| | $15/month (Basic, $9/month annual) | $36/month (Starter, $29/month annual) | $28-44/month (Starter plan, Dec 2025 pricing) | $60/month (single plan, $50/month annual) | $21/month (Lite, 5 clients) |
| No free plan (14-day trial available) | No free plan (trial available) | No free plan (7-day trial) | No free plan (21-day trial) | No free plan (7-day trial only) | No free plan (30-day trial) |
| | | 7-day trial + 60-day money-back guarantee | 21-day free trial (all Premier features) | | |
Manage projects and tasks | Fully flexible project and task setup you can shape to your workflow | Basic project and task management | Projects with task lists and pipeline | Projects with task boards | Projects with pipelines and to-dos | Basic project tracking with profitability focus |
Project roles and permissions | Control exactly who can view or edit each part of a project | 4 fixed roles (PMs cannot view financials) | 5 team roles with project access control | 3 fixed roles (Basic, Accountant, Admin) | 3 user levels (paid plans only) | Team member permissions (Admin, Manager, Employee) |
| Unlimited boards to run parallel workflows in the same project | Strictly restricted to 1 board per project | You cannot use task boards | You cannot use task boards | | No task boards (list-based tracking only) |
Embeddable project boards | Live project boards embedded into client portals or websites | Embedding live project boards is not supported | You cannot embed project views | You cannot embed project views | No external project viewing | No embeddable project views |
| Read-only public links for sharing progress without risk | Portal access only (no public read-only links) | You can share projects via the client portal only | You can share via the client portal only | No read-only project links | Clients can view documents in portal only |
Project stages and milestones | Define custom project lifecycles for different types of work | Milestones with Gantt chart visualization | You can use pipeline stages, but they are predefined | You can use project statuses, but no milestones | You cannot define stages or milestones | No project stages or milestones |
Connected proposals, contracts, and invoices | Everything related stays connected to the project automatically | Manual linking (no automatic project integration) | Integrated via Smart Files | Proposals, contracts, and invoices live inside projects | All modules connect to the project lifecycle | Estimates and invoices connect (no contracts) |
Custom project data fields | Track, sort, filter, and report on custom project data | Text, number, date, URL (no filtering) | | | | |
| Drag-and-drop tasks across customizable columns | Kanban view (limited customization) | You cannot view tasks in a kanban board | Kanban view added in Dubsado 3.0 (Nov 2025) | Legacy list-based interface only | |
| Bulk-edit tasks like a spreadsheet | Basic table view (no bulk editing) | You cannot view tasks in a table | Table view is the default task display in Dubsado 3.0 | No spreadsheet-style editing | |
| Clean task lists with clear hierarchy | Simple list view with basic sorting | You can view projects in a list | You can manage tasks in simple lists | You can manage tasks as simple to-do lists | |
| See tasks and deadlines on a calendar | Calendar view for tasks and deadlines | You can see bookings on a calendar | You can see deadlines and appointments on a calendar | You can see tasks and bookings on a calendar | Calendar shows events, not tasks |
| Plan work visually with task order and dependencies | Gantt chart with drag-and-drop | You cannot view work on a gantt chart | You cannot view work on a gantt chart | | |
| Break work down into multiple nested levels | Nested subtasks supported | You cannot split tasks into subtasks | You cannot split tasks into subtasks | All tasks are single-level only | |
| Turn emails into tasks without manual copying | No email-to-task conversion | Not supported (email sync only) | You cannot create tasks from emails | Not supported (email sync only) | No email-to-task conversion |
| Keep discussions tied directly to each task | Comments stay attached to tasks only | You cannot comment on tasks | You cannot comment on tasks | You cannot comment directly on tasks | Team discussion on projects |
| Store files directly on the task they belong to | File attachments (no file manager) | You can share files, but not attach them to tasks | You can upload files, but not attach them to tasks | You cannot attach files to tasks | Files can be attached to projects |
| Define priority levels that fit your workflow | | You cannot set task priorities | You cannot set task priorities | You cannot set task priority levels | |
Task labels & color coding | Use unlimited labels to visually organize tasks | No color coding (labels only) | You cannot label or color-code tasks | You cannot label or color-code tasks | You cannot tag or color-code tasks | No task labels or color coding |
| Assign tasks to one or multiple teammates | One assignee per task (no multi-assign) | You cannot assign tasks to multiple people | You cannot assign tasks to multiple people | Single assignee per task only | Tasks can be assigned to team members |
| Reuse task-level structures across projects | Task templates with dependencies | You cannot reuse task templates | You can reuse workflows and form templates | You can reuse task lists through workflows | Project templates available |
| Control access at the individual task level | Project-level only (no task-level) | You cannot set permissions per task | You cannot set permissions per task | You cannot control permissions per task | No task-level permissions |
| Prevent work from starting out of order | Waiting on, Blocking, Related to | You cannot link tasks together | You cannot link tasks together | | |
| Automate repeating work with flexible schedules | Daily, weekly, monthly, milestones | You cannot create recurring tasks | You cannot create recurring tasks | | |
| Add task-level fields for tracking custom details | Custom fields (text and number only) | | | | |
| Easily track time using timers or manual entries | Timer and manual time entry | Basic time tracking (manual entry on desktop, stopwatch on mobile) | Built-in time tracker (Premier plan only, enhanced in 3.0) | Start and stop timers or log time manually | Timer and manual time entry |
| Log time directly against tasks and subtasks | Limited to task-level only (no subtask tracking) | Project-level only, no task-level tracking | Time tracker available (Premier plan) | Time tracked per task via Time Log tab within projects | Time tracked per service, not per task |
| See time spent per project and per client | | Time tracked at project level | Time tracked per project (Premier plan) | Track time across different projects and clients | Time tracked per project and client |
| Clearly separate billable and non-billable time | Billable and non-billable categorization | Billable time tracking available | Billable hours logged to invoices (Premier plan) | You cannot set billing rules for time | Billable and non-billable hours supported |
| Turn tracked time into invoices without extra steps | One-click invoice from time entries | Invoice from time logs (desktop only) | Tracked time can be added to invoices (Premier plan) | Convert tracked billable time into an invoice | Time entries convert to invoices |
| View detailed time reports by task, project, or client | Detailed timesheet reports | Basic time logs per project | Basic time logs (Premier plan) | You cannot generate timesheet reports | Detailed time reports available |
| See how each team member tracks their time | Per-member timesheets with locking | Team members can log time on shared projects | You cannot see team time reports | No team breakdown for time entries | Team time tracking on higher plans |
Create and send proposals | Create proposals clients can review, approve, and sign in one flow | Customizable proposals with e-signatures | Smart files combine proposals and contracts | Proposals with pricing tables | Quotes with limited design options | Estimates only (not full proposals) |
Drag-and-drop proposal builder | Create custom, branded proposals without layout limits or code | Visual editor (no true drag-and-drop) | You can edit sections, not free drag-and-drop) | You can build proposals using drag-and-drop forms | You cannot drag and drop proposal sections | No visual proposal builder |
Reusable proposal templates | Reuse proven proposal layouts across clients | Industry templates plus custom templates | You can use proposal templates | You can use proposal templates | Save and reuse your own proposal templates | Estimate templates available |
Real-time proposal analytics | See exactly when proposals are opened and reviewed | | You can see when a proposal is viewed | You cannot see proposal view analytics | You cannot see proposal views or activity | No proposal view tracking |
Live messenger on proposals | Answer questions directly while clients review proposals | No live chat in proposals | You cannot chat inside proposals | You cannot chat inside proposals | You cannot chat inside proposals | |
| Move from proposal to contract, invoice, or booking automatically | Proposal-contract link only (no scheduler) | Complete Smart Files flow | You can add proposal items like services or products | Limited flow (no integrated scheduler sync) | |
Convert proposal to invoice | Create invoices directly from approved proposals | Auto-generate invoice from accepted proposal | Accepted proposals create invoices | Accepted proposals create invoices | You can turn accepted proposals into invoices | Convert estimates to invoices |
| Offer upsells and add-ons directly inside proposals | Packages with single, multi-select options | You can offer packages and add-ons | You can offer packages and add-ons | You cannot offer configurable packages | |
Interactive pricing tables | Let clients choose options before approving | Static pricing only (no client selection) | Pricing updates dynamically | Pricing updates based on selections | Pricing tables are static | |
Dynamic data and variables | Auto-fill proposal content with client and project data | Basic smart fields (limited variables) | | | Use tokens to insert client and project data automatically | Basic placeholders available |
| Automatically expire proposals after a set date | Manual expiry dates (no automation) | You can set proposal expiry | You cannot set proposal expiry dates | You cannot set proposal expiry dates | Manual expiry dates on estimates |
| | Basic PDF export (limited branding) | You can download proposal PDFs | You can download proposal PDFs | You can download proposals as PDFs | |
| Create reusable proposal sections you can reuse on demand | Reusable blocks not supported (templates only) | You can reuse proposal sections | You can reuse form sections | Save and reuse sections across different documents | No reusable content blocks |
Legally binding e-signatures | Collect secure electronic signatures on proposals | Basic e-signatures (limited audit trail) | | Clients can sign documents online | Clients can sign your agreements online | |
Custom proposal data fields | Create custom proposal data you can sort, filter, and report on | Text and date custom fields only | | | Not supported. You cannot customize signer fields | No custom proposal fields |
Create and sign contracts | Create, send, and sign contracts in one continuous flow | Legally vetted templates with e-signatures | Smart files combine contracts and invoices | Contract creation with automation | Contracts with e-signature capture | |
Drag-and-drop contract builder | Create fully custom contracts with flexible layouts, no code or formatting limits | Visual editor (no full drag-and-drop) | You cannot visually build contracts | You can build contracts using form blocks | You cannot visually build contracts | |
Legally binding e-signatures | Collect secure signatures with audit trails and signer verification | Legally binding e-signatures | Contracts support legal e-signatures | Contracts support legal e-signatures | E-signatures meet standard legal requirements | |
Multi-signature / signees | Collect signatures from multiple people on the same contract | Multiple signers and recipients | You can collect multiple signatures, with fixed roles | You can collect multiple signatures, setup is limited | You cannot collect signatures from multiple people | |
Reusable contract templates | Reuse contract structures to create new agreements faster | Industry-specific and custom templates | You can use contract templates | You can use contract templates | You can use contract templates | |
Auto-reminders automation | Automatically follow up until contracts are signed | Auto-reminders (stop after 16 days overdue) | You can send automatic reminders | Reminders send automatically | You can send automatic reminders | |
| Auto-fill contract content with client and project data | Basic smart fields (limited variables) | You can use smart fields in contracts | You can use smart fields in contracts | You can insert custom fields | |
Contract automation triggers | Trigger automated workflows the moment a contract is signed | Contract & proposal triggers only | Contracts can trigger workflows | Contracts trigger workflows | Contracts can trigger workflows | |
| See when contracts are opened and reviewed | Basic email notifications (no detailed tracking) | You receive contract notifications | You receive signing notifications | You receive email notifications | Email notifications when viewed |
PDF download with signature certificate | Download signed contracts with official proof of signature | Basic PDF download (limited certificate) | You can download signed PDFs | You can download signed PDFs | You can download signed PDFs | |
Custom signer data fields | Collect structured signer information during signing | Standard fields only (name & email) | You cannot customize signer fields | You cannot customize signer fields | Not supported. You cannot customize signer fields | |
Custom contract data fields | Create custom contract data you can sort, filter, and report on | Custom fields (contact info only) | | | | |
Create invoices and get paid | Send invoices and collect payments in one connected flow | Invoicing with multiple payment options | Invoices with instant online payments | Invoices with payment plans | Invoices with Stripe and PayPal | Full invoicing with online payments |
| Match invoices to your brand with custom logos, colors, and layout | Limited branding (logo and colors only) | | | Basic invoicing (no smart tax automation) | Customizable invoice branding |
Drag and drop invoice builder | Create custom invoice layouts visually without formatting limits | Pre-built templates (no drag-drop) | Fixed themes (non-customizable layouts) | | Template-based (no drag-and-drop designer) | Template-based editor only |
| Edit pricing, quantities, descriptions, and structure freely | Line items (no advanced customization) | | | You can customize invoice line items | Fully customizable line items |
Item or invoice discounts | Apply discounts at the item or full invoice level | Discounts (percentage or fixed, no tiered) | | | You can add discounts to line items | |
| Create tax rules that match your location and use case | Basic tax configuration (no automation) | | | You can set custom tax rules | |
| Accept bank transfers for lower-fee payments | ACH via Bonsai Payments (US, UK, CA, AU only) | You can accept bank transfers | You can accept bank payments | | ACH bank payments supported |
| Accept credit and debit cards instantly | Stripe payments supported | You can accept payments via Stripe | You can accept payments via Stripe | Stripe integration available | Stripe payments supported |
| Collect in-person payments when needed | | You cannot accept payments via Square | You cannot accept payments via Square | Square integration available | |
| Let clients pay using PayPal | PayPal payments supported | You cannot accept payments via PayPal | You cannot accept payments via PayPal | PayPal integration available | PayPal payments supported |
Flexible partial payments | Collect deposits and split payments across milestones | Partial payments (manual milestone setup) | You can accept partial payments | You can accept partial payments | You can set up payment schedules | Partial payments supported |
| Break invoices into scheduled installments | Payment plans (limited automation) | You can split invoices into payments | You can split invoices into payments | You can set up payment schedules | |
Automated recurring invoices | Automatically send invoices on a recurring schedule | Weekly, biweekly, monthly, yearly recurrence | You can schedule payments, not subscriptions | You can schedule invoices, not subscriptions | Recurring invoices (no automated subscription portal) | Recurring invoices supported |
| Manage ongoing client subscriptions and billing | Recurring invoices (no subscription portal) | You cannot manage subscriptions | You cannot manage subscriptions | Recurring invoices (no automated subscription portal) | Retainers available on Plus plan |
Automated payment reminders | Follow up automatically until invoices are paid | Automated reminders (stop after 16 days) | Payment reminders send automatically | Payment reminders send automatically | Automated reminders supported | Automated late payment reminders |
Reusable invoice templates | Reuse invoice layouts without rebuilding each time | Templates available (limited customization) | You can reuse invoice templates | You can reuse invoice templates | You can reuse templates and content | Invoice templates available |
Multiple currency support | Bill clients globally in their local currency | Multi-currency (manual exchange rates) | You can use one account currency only | You can use one account currency | Basic support (no automated exchange rates) | |
Invoice automation triggers | Trigger automated workflows when invoices are sent or paid | Payment & form triggers only | Contracts can trigger workflows | Contracts trigger workflows | Simple triggers (no multi-step automation) | |
| See when invoices are opened and paid | Email notifications (no real-time tracking) | You receive contract notifications | You receive signing notifications | Activity log (no real-time updates) | Email notifications when viewed |
Built-in expense tracking | Track project-related costs alongside invoices | Expense tracking (auto-categorization via bank sync) | You cannot track expenses | You cannot track expenses | | Full expense tracking with receipts |
| Collect upfront payments before work starts | Deposits supported (manual collection) | | | Deposit payments supported | Deposit invoicing supported |
Auto-invoice billable time | Turn tracked time into invoices automatically | Time-to-invoice (manual confirmation required) | There is no time to convert | There is no time to convert | You can add tracked time to invoices | Time to invoice conversion |
Custom invoice data fields | Create custom invoice data you can sort, filter, and report on | Text and date custom fields only | | | | |
Centralized unified inbox | Manage email, chat, and messages from one shared inbox | A unified client inbox is not supported | Messages and emails live in one inbox | Messages and emails live in one place | Communication is limited to email sync | |
| Connect and manage all your email accounts in one place | Send-only (no inbox sync) | | | Email sync & templates included | |
| Add real-time chat to your website and client portals | | You cannot add live chat to your site | You cannot add live chat to your site | No native live chat feature | |
| Message teammates privately without leaving your workspace | Direct messaging is not supported | | | | |
Contextual project conversations | Keep conversations tied directly to the project they belong to | No in-app project messaging | Messages are tied to projects | Messages are tied to projects | Email sync (limited to project-specific threads) | Project discussions available |
| Create shared spaces for team-wide discussions | Team chat is not supported | You cannot create team channels | You cannot create team channels | | |
| Organize channels by team, topic, or workflow | | Channels are not supported | Channels are not supported | | |
| Notify teammates instantly inside conversations | | You cannot mention teammates | You cannot mention teammates | | |
| See when messages are read | Read receipts are not supported | You can see when clients read messages | You can see when clients read messages | Activity log (tracks when emails are opened) | |
| Share files directly inside conversations | Share files and links in portal messages | You can share files in messages | You can share files in messages | | |
| Collaborate on incoming emails as a team | | | | | |
| Access and respond to messages on mobile | | | | | |
| Reply from your email client and keep conversations synced | | Email replies sync to conversations | Email replies sync to conversations | Email replies sync to inbox | |
| Keep all client and project files in one organized place | Project document storage with client access | Files exist per project only | Files are stored per project only | Basic storage (no dedicated file management system) | Basic file storage in projects |
Advanced folder organization | Organize files by project, client, or structure you choose | Project-level only (no granular) | Fixed themes (non-customizable layouts) | | | |
| Control who can view or edit folders | Project-level only (no granular) | Fixed themes (non-customizable layouts) | | | |
| Group files by person when needed | | Fixed themes (non-customizable layouts) | | Basic storage (no dedicated file management system) | |
| Keep files scoped to each project | Project-based file sections in portal | Fixed themes (non-customizable layouts) | | Basic storage (no dedicated file management system) | Files organized by project |
| Preview files instantly without downloading | | Fixed themes (non-customizable layouts) | | | |
| Capture file metadata you can sort and filter | Contact info only (no CRM fields) | You can add custom fields | You can add custom fields to forms and records | Unlimited contact & project fields | |
| Create and edit documents directly inside Plutio | No built-in document editor | Fixed themes (non-customizable layouts) | | You can connect quotes to contracts and invoices | |
Comments on files and docs | Leave comments directly on files and documents | No file commenting system | Fixed themes (non-customizable layouts) | | | |
| Move, tag, or manage many files at once | | Fixed themes (non-customizable layouts) | | Basic management (no bulk operations) | |
| Find files quickly using search and filters | | Fixed themes (non-customizable layouts) | | Basic search (limited filtering options) | |
| Sync files with Google Drive or Dropbox | | Fixed themes (non-customizable layouts) | | | Dropbox and Google Drive integrations |
| Restrict access with permissions or passwords | | Fixed themes (non-customizable layouts) | | Client portal only (no public sharing controls) | |
| Share files externally with controlled access | Portal sharing only (no direct file links) | Fixed themes (non-customizable layouts) | | Client portal only (no direct sharing links) | |
| Let clients book meetings directly without back-and-forth emails | Booking pages with calendar sync | Scheduler with intake forms | Custom scheduler with workflows | Simple scheduler, no team round-robin | |
| Build a fully branded, customizable booking system using a drag-and-drop editor | Custom branding on booking pages | Branding options are limited | Branding options are limited | Basic scheduler (limited team coordination) | |
Advanced availability management | Define flexible availability rules applied automatically to bookings | Event types with availability windows | You can control availability | You can control availability | Basic scheduler (limited team coordination) | |
| Add buffer time automatically between meetings | Buffer times (no daily limits) | | | Buffer time between meetings | |
| Create unlimited booking types with different rules and setups | Custom event types with different durations | You can offer multiple session types | You can offer multiple appointment types | Multiple session types supported | |
Calendar sync (Google/Outlook) | Two-way calendar sync that stays up to date automatically | Calendar sync (Google and Outlook only) | Fixed themes (non-customizable layouts) | | Two-way sync (Google & Outlook) | Calendar sync for late payments only |
Customizable booking confirmations | Fully customizable confirmation pages with no layout or branding limits | Email customization (limited template control) | Confirmation customization is limited | Confirmation customization is limited | Custom confirmation emails | |
| Send bookers anywhere after scheduling, not just a fixed thank-you page | Redirect supported (basic URL redirect) | You cannot redirect after booking | You cannot redirect after booking | Included. Redirect after booking supported | |
Booking automation triggers | Trigger automated workflows the moment a meeting is booked | Booking triggers (limited action types) | Contracts can trigger workflows | Contracts trigger workflows | Trigger actions on booking | |
| Send automatic reminders without manual follow-ups | Auto-reminders (email only, no SMS) | Meeting reminders send automatically | Meeting reminders send automatically | | |
Automatic timezone detection | Handle timezones automatically without manual adjustments | Timezone detection (basic support) | Timezones adjust automatically | Timezones adjust automatically | | Timezone support for invoicing |
Paid appointments (Stripe/PayPal) | Collect payments during booking without extra steps | Require payment to book via Bonsai Payments or Stripe | Fixed themes (non-customizable layouts) | | Pay upon booking with full or partial payment options | |
| Build booking forms with full control over questions and layout | Custom intake questions and forms on booking events | | | You can collect info on booking | |
Minimum notice / daily booking limits | Set booking limits to control lead time and daily volume | Notice periods (no per-event daily limits) | You can set booking limits | You can set booking limits | Booking limits & notice supported | |
Rescheduling and cancellation controls | Define flexible rules for rescheduling and cancellations | Clients can reschedule or cancel from confirmation email | Clients can reschedule or cancel | Clients can reschedule or cancel | | |
Automated workflows builder | Build advanced workflows visually without code or rigid templates | Contract, proposal, invoice, form triggers | AI-powered workflow builder with branching | Visual node-based Flows builder | Trigger-based automation, no visual builder | |
| Start workflows from real events across projects, clients, and payments | Contract signed, proposal accepted, form filled | You can automate actions with workflows | You can automate automation actions with workflows | Event-driven automation supported | Limited payment and invoice triggers |
| Run workflows on schedules you control, not fixed intervals | | Workflows cannot repeat on a schedule | Workflows cannot repeat on a schedule | | |
| Chain multiple actions into one continuous automation | | Workflows can include multiple steps | Workflows can include multiple steps | Single actions. Complex multi-step flows not supported | |
| Create conditional paths instead of one-size-fits-all flows | | Branching exists, but options are limited | Branching exists, but is limited | | |
| Add precise timing between steps, down to minutes or days | | You can delay workflow steps | You can delay workflow steps | Supported. You can delay workflow steps | |
| Create, update, or move records automatically across the system | Auto-create (projects and clients only) | Creation actions are limited | Creation actions are limited | Auto-create projects & invoices supported | |
| Reorganize work automatically without manual cleanup | | Items cannot be duplicated automatically | Items cannot be duplicated automatically | | |
| Automatically archive or remove records based on rules | | Items cannot be deleted via automation | Items cannot be deleted automatically | | |
| Trigger or receive real-time events from external systems | Webhooks (outgoing only, no incoming) | You cannot use APIs or webhooks | You cannot use APIs or webhooks | Supported via webhooks (no visual designer) | |
| Send automated emails tied to real workflow events | Logo & colors (no custom domain) | Workflows can send emails | Workflows can send emails | Automation can trigger emails | Automated invoice and reminder emails |
| Add notes or comments automatically where work happens | | You cannot post comments via automation | You cannot post comments via automation | No internal commenting system | |
| See exactly what ran, when, and why | | You cannot view automation logs | You cannot view automation logs | Basic activity log (no detailed execution history) | |
| Pass data between steps dynamically without manual mapping | | | | You can use tokens for dynamic data | Basic invoice placeholders |
| Run workflows that span projects, tasks, proposals, invoices, and more | | Forms, bookings, and payments trigger workflows | Forms, payments, and bookings trigger workflows | Linear only (limited cross-module connectivity) | Clients link to invoices and projects |
| Build fully branded forms that match your workflow and client experience | Branded intake and questionnaire forms | Questionnaires with limited styling | Branded forms with smart fields | Basic form templates, no branding control | |
Drag-and-drop form builder | Design forms visually with full layout control, no code required | Form editor (no true drag-and-drop) | You cannot visually build contracts | You can build contracts using form blocks | Template-based (fixed form structures) | |
| Reuse form structures without rebuilding from scratch | Form templates with auto-CRM sync | You cannot reuse form templates | You can reuse form templates | Included. You can save and reuse forms | |
| Collect structured data you can sort, filter, and report on | Custom fields (limited field types) | You can add custom fields | You can add custom fields to forms and records | Included. You can add custom fields to forms | |
| Show or hide fields based on responses, not static forms | Conditional logic (limited complexity) | Fields cannot change based on answers | Fields can change based on answers | Not supported. Forms are static | |
Instant email notifications | Get notified immediately when forms are submitted | Email notifications (no customization) | You can email on submission | You can email on submission | Included. Email alerts on submission | |
| Trigger automated workflows when a form is submitted | Basic automation triggers (limited actions) | Contracts can trigger workflows | Contracts trigger workflows | Included. Form submission can start workflows | |
| Embed forms anywhere without layout restrictions | Embed via iframe (limited styling control) | | | Included. You can embed forms on your site | |
Advanced field preferences | Control required, hidden, and default field behavior | | | Field behavior is limited | Basic field settings (no advanced validation) | |
Comprehensive field types | Collect text, files, dates, selections, and more | | | | Standard fields (text, date, select) supported | |
| Collect legally binding signatures directly inside forms | E-signature field (basic, no advanced options) | Forms can include signatures | Forms can include signatures | Included. Electronic signatures available on forms | |
| Accept file uploads as part of form submissions | Clients can upload files to projects | | | Included. Clients can upload files to forms | |
Redirect after submission | Send submitters to a custom next step, not a fixed thank-you page | | You cannot redirect after submit | You cannot redirect after submit | Included. Custom redirect links supported | |
| Manage contacts and companies in one connected system | CRM with Deals pipeline for leads | Pipeline with AI lead prioritization | CRM with auto-created client records | Contact management with lead tracking | Client management included |
| Track organizations, not just individual contacts | Companies (basic info only, no hierarchy) | Companies exist, but contacts come first | Companies exist, contacts come first | Organization tracking (no separate company records) | Client records only (no companies) |
Custom contact data fields | Collect and manage structured contact data you define | Custom fields (text and select only) | | | Included. Unlimited custom contact fields | |
Complete activity timeline | See every interaction with a client in one place | Activity log (projects and invoices only) | You can see full activity history | You can see full activity history | Included. Tracks interactions per contact | Client activity history available |
Contacts labeling and grouping | Organize contacts flexibly without rigid pipelines | Tags (no advanced segmentation) | You can tag and segment contacts | You can tag and segment contacts | Included. Tag-based organization supported | |
Comprehensive knowledge base | Create an internal wiki for processes, docs, and guides | | You cannot create an internal wiki | You cannot create an internal wiki | Not supported. No built-in wiki or SOP system | |
Beautiful rich text pages | Write structured, formatted content without complexity | | Not supported (requires integration) | | Not supported. No rich-text page builder | |
| Build deep knowledge hierarchies without limits | | Not supported (requires integration) | | | |
Granular page permissions | Control exactly who can view or edit each page | | Not supported (requires integration) | | | |
Custom dashboards and pages | Build dashboards around what matters to you, not fixed metrics | Dashboard (fixed layout, no customization) | HoneyBook does not have custom dashboards | Dubsado has a home page, not custom dashboards | | |
Drag-and-drop dashboard builder | Design dashboards visually with full layout control | Pre-configured widgets only | Limited dashboard widgets | | Not supported. Dashboard is pre-configured | No custom dashboard builder |
| Visualize data with customizable charts | Charts (revenue and time only) | | | Basic financial charts (no custom chart creation) | Financial charts available |
| Track key numbers without manual reporting | Metrics (revenue and project totals only) | | | Standard metrics only (revenue, leads) | Key financial metrics displayed |
| Monitor progress toward defined goals | | Not supported (requires integration) | | Not supported. No internal goal tracking system | |
| Add contextual notes directly to dashboards | | Not supported (requires integration) | | Not supported. No dashboard notes widget | |
| View upcoming events alongside work and metrics | Calendar widget (upcoming tasks only) | | | Included. Agenda and upcoming tasks displayed | |
| Track revenue and expenses in the same view | Revenue tracking (invoices only, no expenses) | Revenue & invoice tracking | | Included. Revenue and pending payments tracking | Comprehensive financial widgets |
| Run the entire platform under your brand | Documents and portal only (no admin theming) | HoneyBook branding, not white-label | Dubsado branding, not white-label | | Branding on invoices only |
| Apply your brand colors across the system | No admin interface theming | Color themes on Deliver+ (no Free plan theme customization) | Color themes on Deliver+ (no Free plan theme customization) | Not supported. Themes are pre-defined | No interface customization |
| Fine-tune styling beyond basic theming | | You cannot apply custom CSS | You cannot apply custom CSS | Not supported. No custom CSS access | |
Custom login/signup pages | Use branded authentication pages instead of generic screens | Branded login (fixed layout) | Login pages cannot be customized | Login pages cannot be customized | Logo branding only (fixed layout) | |
| Send all system emails with your branding | Logo in emails (no custom templates) | You can brand outgoing emails | You can brand outgoing emails | Included. Add your logo to all messages | Logo on emails (Premium only) |
| Use your own fonts throughout the platform | | You cannot use custom fonts | You cannot use custom fonts | Not supported. No custom font uploads | |
| Replace all platform logos with your own | Logo (documents and portal only) | | | Included. Your logo on documents and emails | |
| Run everything on your own domain | | Not supported (requires integration) | | Not supported. Redirects to 17hats domain | |
| Send emails from your own email infrastructure | | Not supported (requires integration) | | Included. Send from your SMTP server | |
| Embed Plutio directly into your website or product | | Not supported (requires integration) | | | |
| Shape the platform to match how your business works | No workspace customization | HoneyBook has fixed workspace | Dubsado has fixed workspace | 17hats has fixed workspace | Fixed workspace structure |
| Add, remove, or reorder navigation items freely | Fixed menu (no customization) | You cannot customize navigation | You cannot customize navigation | Fixed menu (no customization) | |
| Show different navigation for different roles | | Menus are the same for all users | Menus are the same for all users | Not supported (fixed menu for all user roles) | Fixed menus for all users |
| Create role types beyond preset permissions | 4 fixed roles (no custom) | You cannot define custom roles | You cannot define custom roles | Basic roles only (no granular permissions) | |
Advanced user permissions | Control access at a granular level | Project permissions (no granular control) | Permissions are not configurable | Permissions are not configurable | Not supported (no granular permission settings) | |
| Support enterprise-grade single sign-on | Email & password login only | | | Email & password login only | |
| Integrate with external systems without lock-in | Integrations (Zapier and Make only) | | | Zapier plus direct integrations | 100+ integrations available |
| Connect to thousands of apps without custom code | Zapier (limited triggers and actions) | You can connect HoneyBook to Zapier | You can connect Dubsado to Zapier | Included. Full Zapier connectivity | |
| Build advanced automation scenarios visually | Make.com (limited modules) | You cannot connect via Make | You cannot connect via Make | | |
| Connect services without usage-based limits | | You cannot connect via Pabbly | You cannot connect via Pabbly | | |
| Build custom integrations with full system access | REST API (read-only, limited endpoints) | | | Included. API access available for developers | |
Incoming & outgoing webhooks | Send and receive real-time events | Webhooks (outgoing only, limited events) | | | Supported. Automate events via webhooks | |
| Access your business from native mobile apps | Mobile apps (iOS and Android, limited features) | Full-featured iOS and Android apps | iOS and Android with Tap to Pay | | |
| | iOS app (basic features only) | You can use HoneyBook on iOS | You can use Dubsado on iOS | Limited features (legacy mobile interface) | |
| Full-featured Android app | Android app (basic features only) | You can use HoneyBook on Android | You can use Dubsado on Android | Limited features (legacy mobile interface) | Full Android app available |
| Native macOS app for desktop workflows | | | | Web only. No native Mac application | |
| Native Windows app for desktop workflows | Web only (no Windows app) | | | Web only. No native Windows application | |
