image placements, customize the advanced package sections, modify floating elements, and even adapt the clean footer styling. The code is color-coded and clearly labeled, so you'll know exactly what to edit and what to leave alone.
While these templates are non-refundable, we've got you covered if you change your mind about DIY-ing. If you purchase a template bundle or standalone proposal and decide within 60 days that you'd rather have us handle your entire system setup, we'll apply your purchase toward our Complete Dubsado Set-up—so you won't lose a penny.
It’s time for your forms to level up your sales process
Every time you hit ‘send’ on a form that doesn't match your brand, your potential clients are seeing a disconnect between your gorgeous portfolio and your actual client experience. And that’s costing you time and revenue.
Here's why (please know I’m sharing these hard truths with so much love):
The question is, how many more proposals do you want to send with a slight wince (instead of pride) while crossing your fingers they’ll say yes?
Your brand deserves better—and so do your clients, my friend.
Dream clients are receiving your generic-looking forms and wondering if that lack of attention to detail will carry through to their project (you know this isn’t true, but you can’t help how this impacts the perceived value of your services)
You're wasting precious time designing (and re-designing) your forms in Canva instead of focusing on actual creative work
You’re losing clients to competitors who have created client experiences that feel intentional from start to finish
You aren’t showing up with confidence or able to charge the premium rates you know you deserve
I know what it's like to feel stuck between wanting something better and not knowing exactly how to get there.
But you absolutely can get there—you just need the right tools and someone who's already figured out the hard parts.
Our Dubsado templates are built from real client work, real feedback, and a real understanding of what it takes to make your clients feel confident about working with you.
Let’s make your most important brand touchpoints feel seamless.
I genuinely can’t wait for you to have forms you’re excited to send. And your clients will feel the difference the moment they experience what you've created.
Not really in your DIY era?
If you’re more of a “someone please do this all for me” kind of person, we offer done-for-you Dubsado and/or ClickUp set-ups that simplify your processes and help you scale confidently—so you can deliver the high-end service you want to be known for.
