| | $28-44/month (Starter plan, Dec 2025 pricing) | $60/month (single plan, $50/month annual) |
| No free plan (14-day trial available) | No free plan (21-day trial) | No free plan (7-day trial only) |
| | 21-day free trial (all Premier features) | |
Manage projects and tasks | Fully flexible project and task setup you can shape to your workflow | Projects with task boards | Projects with pipelines and to-dos |
Project roles and permissions | Control exactly who can view or edit each part of a project | 3 fixed roles (Basic, Accountant, Admin) | 3 user levels (paid plans only) |
| Unlimited boards to run parallel workflows in the same project | You cannot use task boards | |
Embeddable project boards | Live project boards embedded into client portals or websites | You cannot embed project views | No external project viewing |
| Read-only public links for sharing progress without risk | You can share via the client portal only | No read-only project links |
Project stages and milestones | Define custom project lifecycles for different types of work | You can use project statuses, but no milestones | You cannot define stages or milestones |
Connected proposals, contracts, and invoices | Everything related stays connected to the project automatically | Proposals, contracts, and invoices live inside projects | All modules connect to the project lifecycle |
Custom project data fields | Track, sort, filter, and report on custom project data | | |
| Drag-and-drop tasks across customizable columns | Kanban view added in Dubsado 3.0 (Nov 2025) | Legacy list-based interface only |
| Bulk-edit tasks like a spreadsheet | Table view is the default task display in Dubsado 3.0 | No spreadsheet-style editing |
| Clean task lists with clear hierarchy | You can manage tasks in simple lists | You can manage tasks as simple to-do lists |
| See tasks and deadlines on a calendar | You can see deadlines and appointments on a calendar | You can see tasks and bookings on a calendar |
| Plan work visually with task order and dependencies | You cannot view work on a gantt chart | |
| Break work down into multiple nested levels | You cannot split tasks into subtasks | All tasks are single-level only |
| Turn emails into tasks without manual copying | You cannot create tasks from emails | Not supported (email sync only) |
| Keep discussions tied directly to each task | You cannot comment on tasks | You cannot comment directly on tasks |
| Store files directly on the task they belong to | You can upload files, but not attach them to tasks | You cannot attach files to tasks |
| Define priority levels that fit your workflow | You cannot set task priorities | You cannot set task priority levels |
Task labels & color coding | Use unlimited labels to visually organize tasks | You cannot label or color-code tasks | You cannot tag or color-code tasks |
| Assign tasks to one or multiple teammates | You cannot assign tasks to multiple people | Single assignee per task only |
| Reuse task-level structures across projects | You can reuse workflows and form templates | You can reuse task lists through workflows |
| Control access at the individual task level | You cannot set permissions per task | You cannot control permissions per task |
| Prevent work from starting out of order | You cannot link tasks together | |
| Automate repeating work with flexible schedules | You cannot create recurring tasks | |
| Add task-level fields for tracking custom details | | |
| Easily track time using timers or manual entries | Built-in time tracker (Premier plan only, enhanced in 3.0) | Start and stop timers or log time manually |
| Log time directly against tasks and subtasks | Time tracker available (Premier plan) | Time tracked per task via Time Log tab within projects |
| See time spent per project and per client | Time tracked per project (Premier plan) | Track time across different projects and clients |
| Clearly separate billable and non-billable time | Billable hours logged to invoices (Premier plan) | You cannot set billing rules for time |
| Turn tracked time into invoices without extra steps | Tracked time can be added to invoices (Premier plan) | Convert tracked billable time into an invoice |
| View detailed time reports by task, project, or client | Basic time logs (Premier plan) | You cannot generate timesheet reports |
| See how each team member tracks their time | You cannot see team time reports | No team breakdown for time entries |
Create and send proposals | Create proposals clients can review, approve, and sign in one flow | Proposals with pricing tables | Quotes with limited design options |
Drag-and-drop proposal builder | Create custom, branded proposals without layout limits or code | You can build proposals using drag-and-drop forms | You cannot drag and drop proposal sections |
Reusable proposal templates | Reuse proven proposal layouts across clients | You can use proposal templates | Save and reuse your own proposal templates |
Real-time proposal analytics | See exactly when proposals are opened and reviewed | 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 |
| Move from proposal to contract, invoice, or booking automatically | 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 | Accepted proposals create invoices | You can turn accepted proposals into invoices |
| Offer upsells and add-ons directly inside proposals | You can offer packages and add-ons | You cannot offer configurable packages |
Interactive pricing tables | Let clients choose options before approving | Pricing updates based on selections | Pricing tables are static |
Dynamic data and variables | Auto-fill proposal content with client and project data | | Use tokens to insert client and project data automatically |
| Automatically expire proposals after a set date | You cannot set proposal expiry dates | You cannot set proposal expiry dates |
| | You can download proposal PDFs | You can download proposals as PDFs |
| Create reusable proposal sections you can reuse on demand | You can reuse form sections | Save and reuse sections across different documents |
Legally binding e-signatures | Collect secure electronic signatures on proposals | 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 | | Not supported. You cannot customize signer fields |
Create and sign contracts | Create, send, and sign contracts in one continuous flow | 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 | 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 | Contracts support legal e-signatures | E-signatures meet standard legal requirements |
Multi-signature / signees | Collect signatures from multiple people on the same contract | 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 | You can use contract templates | You can use contract templates |
Auto-reminders automation | Automatically follow up until contracts are signed | Reminders send automatically | You can send automatic reminders |
| Auto-fill contract content with client and project data | You can use smart fields in contracts | You can insert custom fields |
Contract automation triggers | Trigger automated workflows the moment a contract is signed | Contracts trigger workflows | Contracts can trigger workflows |
| See when contracts are opened and reviewed | You receive signing notifications | You receive email notifications |
PDF download with signature certificate | Download signed contracts with official proof of signature | You can download signed PDFs | You can download signed PDFs |
Custom signer data fields | Collect structured signer information during signing | 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 | | |
Create invoices and get paid | Send invoices and collect payments in one connected flow | Invoices with payment plans | Invoices with Stripe and PayPal |
| Match invoices to your brand with custom logos, colors, and layout | | Basic invoicing (no smart tax automation) |
Drag and drop invoice builder | Create custom invoice layouts visually without formatting limits | | Template-based (no drag-and-drop designer) |
| Edit pricing, quantities, descriptions, and structure freely | | You can customize invoice line items |
Item or invoice discounts | Apply discounts at the item or full invoice level | | You can add discounts to line items |
| Create tax rules that match your location and use case | | You can set custom tax rules |
| Accept bank transfers for lower-fee payments | You can accept bank payments | |
| Accept credit and debit cards instantly | You can accept payments via Stripe | Stripe integration available |
| Collect in-person payments when needed | You cannot accept payments via Square | Square integration available |
| Let clients pay using PayPal | You cannot accept payments via PayPal | PayPal integration available |
Flexible partial payments | Collect deposits and split payments across milestones | You can accept partial payments | You can set up payment schedules |
| Break invoices into scheduled installments | You can split invoices into payments | You can set up payment schedules |
Automated recurring invoices | Automatically send invoices on a recurring schedule | You can schedule invoices, not subscriptions | Recurring invoices (no automated subscription portal) |
| Manage ongoing client subscriptions and billing | You cannot manage subscriptions | Recurring invoices (no automated subscription portal) |
Automated payment reminders | Follow up automatically until invoices are paid | Payment reminders send automatically | Automated reminders supported |
Reusable invoice templates | Reuse invoice layouts without rebuilding each time | You can reuse invoice templates | You can reuse templates and content |
Multiple currency support | Bill clients globally in their local currency | You can use one account currency | Basic support (no automated exchange rates) |
Invoice automation triggers | Trigger automated workflows when invoices are sent or paid | Contracts trigger workflows | Simple triggers (no multi-step automation) |
| See when invoices are opened and paid | You receive signing notifications | Activity log (no real-time updates) |
Built-in expense tracking | Track project-related costs alongside invoices | You cannot track expenses | |
| Collect upfront payments before work starts | | Deposit payments supported |
Auto-invoice billable time | Turn tracked time into invoices automatically | There is no time to convert | You can add tracked time to invoices |
Custom invoice data fields | Create custom invoice data you can sort, filter, and report on | | |
Centralized unified inbox | Manage email, chat, and messages from one shared inbox | Messages and emails live in one place | Communication is limited to email sync |
| Connect and manage all your email accounts in one place | | Email sync & templates included |
| Add real-time chat to your website and client portals | You cannot add live chat to your site | No native live chat feature |
| Message teammates privately without leaving your workspace | | |
Contextual project conversations | Keep conversations tied directly to the project they belong to | Messages are tied to projects | Email sync (limited to project-specific threads) |
| Create shared spaces for team-wide discussions | You cannot create team channels | |
| Organize channels by team, topic, or workflow | Channels are not supported | |
| Notify teammates instantly inside conversations | You cannot mention teammates | |
| See when messages are read | You can see when clients read messages | Activity log (tracks when emails are opened) |
| Share files directly inside conversations | 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 inbox |
| Keep all client and project files in one organized place | Files are stored per project only | Basic storage (no dedicated file management system) |
Advanced folder organization | Organize files by project, client, or structure you choose | | |
| Control who can view or edit folders | | |
| Group files by person when needed | | Basic storage (no dedicated file management system) |
| Keep files scoped to each project | | Basic storage (no dedicated file management system) |
| Preview files instantly without downloading | | |
| Capture file metadata you can sort and filter | You can add custom fields to forms and records | Unlimited contact & project fields |
| Create and edit documents directly inside Plutio | | You can connect quotes to contracts and invoices |
Comments on files and docs | Leave comments directly on files and documents | | |
| Move, tag, or manage many files at once | | Basic management (no bulk operations) |
| Find files quickly using search and filters | | Basic search (limited filtering options) |
| Sync files with Google Drive or Dropbox | | |
| Restrict access with permissions or passwords | | Client portal only (no public sharing controls) |
| Share files externally with controlled access | | Client portal only (no direct sharing links) |
| Let clients book meetings directly without back-and-forth emails | Custom scheduler with workflows | Simple scheduler, no team round-robin |
| Build a fully branded, customizable booking system using a drag-and-drop editor | Branding options are limited | Basic scheduler (limited team coordination) |
Advanced availability management | Define flexible availability rules applied automatically to bookings | You can control availability | Basic scheduler (limited team coordination) |
| Add buffer time automatically between meetings | | Buffer time between meetings |
| Create unlimited booking types with different rules and setups | You can offer multiple appointment types | Multiple session types supported |
Calendar sync (Google/Outlook) | Two-way calendar sync that stays up to date automatically | | Two-way sync (Google & Outlook) |
Customizable booking confirmations | Fully customizable confirmation pages with no layout or branding limits | Confirmation customization is limited | Custom confirmation emails |
| Send bookers anywhere after scheduling, not just a fixed thank-you page | You cannot redirect after booking | Included. Redirect after booking supported |
Booking automation triggers | Trigger automated workflows the moment a meeting is booked | Contracts trigger workflows | Trigger actions on booking |
| Send automatic reminders without manual follow-ups | Meeting reminders send automatically | |
Automatic timezone detection | Handle timezones automatically without manual adjustments | Timezones adjust automatically | |
Paid appointments (Stripe/PayPal) | Collect payments during booking without extra steps | | Pay upon booking with full or partial payment options |
| Build booking forms with full control over questions and layout | | You can collect info on booking |
Minimum notice / daily booking limits | Set booking limits to control lead time and daily volume | 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 | |
Automated workflows builder | Build advanced workflows visually without code or rigid templates | Visual node-based Flows builder | Trigger-based automation, no visual builder |
| Start workflows from real events across projects, clients, and payments | You can automate automation actions with workflows | Event-driven automation supported |
| Run workflows on schedules you control, not fixed intervals | Workflows cannot repeat on a schedule | |
| Chain multiple actions into one continuous automation | 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 is limited | |
| Add precise timing between steps, down to minutes or days | You can delay workflow steps | Supported. You can delay workflow steps |
| Create, update, or move records automatically across the system | Creation actions are limited | Auto-create projects & invoices supported |
| Reorganize work automatically without manual cleanup | Items cannot be duplicated automatically | |
| Automatically archive or remove records based on rules | Items cannot be deleted automatically | |
| Trigger or receive real-time events from external systems | You cannot use APIs or webhooks | Supported via webhooks (no visual designer) |
| Send automated emails tied to real workflow events | Workflows can send emails | Automation can trigger emails |
| Add notes or comments automatically where work happens | You cannot post comments via automation | No internal commenting system |
| See exactly what ran, when, and why | 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 |
| Run workflows that span projects, tasks, proposals, invoices, and more | Forms, payments, and bookings trigger workflows | Linear only (limited cross-module connectivity) |
| Build fully branded forms that match your workflow and client experience | 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 | You can build contracts using form blocks | Template-based (fixed form structures) |
| Reuse form structures without rebuilding from scratch | You can reuse form templates | Included. You can save and reuse forms |
| Collect structured data you can sort, filter, and report on | 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 | Fields can change based on answers | Not supported. Forms are static |
Instant email notifications | Get notified immediately when forms are submitted | You can email on submission | Included. Email alerts on submission |
| Trigger automated workflows when a form is submitted | Contracts trigger workflows | Included. Form submission can start workflows |
| Embed forms anywhere without layout restrictions | | 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 | Forms can include signatures | Included. Electronic signatures available on forms |
| Accept file uploads as part of form submissions | | 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 | Included. Custom redirect links supported |
| Manage contacts and companies in one connected system | CRM with auto-created client records | Contact management with lead tracking |
| Track organizations, not just individual contacts | Companies exist, contacts come first | Organization tracking (no separate company records) |
Custom contact data fields | Collect and manage structured contact data you define | | Included. Unlimited custom contact fields |
Complete activity timeline | See every interaction with a client in one place | You can see full activity history | Included. Tracks interactions per contact |
Contacts labeling and grouping | Organize contacts flexibly without rigid pipelines | 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 | Not supported. No built-in wiki or SOP system |
Beautiful rich text pages | Write structured, formatted content without complexity | | Not supported. No rich-text page builder |
| Build deep knowledge hierarchies without limits | | |
Granular page permissions | Control exactly who can view or edit each page | | |
Custom dashboards and pages | Build dashboards around what matters to you, not fixed metrics | Dubsado has a home page, not custom dashboards | |
Drag-and-drop dashboard builder | Design dashboards visually with full layout control | | Not supported. Dashboard is pre-configured |
| Visualize data with customizable charts | | Basic financial charts (no custom chart creation) |
| Track key numbers without manual reporting | | Standard metrics only (revenue, leads) |
| Monitor progress toward defined goals | | Not supported. No internal goal tracking system |
| Add contextual notes directly to dashboards | | Not supported. No dashboard notes widget |
| View upcoming events alongside work and metrics | | Included. Agenda and upcoming tasks displayed |
| Track revenue and expenses in the same view | | Included. Revenue and pending payments tracking |
| Run the entire platform under your brand | Dubsado branding, not white-label | |
| Apply your brand colors across the system | Color themes on Deliver+ (no Free plan theme customization) | Not supported. Themes are pre-defined |
| Fine-tune styling beyond basic theming | 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 | Logo branding only (fixed layout) |
| Send all system emails with your branding | You can brand outgoing emails | Included. Add your logo to all messages |
| Use your own fonts throughout the platform | 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 |
| Run everything on your own domain | | Not supported. Redirects to 17hats domain |
| Send emails from your own email infrastructure | | Included. Send from your SMTP server |
| Embed Plutio directly into your website or product | | |
| Shape the platform to match how your business works | Dubsado has fixed workspace | 17hats has fixed workspace |
| Add, remove, or reorder navigation items freely | You cannot customize navigation | Fixed menu (no customization) |
| Show different navigation for different roles | 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 | Basic roles only (no granular permissions) |
Advanced user permissions | Control access at a granular level | Permissions are not configurable | Not supported (no granular permission settings) |
| Support enterprise-grade single sign-on | | Email & password login only |
| Integrate with external systems without lock-in | | Zapier plus direct integrations |
| Connect to thousands of apps without custom code | You can connect Dubsado to Zapier | Included. Full Zapier connectivity |
| Build advanced automation scenarios visually | You cannot connect via Make | |
| Connect services without usage-based limits | You cannot connect via Pabbly | |
| Build custom integrations with full system access | | Included. API access available for developers |
Incoming & outgoing webhooks | Send and receive real-time events | | Supported. Automate events via webhooks |
| Access your business from native mobile apps | iOS and Android with Tap to Pay | |
| | You can use Dubsado on iOS | Limited features (legacy mobile interface) |
| Full-featured Android app | You can use Dubsado on Android | Limited features (legacy mobile interface) |
| Native macOS app for desktop workflows | | Web only. No native Mac application |
| Native Windows app for desktop workflows | | Web only. No native Windows application |
