| | Free plan (2 users). Paid plans from $12/seat/month (Essential, $9/seat annual) | $36/month (Starter, $29/month annual) | $15/month (Basic, $9/month annual) | $9/user/month (Basic, 3 user min) | $28-44/month (Starter plan, Dec 2025 pricing) |
| No free plan (14-day trial available) | Free plan for up to 2 users | No free plan (7-day trial) | No free plan (trial available) | Free plan for up to 2 users | No free plan (21-day trial) |
| | 7-day free trial on paid plans | 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 | Full project management with Kanban, Gantt, task lists, milestones, and dependencies | Projects with task lists and pipeline | Basic project and task management | Highly flexible project structures | Projects with task boards |
Project roles and permissions | Control exactly who can view or edit each part of a project | Role-based access control with customizable permissions per project | 5 team roles with project access control | 4 fixed roles (PMs cannot view financials) | You can control access at board and item level | 3 fixed roles (Basic, Accountant, Admin) |
| Unlimited boards to run parallel workflows in the same project | Multiple task boards per project with Kanban view | You cannot use task boards | Strictly restricted to 1 board per project | You can create unlimited boards | You cannot use task boards |
Embeddable project boards | Live project boards embedded into client portals or websites | No embeddable project boards | You cannot embed project views | Embedding live project boards is not supported | | You cannot embed project views |
| Read-only public links for sharing progress without risk | No shared or public project links | You can share projects via the client portal only | Portal access only (no public read-only links) | Boards can be shared publicly with limits | You can share via the client portal only |
Project stages and milestones | Define custom project lifecycles for different types of work | Project milestones with Gantt chart visualization and dependencies | You can use pipeline stages, but they are predefined | Milestones with Gantt chart visualization | You can define custom statuses and milestones | You can use project statuses, but no milestones |
Connected proposals, contracts, and invoices | Everything related stays connected to the project automatically | Invoices and contracts linked to projects (Documents Builder, Dec 2025). No native proposals yet | Integrated via Smart Files | Manual linking (no automatic project integration) | Proposals, contracts, and invoices are not supported | Proposals, contracts, and invoices live inside projects |
Custom project data fields | Track, sort, filter, and report on custom project data | Custom fields on projects and tasks | | Text, number, date, URL (no filtering) | | |
| Drag-and-drop tasks across customizable columns | Kanban board view for projects and tasks | You cannot view tasks in a kanban board | Kanban view (limited customization) | Boards can be viewed in Kanban style | Kanban view added in Dubsado 3.0 (Nov 2025) |
| Bulk-edit tasks like a spreadsheet | | You cannot view tasks in a table | Basic table view (no bulk editing) | Boards default to table view | Table view is the default task display in Dubsado 3.0 |
| Clean task lists with clear hierarchy | | You can view projects in a list | Simple list view with basic sorting | Items can be viewed as lists | You can manage tasks in simple lists |
| See tasks and deadlines on a calendar | Calendar view for tasks and deadlines | You can see bookings on a calendar | Calendar view for tasks and deadlines | Calendar view is supported | You can see deadlines and appointments on a calendar |
| Plan work visually with task order and dependencies | Gantt chart with dependencies and milestones | You cannot view work on a gantt chart | Gantt chart with drag-and-drop | Gantt view is supported on higher plans | You cannot view work on a gantt chart |
| Break work down into multiple nested levels | | You cannot split tasks into subtasks | Nested subtasks supported | | You cannot split tasks into subtasks |
| Turn emails into tasks without manual copying | Email integration available (no direct email-to-task) | Not supported (email sync only) | No email-to-task conversion | | You cannot create tasks from emails |
| Keep discussions tied directly to each task | Comments and @mentions on tasks | You cannot comment on tasks | Comments stay attached to tasks only | | You cannot comment on tasks |
| Store files directly on the task they belong to | File attachments on tasks | You can share files, but not attach them to tasks | File attachments (no file manager) | Files can be attached to items | You can upload files, but not attach them to tasks |
| Define priority levels that fit your workflow | | You cannot set task priorities | | Priority columns are supported | You cannot set task priorities |
Task labels & color coding | Use unlimited labels to visually organize tasks | Labels and color coding on tasks | You cannot label or color-code tasks | No color coding (labels only) | Status and label columns are supported | You cannot label or color-code tasks |
| Assign tasks to one or multiple teammates | Multiple assignees per task | You cannot assign tasks to multiple people | One assignee per task (no multi-assign) | Multiple assignees are supported | You cannot assign tasks to multiple people |
| Reuse task-level structures across projects | Task and project templates | You cannot reuse task templates | Task templates with dependencies | Board and item templates are supported | You can reuse workflows and form templates |
| Control access at the individual task level | Role-based task access control | You cannot set permissions per task | Project-level only (no task-level) | Permissions depend on board setup | You cannot set permissions per task |
| Prevent work from starting out of order | Task dependencies with Gantt visualization | You cannot link tasks together | Waiting on, Blocking, Related to | Dependencies are supported | You cannot link tasks together |
| Automate repeating work with flexible schedules | Recurring tasks supported | You cannot create recurring tasks | Daily, weekly, monthly, milestones | Recurring items are supported | 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 | Built-in time tracking at project and task level | Basic time tracking (manual entry on desktop, stopwatch on mobile) | Timer and manual time entry | Time tracking column (Pro and Enterprise plans only, $16/seat/month) | Built-in time tracker (Premier plan only, enhanced in 3.0) |
| Log time directly against tasks and subtasks | | Project-level only, no task-level tracking | Limited to task-level only (no subtask tracking) | You can track time per item | Time tracker available (Premier plan) |
| See time spent per project and per client | Time tracking per project | Time tracked at project level | | Project time requires rollups | Time tracked per project (Premier plan) |
| Clearly separate billable and non-billable time | | Billable time tracking available | Billable and non-billable categorization | Billable logic is not supported | Billable hours logged to invoices (Premier plan) |
| Turn tracked time into invoices without extra steps | Convert billable time to invoices | Invoice from time logs (desktop only) | One-click invoice from time entries | Invoices are not supported | Tracked time can be added to invoices (Premier plan) |
| View detailed time reports by task, project, or client | Timesheet reports available | Basic time logs per project | Detailed timesheet reports | Time tracking add-on required | Basic time logs (Premier plan) |
| See how each team member tracks their time | | Team members can log time on shared projects | Per-member timesheets with locking | Team views require dashboards | You cannot see team time reports |
Create and send proposals | Create proposals clients can review, approve, and sign in one flow | Basic proposal/estimate creation (no interactive builder) | Smart files combine proposals and contracts | Customizable proposals with e-signatures | Monday.com is for project management only | Proposals with pricing tables |
Drag-and-drop proposal builder | Create custom, branded proposals without layout limits or code | No drag-and-drop proposal builder | You can edit sections, not free drag-and-drop) | Visual editor (no true drag-and-drop) | Proposals are not supported | You can build proposals using drag-and-drop forms |
Reusable proposal templates | Reuse proven proposal layouts across clients | Basic estimate templates (limited customization) | You can use proposal templates | Industry templates plus custom templates | Proposals are not supported | You can use proposal templates |
Real-time proposal analytics | See exactly when proposals are opened and reviewed | No real-time proposal analytics | You can see when a proposal is viewed | | Proposals are not supported | You cannot see proposal view analytics |
Live messenger on proposals | Answer questions directly while clients review proposals | No live messenger on proposals | You cannot chat inside proposals | No live chat in proposals | Proposals are not supported | You cannot chat inside proposals |
| Move from proposal to contract, invoice, or booking automatically | No proposal-specific automation | Complete Smart Files flow | Proposal-contract link only (no scheduler) | | You can add proposal items like services or products |
Convert proposal to invoice | Create invoices directly from approved proposals | Convert estimates/proposals to invoices with one click | Accepted proposals create invoices | Auto-generate invoice from accepted proposal | Invoices are not supported | Accepted proposals create invoices |
| Offer upsells and add-ons directly inside proposals | No packages or add-ons in proposals | You can offer packages and add-ons | Packages with single, multi-select options | Proposal pricing is not supported | You can offer packages and add-ons |
Interactive pricing tables | Let clients choose options before approving | No interactive pricing tables | Pricing updates dynamically | Static pricing only (no client selection) | | Pricing updates based on selections |
Dynamic data and variables | Auto-fill proposal content with client and project data | Dynamic variables with automatic data filling in Document Builder | | Basic smart fields (limited variables) | | |
| Automatically expire proposals after a set date | Expiration dates on estimates | You can set proposal expiry | Manual expiry dates (no automation) | | You cannot set proposal expiry dates |
| | | You can download proposal PDFs | Basic PDF export (limited branding) | | You can download proposal PDFs |
| Create reusable proposal sections you can reuse on demand | No reusable content blocks | You can reuse proposal sections | Reusable blocks not supported (templates only) | | You can reuse form sections |
Legally binding e-signatures | Collect secure electronic signatures on proposals | No e-signatures on proposals | | Basic e-signatures (limited audit trail) | Monday.com has no e-signatures | Clients can sign documents online |
Custom proposal data fields | Create custom proposal data you can sort, filter, and report on | Custom variables and fields available in Document Builder | | Text and date custom fields only | Proposals are not supported | |
Create and sign contracts | Create, send, and sign contracts in one continuous flow | Contract creation via Documents Builder (Dec 2025). E-signatures not yet available | Smart files combine contracts and invoices | Legally vetted templates with e-signatures | Monday.com does not handle contracts | Contract creation with automation |
Drag-and-drop contract builder | Create fully custom contracts with flexible layouts, no code or formatting limits | Template-based Documents and Contracts Builder (Dec 2025) | You cannot visually build contracts | Visual editor (no full drag-and-drop) | | You can build contracts using form blocks |
Legally binding e-signatures | Collect secure signatures with audit trails and signer verification | No e-signatures (must use third-party) | Contracts support legal e-signatures | Legally binding e-signatures | E-signatures are not supported | Contracts support legal e-signatures |
Multi-signature / signees | Collect signatures from multiple people on the same contract | No multi-signature support | You can collect multiple signatures, with fixed roles | Multiple signers and recipients | Contracts are not supported | You can collect multiple signatures, setup is limited |
Reusable contract templates | Reuse contract structures to create new agreements faster | Reusable document templates with on-brand designs and HTML editor | You can use contract templates | Industry-specific and custom templates | Contracts are not supported | You can use contract templates |
Auto-reminders automation | Automatically follow up until contracts are signed | No contract auto-reminders | You can send automatic reminders | Auto-reminders (stop after 16 days overdue) | Contract reminders are not supported | Reminders send automatically |
| Auto-fill contract content with client and project data | Dynamic variables with automatic data filling from CRM and other modules | You can use smart fields in contracts | Basic smart fields (limited variables) | Contracts are not supported | You can use smart fields in contracts |
Contract automation triggers | Trigger automated workflows the moment a contract is signed | No contract automation triggers | Contracts can trigger workflows | Contract & proposal triggers only | Automations apply to items, not payments | Contracts trigger workflows |
| See when contracts are opened and reviewed | No contract view notifications | You receive contract notifications | Basic email notifications (no detailed tracking) | Payment notifications are not supported | You receive signing notifications |
PDF download with signature certificate | Download signed contracts with official proof of signature | No e-signature or signature certificates | You can download signed PDFs | Basic PDF download (limited certificate) | Contracts are not supported | You can download signed PDFs |
Custom signer data fields | Collect structured signer information during signing | No custom signer data fields | You cannot customize signer fields | Standard fields only (name & email) | Contracts are not supported | You cannot customize signer fields |
Custom contract data fields | Create custom contract data you can sort, filter, and report on | Custom variables available in Document Builder templates | | Custom fields (contact info only) | Contracts are not supported | |
Create invoices and get paid | Send invoices and collect payments in one connected flow | Create and send invoices with online payment collection | Invoices with instant online payments | Invoicing with multiple payment options | Monday.com does not handle billing | Invoices with payment plans |
| Match invoices to your brand with custom logos, colors, and layout | Branded invoices with company logo and colors | | Limited branding (logo and colors only) | Invoices are not supported | |
Drag and drop invoice builder | Create custom invoice layouts visually without formatting limits | Invoice editor (not drag-and-drop) | Fixed themes (non-customizable layouts) | Pre-built templates (no drag-drop) | Invoices are not supported | |
| Edit pricing, quantities, descriptions, and structure freely | Customizable line items on invoices | | Line items (no advanced customization) | Invoices are not supported | |
Item or invoice discounts | Apply discounts at the item or full invoice level | | | Discounts (percentage or fixed, no tiered) | Invoices are not supported | |
| Create tax rules that match your location and use case | Tax configuration on invoices | | Basic tax configuration (no automation) | Invoices are not supported | |
| Accept bank transfers for lower-fee payments | | You can accept bank transfers | ACH via Bonsai Payments (US, UK, CA, AU only) | Payments are not supported | You can accept bank payments |
| Accept credit and debit cards instantly | Stripe integration for payments | You can accept payments via Stripe | Stripe payments supported | Stripe works via third-party tools | You can accept payments via Stripe |
| Collect in-person payments when needed | Square integration for online invoice payments | You cannot accept payments via Square | | Payments are not supported | You cannot accept payments via Square |
| Let clients pay using PayPal | PayPal integration for payments | You cannot accept payments via PayPal | PayPal payments supported | Possible via integrations only | You cannot accept payments via PayPal |
Flexible partial payments | Collect deposits and split payments across milestones | Basic partial payment support | You can accept partial payments | Partial payments (manual milestone setup) | Payments are not supported | You can accept partial payments |
| Break invoices into scheduled installments | | You can split invoices into payments | Payment plans (limited automation) | Payments are not supported | You can split invoices into payments |
Automated recurring invoices | Automatically send invoices on a recurring schedule | Basic recurring invoice support | You can schedule payments, not subscriptions | Weekly, biweekly, monthly, yearly recurrence | Invoices are not supported | You can schedule invoices, not subscriptions |
| Manage ongoing client subscriptions and billing | No subscription management | You cannot manage subscriptions | Recurring invoices (no subscription portal) | Subscriptions are not supported | You cannot manage subscriptions |
Automated payment reminders | Follow up automatically until invoices are paid | Automated payment reminders | Payment reminders send automatically | Automated reminders (stop after 16 days) | Payments are not supported | Payment reminders send automatically |
Reusable invoice templates | Reuse invoice layouts without rebuilding each time | Reusable invoice templates | You can reuse invoice templates | Templates available (limited customization) | Invoices are not supported | You can reuse invoice templates |
Multiple currency support | Bill clients globally in their local currency | Multiple currency support | You can use one account currency only | Multi-currency (manual exchange rates) | Board currency columns exist | You can use one account currency |
Invoice automation triggers | Trigger automated workflows when invoices are sent or paid | Basic invoice automation (limited triggers) | Contracts can trigger workflows | Payment & form triggers only | Automations apply to items, not payments | Contracts trigger workflows |
| See when invoices are opened and paid | Basic invoice view tracking | You receive contract notifications | Email notifications (no real-time tracking) | Payment notifications are not supported | You receive signing notifications |
Built-in expense tracking | Track project-related costs alongside invoices | Built-in expense and revenue tracking with profit reports | You cannot track expenses | Expense tracking (auto-categorization via bank sync) | Expenses are not supported | You cannot track expenses |
| Collect upfront payments before work starts | | | Deposits supported (manual collection) | Invoices are not supported | |
Auto-invoice billable time | Turn tracked time into invoices automatically | Convert billable time to invoices | There is no time to convert | Time-to-invoice (manual confirmation required) | Monday.com has no invoicing | There is no time to convert |
Custom invoice data fields | Create custom invoice data you can sort, filter, and report on | Basic custom fields on invoices | | Text and date custom fields only | Invoices are not supported | |
Centralized unified inbox | Manage email, chat, and messages from one shared inbox | No centralized unified inbox | Messages and emails live in one inbox | A unified client inbox is not supported | Updates inbox exists for board activity | Messages and emails live in one place |
| Connect and manage all your email accounts in one place | Email integration with IMAP sync (Gmail, Outlook, and more) | | Send-only (no inbox sync) | Email-to-board is supported | |
| Add real-time chat to your website and client portals | | You cannot add live chat to your site | | Live chat is not supported | You cannot add live chat to your site |
| Message teammates privately without leaving your workspace | Built-in instant messenger with group channels, @mentions, and file sharing | | Direct messaging is not supported | Direct messages are supported | |
Contextual project conversations | Keep conversations tied directly to the project they belong to | Comments and @mentions on projects (no dedicated conversations) | Messages are tied to projects | No in-app project messaging | Comments stay tied to items | Messages are tied to projects |
| Create shared spaces for team-wide discussions | Custom user groups for targeted team communication (Focus Group Collaboration) | You cannot create team channels | Team chat is not supported | Updates act like channels | You cannot create team channels |
| Organize channels by team, topic, or workflow | Custom user groups by department or project team for targeted communication | Channels are not supported | | Board updates can be organized | Channels are not supported |
| Notify teammates instantly inside conversations | | You cannot mention teammates | | | You cannot mention teammates |
| See when messages are read | | You can see when clients read messages | Read receipts are not supported | Seen indicators exist in updates | You can see when clients read messages |
| Share files directly inside conversations | Content sharing in instant team chats | You can share files in messages | Share files and links in portal messages | Files can be shared in updates | You can share files in messages |
| Collaborate on incoming emails as a team | | | | | |
| Access and respond to messages on mobile | | | | Mobile app includes inbox | |
| Reply from your email client and keep conversations synced | | Email replies sync to conversations | | Email replies create board items | Email replies sync to conversations |
| Keep all client and project files in one organized place | File storage on projects (no dedicated file manager) | Files exist per project only | Project document storage with client access | Files are item-based, not a file system | Files are stored per project only |
Advanced folder organization | Organize files by project, client, or structure you choose | Project-based file organization (no advanced folder system) | Fixed themes (non-customizable layouts) | Project-level only (no granular) | 3-level folder hierarchy within workspaces | |
| Control who can view or edit folders | Project-level permissions apply to files | Fixed themes (non-customizable layouts) | Project-level only (no granular) | Board-level permissions only | |
| Group files by person when needed | No people-specific folders | Fixed themes (non-customizable layouts) | | Files are item-attached, not person-based | |
| Keep files scoped to each project | Files organized within projects | Fixed themes (non-customizable layouts) | Project-based file sections in portal | Files organize within board folders | |
| Preview files instantly without downloading | | Fixed themes (non-customizable layouts) | | Files Gallery preview view | |
| Capture file metadata you can sort and filter | No custom file data fields | You can add custom fields | Contact info only (no CRM fields) | Custom form fields are supported | You can add custom fields to forms and records |
| Create and edit documents directly inside Plutio | Knowledge base with rich text pages | Fixed themes (non-customizable layouts) | No built-in document editor | WorkDocs for embedded editing | |
Comments on files and docs | Leave comments directly on files and documents | Comments on knowledge base pages (not on files) | Fixed themes (non-customizable layouts) | No file commenting system | File annotation and comments | |
| Move, tag, or manage many files at once | | Fixed themes (non-customizable layouts) | | Bulk select in Files Column | |
| Find files quickly using search and filters | Basic file search within projects | Fixed themes (non-customizable layouts) | | Search across boards and files | |
| Sync files with Google Drive or Dropbox | Google Drive, Dropbox, and OneDrive integrations | Fixed themes (non-customizable layouts) | | Google Drive, Dropbox, Box, OneDrive | |
| Restrict access with permissions or passwords | Project-level sharing controls | Fixed themes (non-customizable layouts) | | Board-level sharing controls | |
| Share files externally with controlled access | No dedicated file sharing links | Fixed themes (non-customizable layouts) | Portal sharing only (no direct file links) | | |
| Let clients book meetings directly without back-and-forth emails | No scheduling or booking system | Scheduler with intake forms | Booking pages with calendar sync | Monday.com does not have scheduling | Custom scheduler with workflows |
| Build a fully branded, customizable booking system using a drag-and-drop editor | | Branding options are limited | Custom branding on booking pages | Booking pages are not supported | Branding options are limited |
Advanced availability management | Define flexible availability rules applied automatically to bookings | No availability management | You can control availability | Event types with availability windows | Scheduling is not supported | You can control availability |
| Add buffer time automatically between meetings | | | Buffer times (no daily limits) | Scheduling is not supported | |
| Create unlimited booking types with different rules and setups | No meeting type configuration | You can offer multiple session types | Custom event types with different durations | Scheduling is not supported | You can offer multiple appointment types |
Calendar sync (Google/Outlook) | Two-way calendar sync that stays up to date automatically | No calendar sync for scheduling | Fixed themes (non-customizable layouts) | Calendar sync (Google and Outlook only) | Calendar sync is supported | |
Customizable booking confirmations | Fully customizable confirmation pages with no layout or branding limits | | Confirmation customization is limited | Email customization (limited template control) | Scheduling is not supported | Confirmation customization is limited |
| Send bookers anywhere after scheduling, not just a fixed thank-you page | | You cannot redirect after booking | Redirect supported (basic URL redirect) | Scheduling is not supported | You cannot redirect after booking |
Booking automation triggers | Trigger automated workflows the moment a meeting is booked | | Contracts can trigger workflows | Booking triggers (limited action types) | Automations apply to items, not payments | Contracts trigger workflows |
| Send automatic reminders without manual follow-ups | | Meeting reminders send automatically | Auto-reminders (email only, no SMS) | Notifications exist, not bookings | Meeting reminders send automatically |
Automatic timezone detection | Handle timezones automatically without manual adjustments | No timezone detection for booking | Timezones adjust automatically | Timezone detection (basic support) | Timezone exists per account | Timezones adjust automatically |
Paid appointments (Stripe/PayPal) | Collect payments during booking without extra steps | | Fixed themes (non-customizable layouts) | Require payment to book via Bonsai Payments or Stripe | Monday.com has no scheduling | |
| Build booking forms with full control over questions and layout | | | Custom intake questions and forms on booking events | Booking forms are not supported | |
Minimum notice / daily booking limits | Set booking limits to control lead time and daily volume | | You can set booking limits | Notice periods (no per-event daily limits) | Scheduling is not supported | You can set booking limits |
Rescheduling and cancellation controls | Define flexible rules for rescheduling and cancellations | | Clients can reschedule or cancel | Clients can reschedule or cancel from confirmation email | Monday.com has no scheduling | Clients can reschedule or cancel |
Automated workflows builder | Build advanced workflows visually without code or rigid templates | Automation rules (no visual workflow builder) | AI-powered workflow builder with branching | Contract, proposal, invoice, form triggers | AI-powered cross-board workflows | Visual node-based Flows builder |
| Start workflows from real events across projects, clients, and payments | Trigger-based automation rules | You can automate actions with workflows | Contract signed, proposal accepted, form filled | Item-based automations are supported | You can automate automation actions with workflows |
| Run workflows on schedules you control, not fixed intervals | No schedule-based automation | Workflows cannot repeat on a schedule | | Recurring automations exist with limits | Workflows cannot repeat on a schedule |
| Chain multiple actions into one continuous automation | Multi-step business processes with stages and automated actions | Workflows can include multiple steps | | Multi-step automations are supported | Workflows can include multiple steps |
| Create conditional paths instead of one-size-fits-all flows | | Branching exists, but options are limited | | Conditional logic is supported | 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 |
| Create, update, or move records automatically across the system | Create and update records via automation | Creation actions are limited | Auto-create (projects and clients only) | Tasks and boards can be created automatically | Creation actions are limited |
| Reorganize work automatically without manual cleanup | Move records (no duplicate action) | Items cannot be duplicated automatically | | Items can duplicate automatically | Items cannot be duplicated automatically |
| Automatically archive or remove records based on rules | Archive records (no auto-delete) | Items cannot be deleted via automation | | Items can delete automatically | Items cannot be deleted automatically |
| Trigger or receive real-time events from external systems | | You cannot use APIs or webhooks | Webhooks (outgoing only, no incoming) | API and webhooks are supported | You cannot use APIs or webhooks |
| Send automated emails tied to real workflow events | Send email notifications via automation | Workflows can send emails | Logo & colors (no custom domain) | Emails can be sent via automations | Workflows can send emails |
| Add notes or comments automatically where work happens | Leave comments via automation rules | You cannot post comments via automation | | | You cannot post comments via automation |
| See exactly what ran, when, and why | No complete automation logs | You cannot view automation logs | | Automation logs are supported | You cannot view automation logs |
| Pass data between steps dynamically without manual mapping | | | | Formula and column values can be reused | |
| Run workflows that span projects, tasks, proposals, invoices, and more | Basic cross-entity links (CRM to projects) | Forms, bookings, and payments trigger workflows | | Cross-board automations are supported | Forms, payments, and bookings trigger workflows |
| Build fully branded forms that match your workflow and client experience | Basic form creation (limited field types) | Questionnaires with limited styling | Branded intake and questionnaire forms | WorkForms with branding and conditional logic | Branded forms with smart fields |
Drag-and-drop form builder | Design forms visually with full layout control, no code required | Basic form builder (not full drag-and-drop) | You cannot visually build contracts | Form editor (no true drag-and-drop) | | You can build contracts using form blocks |
| Reuse form structures without rebuilding from scratch | | You cannot reuse form templates | Form templates with auto-CRM sync | | You can reuse form templates |
| Collect structured data you can sort, filter, and report on | Limited custom field types | You can add custom fields | Custom fields (limited field types) | Custom form fields are supported | You can add custom fields to forms and records |
| Show or hide fields based on responses, not static forms | No conditional logic in forms | Fields cannot change based on answers | Conditional logic (limited complexity) | Conditional logic exists in forms | Fields can change based on answers |
Instant email notifications | Get notified immediately when forms are submitted | Email notifications on form submission | You can email on submission | Email notifications (no customization) | Notifications can trigger on submit | You can email on submission |
| Trigger automated workflows when a form is submitted | Basic form automation (limited triggers) | Contracts can trigger workflows | Basic automation triggers (limited actions) | Automations apply to items, not payments | Contracts trigger workflows |
| Embed forms anywhere without layout restrictions | | | Embed via iframe (limited styling control) | | |
Advanced field preferences | Control required, hidden, and default field behavior | No advanced field preferences | | | WorkForms conditional logic | Field behavior is limited |
Comprehensive field types | Collect text, files, dates, selections, and more | Basic field types (text, number, date, dropdown) | | | Many field types supported | |
| Collect legally binding signatures directly inside forms | No signature field in forms | Forms can include signatures | E-signature field (basic, no advanced options) | Signatures are not supported | Forms can include signatures |
| Accept file uploads as part of form submissions | File upload field available | | Clients can upload files to projects | File uploads via WorkForms | |
Redirect after submission | Send submitters to a custom next step, not a fixed thank-you page | No redirect after form submission | You cannot redirect after submit | | | You cannot redirect after submit |
| Manage contacts and companies in one connected system | CRM with pipeline management, lead tracking, and deal stages | Pipeline with AI lead prioritization | CRM with Deals pipeline for leads | Contacts via boards, not native CRM | CRM with auto-created client records |
| Track organizations, not just individual contacts | Organization and company management in CRM | Companies exist, but contacts come first | Companies (basic info only, no hierarchy) | Companies can be modeled manually | Companies exist, contacts come first |
Custom contact data fields | Collect and manage structured contact data you define | Custom fields on contacts | | Custom fields (text and select only) | Custom CRM fields are supported | |
Complete activity timeline | See every interaction with a client in one place | Activity timeline on contacts and deals | You can see full activity history | Activity log (projects and invoices only) | | You can see full activity history |
Contacts labeling and grouping | Organize contacts flexibly without rigid pipelines | Contact tags and segmentation | You can tag and segment contacts | Tags (no advanced segmentation) | Tags and status columns are supported | You can tag and segment contacts |
Comprehensive knowledge base | Create an internal wiki for processes, docs, and guides | Built-in knowledge base (wiki) with rich text pages | You cannot create an internal wiki | | Docs are supported, not a wiki system | You cannot create an internal wiki |
Beautiful rich text pages | Write structured, formatted content without complexity | Rich text editor for wiki pages | Not supported (requires integration) | | | |
| Build deep knowledge hierarchies without limits | Nested page structure in knowledge base | Not supported (requires integration) | | | |
Granular page permissions | Control exactly who can view or edit each page | Basic page permissions (project-level, not per-page) | Not supported (requires integration) | | | |
Custom dashboards and pages | Build dashboards around what matters to you, not fixed metrics | Customizable dashboards with widgets | HoneyBook does not have custom dashboards | Dashboard (fixed layout, no customization) | | Dubsado has a home page, not custom dashboards |
Drag-and-drop dashboard builder | Design dashboards visually with full layout control | Drag-and-drop dashboard builder | Limited dashboard widgets | Pre-configured widgets only | | |
| Visualize data with customizable charts | | | Charts (revenue and time only) | | |
| Track key numbers without manual reporting | | | Metrics (revenue and project totals only) | | |
| Monitor progress toward defined goals | | Not supported (requires integration) | | | |
| Add contextual notes directly to dashboards | Text widgets (not dedicated notes) | Not supported (requires integration) | | | |
| View upcoming events alongside work and metrics | Calendar widget on dashboard | | Calendar widget (upcoming tasks only) | | |
| Track revenue and expenses in the same view | Financial overview widgets (revenue, expenses, profit) | Revenue & invoice tracking | Revenue tracking (invoices only, no expenses) | No financial widgets in Monday | |
| Run the entire platform under your brand | White-label available on Ultimate plan (custom pricing) | HoneyBook branding, not white-label | Documents and portal only (no admin theming) | Monday.com branding always visible | Dubsado branding, not white-label |
| Apply your brand colors across the system | Basic theme customization (Advanced plan and above) | Color themes on Deliver+ (no Free plan theme customization) | No admin interface theming | Board colors can be customized | Color themes on Deliver+ (no Free plan theme customization) |
| Fine-tune styling beyond basic theming | No custom CSS or stylesheet | You cannot apply custom CSS | | Custom CSS is not supported | You cannot apply custom CSS |
Custom login/signup pages | Use branded authentication pages instead of generic screens | Custom branding on login (Ultimate plan) | Login pages cannot be customized | Branded login (fixed layout) | Custom login pages are not supported | Login pages cannot be customized |
| Send all system emails with your branding | Email branding (Ultimate plan) | You can brand outgoing emails | Logo in emails (no custom templates) | Email branding is limited | You can brand outgoing emails |
| Use your own fonts throughout the platform | | You cannot use custom fonts | | | You cannot use custom fonts |
| Replace all platform logos with your own | Custom logo/branding from Free plan for invoices; full white-labeling on Ultimate plan | | Logo (documents and portal only) | | |
| Run everything on your own domain | Custom domain (Ultimate plan, custom pricing per user) | Not supported (requires integration) | | | |
| Send emails from your own email infrastructure | Custom email available on Ultimate plan (custom domain and email) | Not supported (requires integration) | | | |
| Embed Plutio directly into your website or product | | Not supported (requires integration) | | | |
| Shape the platform to match how your business works | Customizable workspace with modules | HoneyBook has fixed workspace | No workspace customization | | Dubsado has fixed workspace |
| Add, remove, or reorder navigation items freely | Configurable sidebar (limited menu editing) | You cannot customize navigation | Fixed menu (no customization) | Workspace structure can be adjusted | You cannot customize navigation |
| Show different navigation for different roles | No user-based menu configuration | Menus are the same for all users | | Menus cannot change per user | Menus are the same for all users |
| Create role types beyond preset permissions | Custom user roles with permissions | You cannot define custom roles | 4 fixed roles (no custom) | | You cannot define custom roles |
Advanced user permissions | Control access at a granular level | Granular user permissions | Permissions are not configurable | Project permissions (no granular control) | Advanced permissions are supported | Permissions are not configurable |
| Support enterprise-grade single sign-on | SSO on Ultimate plan only | | Email & password login only | Email & password login only | |
| Integrate with external systems without lock-in | Integrations with Stripe, PayPal, Google, Slack, and more | | Integrations (Zapier and Make only) | 72+ integrations plus marketplace | |
| Connect to thousands of apps without custom code | No Zapier integration (uses Make.com, Pabbly Connect, and Apix Drive instead) | You can connect HoneyBook to Zapier | Zapier (limited triggers and actions) | | You can connect Dubsado to Zapier |
| Build advanced automation scenarios visually | Full Make.com integration available | You cannot connect via Make | Make.com (limited modules) | | You cannot connect via Make |
| Connect services without usage-based limits | Pabbly Connect integration available | You cannot connect via Pabbly | | | You cannot connect via Pabbly |
| Build custom integrations with full system access | | | REST API (read-only, limited endpoints) | | |
Incoming & outgoing webhooks | Send and receive real-time events | | | Webhooks (outgoing only, limited events) | | |
| Access your business from native mobile apps | Mobile apps for iOS and Android | Full-featured iOS and Android apps | Mobile apps (iOS and Android, limited features) | Full-featured mobile apps | iOS and Android with Tap to Pay |
| | | You can use HoneyBook on iOS | iOS app (basic features only) | | You can use Dubsado on iOS |
| Full-featured Android app | | You can use HoneyBook on Android | Android app (basic features only) | | You can use Dubsado on Android |
| Native macOS app for desktop workflows | No Mac desktop app (web-only + mobile) | | | Desktop app wraps the web version | |
| Native Windows app for desktop workflows | No Windows desktop app (web-only + mobile) | | Web only (no Windows app) | Desktop app wraps the web version | |
