Proposal Templates

full product details

Want to know the secret to closing leads in less than 5 minutes with an accepted offer, signed contract, and paid invoice?

A well-crafted proposal will communicate your offer to your client, eliminating all booking friction from the process. Use your proposal as the opportunity to pair your services and process with social proof to get that YES!

It might feel like cheating, but with one-click, this form template will be copied into your account within seconds for customization 😍

buy now

$97

product features

product

features

Dubsado's new form builder

This form template was designed using Dubsado's new form builder. You will have access to all the latest features while you customize your offers.

Easy to customize

This proposal template can be completely customized to your brand with copy, colors, fonts, examples of your work, and social proof.

created specifically for Dubsado

This proposal form template is copied directly into your account with one-click.

Choose the form

Choose from a proposal for family photographers or general 1:1 service providers.

the full list of what's included

what's included

Next steps & client details

FAQs

social proof/testimonials

service offer + add-ons

what to expect

note from you about your services

Hero Header + service tagline

proposal form template

video training on form settings and customization

Emma F

"The proposal was particularly useful as it was super useful to get a cut and paste version to build on, to see how it worked and what could be included. … but all the canned templates are great, they saved me so much set up time - one click and they’re in, ready for you to customise and make your own with images and language to fit with your brand and voice. "

Sarah H.

"I save SO much time sending out all of the details in the proposal: what to expect the day of the session, styling tips, the invoice and contract... everything is in one spot. Makes it so easy and fast for clients to book and pay the session retainer."

Saskia A.

"I would never been able to understand Dubsado and create workflows that help me save so much time, keeps me more organised and it helps me give my clients a better service. "

OOHS & AHHS

What People Are Saying

Never write an email from scratch again!

EMAIL COLLECTIONS

$147

Supercharge your booking rates with my 3 strategies to turn more leads into clients

LOVE YOUR LEADS TOOLKIT

$247

Want to up-level your proposal without learning a bunch of code on your own? Let me do the work!

CSS-Coded Proposal form customization

$600

If you are looking for support while creating systems inside your business, you can join the CRM Blueprint for Creatives, my Dubsado implementation course for creatives, and upgrade to 60-days of support.

WILL YOU HELP ME CUSTOMIZE THESE TEMPLATES?

You can use these templates as many times within your own business as you want. I highly recommend customizing them for your main offer and then duplicating them for your other offers. You may not share them with others or use them in commercial setups for others.

CAN I USE THESE TEMPLATES MORE THAN ONCE?

These templates are made for specific applications. While you can customize the emails for use in another system, the one-click forms will only transfer directly into Dubsado and the Airtable bases will only copy into Airtable.

WILL THESE TEMPLATES WORK IN A DIFFERENT CRM?

You Might Have Some Questions...

Don't worry, I have the answers!

Send a question to templates@coliejames.com so I can get all your questions answered!

I HAVE ANOTHER QUESTION, HOW CAN I REACH YOU?

The purchase of these templates grants you a license to use them within your own business. You may not resell or use them to set up another business inside Dubsado, Honeybook, or Airtable.