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