Dubsado vs Copilot: Complete Comparison (2026)

Dubsado vs Copilot: which one actually runs your entire business?

Both handle client management: intake forms, invoicing, contracts, and a space where clients interact with your business. But once the contract is signed, most users end up managing deliverables in spreadsheets and tracking hours in separate apps... because neither has visual project management, task-level time tracking, proposals, or scheduling to run a full workflow from one place.

Dubsado handles intake through Flows with multi-step onboarding sequences and CSS-level form control, but there's no time tracking, no Kanban or Gantt views, the portal still shows Dubsado branding, and setup takes weeks before the first proposal goes out.

Copilot centers on a client portal where invoices, messages, and files appear under one login, but time tracking, project management, proposals, and scheduling are all missing, and the Starter plan caps clients at 50 for $39/month.

Plutio handles intake, then connects it to the rest of the workflow. Proposals convert into projects with Kanban boards and task assignments, billable hours feed directly into invoice line items, and clients check deliverables, approve files, and pay invoices from a portal on your domain. Skip the comparison and try Plutio free.

Last updated March 2026

4.6

Quick comparison (TLDR)

Dubsado handles client intake through Flows, a multi-step automation builder that sequences proposals, contracts, questionnaires, and invoices. Forms support CSS-level customization. Dubsado connects to Stripe, Square, and PayPal, so international businesses can process payments. The Starter plan runs $335/year (~$28/month) with limited automation, and the Premier plan runs $525/year (~$44/month) for full Flows access. Setup usually takes 1-2 weeks before the first proposal goes out, there is no time tracking, and the portal still carries Dubsado branding.

Copilot (rebranded to Assembly in 2025) focuses on the client portal experience. Clients log in to a branded workspace where invoices, messages, files, and forms appear under one roof. Custom domain support requires the Advanced plan at $149/month. The Starter plan costs $39/month for up to 50 clients, and the Professional plan costs $89/month for up to 500 clients. There are no proposals, no scheduling, no project management, and no time tracking.

Key differences at a glance

Automation: Dubsado Flows sequences multi-step intake with conditional logic. Copilot has basic automation triggers with no visual workflow builder.
Client portal: Copilot's portal is white-labeled with optional custom domain ($149/month). Dubsado's portal shows Dubsado branding with no custom domain option.
Forms: Dubsado forms support CSS customization with custom fonts, spacing, and embedded HTML. Copilot forms cover standard field types with conditional logic.
Payments: Dubsado connects to Stripe, Square, and PayPal for global payment processing. Copilot processes payments through Stripe only.
Pricing model: Dubsado charges a flat annual fee ($335-$525/year) with no client caps. Copilot charges monthly by client count ($39/month for 50 clients up to $149/month for unlimited).
Scheduling: Dubsado Premier includes appointment scheduling. Copilot has no scheduling feature at all.

The verdict? Dubsado handles intake automation and form customization, but takes weeks to set up, has no time tracking, and shows their branding on client portals. Copilot has a clean white-labeled portal, but has no proposals, no scheduling, no project management, and caps clients at 50 on the Starter plan. If you need one app that handles intake, project management, time tracking, and a white-labeled portal, Plutio covers everything for $19/month.

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Client portals and branding

When clients log in to check invoices, upload files, or send a message, whose brand do they see? Yours or your software vendor's?

Dubsado

Portal with Dubsado branding and limited customization. Dubsado client portals show documents, forms, invoices, and payment history. CSS customization applies to forms, so designers who know CSS can style intake forms with custom fonts and spacing. But the portal itself still carries Dubsado branding. There is no custom domain option, so clients see a Dubsado URL when they log in. For agencies whose brand is part of the service, a Dubsado URL on the login screen sends the wrong message.

Document and form access
Invoice and payment history
CSS customization on forms
Portal shows Dubsado branding
No custom domain
No white-labeling option

Copilot

White-labeled portal, but custom domain costs $149/month. Copilot focuses on the client portal. Clients log in to a workspace where invoices, messages, files, and forms appear in one view. The portal surfaces messages, invoices, and files, and custom app embeds let third-party tools appear inside the portal. Custom domain support requires the Advanced plan at $149/month. On the Starter and Professional plans, portals run on a Copilot subdomain. The full white-label add-on costs extra on top of the plan price.

White-labeled client portal
In-portal messaging
Custom app embeds
Custom domain (Advanced plan only, $149/mo)
Full white-label as add-on
No task or project visibility in portal

Automation and workflows

A lead fills out your contact form. What happens next? Manual follow-up or automated sequences that book clients while the rest of the day continues?

Dubsado

Multi-step Flows builder for intake automation. Dubsado's Flows builder sequences client intake steps with conditional logic. A lead fills out a form, and Dubsado waits for a contract signature before sending a questionnaire, then triggers an invoice after the questionnaire is completed. Flows handle the full intake funnel from inquiry to payment. The builder supports branching logic, wait conditions, and email triggers.

The automation stops at the intake stage. Once the client is booked and paid, Flows don't extend to project delivery, task creation, or time tracking. Delivery happens in separate apps.

Visual workflow builder (Flows)
Multi-step intake sequences
Conditional branching logic
Wait triggers for client actions
No project delivery automation
No time tracking triggers
Requires Premier plan ($44/month)

Copilot

Basic automation triggers with no visual builder. Copilot includes automation for form submissions and basic client actions, but there is no visual workflow builder comparable to Dubsado's Flows. Automations trigger on events like form submissions or invoice payments, but Copilot does not offer multi-step sequences or wait conditions. Each step from form to contract to invoice requires manual action: sending the contract separately, then creating the invoice by hand.

Form submission triggers
Invoice payment triggers
No visual workflow builder
No multi-step sequences
No conditional branching
No wait conditions

Forms and customization

Your brand has specific colors, fonts, and style. Can the intake forms match your website, or do they look like generic templates?

Dubsado

CSS-level form control, but coding knowledge required. Dubsado forms support CSS customization. Designers who know CSS can style forms with custom fonts, exact spacing, embedded HTML elements, and unique layouts that match a website's design. CSS customization gives control over how forms look, but CSS knowledge is required. Non-technical users rely on templates or hire someone to configure their forms. Setup takes days to weeks depending on complexity.

CSS form customization
Custom fonts and typography
Embedded HTML elements
Unlimited form templates
Requires CSS knowledge
More setup time than drag-and-drop

Copilot

Standard form builder with conditional logic. Copilot's form builder covers standard field types: text, dropdowns, file uploads, and checkboxes. Conditional logic shows or hides fields based on responses. Forms can be embedded on websites or shared as links. The builder works without coding knowledge, but custom fonts, spacing adjustments, and embedded HTML are not options, so every form looks like a variation of the same template.

Standard form fields
Conditional logic
Website embedding
No coding required
No CSS customization
Limited visual control

Invoicing and payments

The invoice goes out. Can the client pay from the portal? Does the payment connect to the project, or does the invoice exist in isolation?

Dubsado

Invoicing with global payment options. Dubsado generates invoices with line items, taxes, and discounts. Clients pay through Stripe, Square, or PayPal, so international businesses can process payments regardless of location. Payment plans split large invoices into scheduled installments. Recurring invoices send on a schedule for retainer clients. CSS customization on invoice templates requires the Premier plan.

Because there is no time tracking, every invoice line item is entered manually. Consultants billing hourly transfer hours from a separate app into Dubsado invoices one by one.

Invoice creation with templates
Stripe, Square, and PayPal payments
Payment plans and installments
Recurring invoices
No time-to-invoice connection
Manual line item entry only

Copilot

Stripe-only invoicing through the portal. Copilot generates invoices and processes payments through Stripe. Clients pay directly from the portal. Recurring billing and subscription invoices handle retainer clients with automatic charges. The invoicing interface covers line items, taxes, and payment collection.

Copilot only processes payments through Stripe, so freelancers and agencies who need PayPal or Square for international clients have no alternative within the platform. Because there is no time tracking, each line item goes in by hand, one entry at a time.

Invoice creation with line items
Stripe payment collection
Recurring billing and subscriptions
Client payment through portal
Stripe only (no PayPal or Square)
No time-to-invoice connection
Manual line item entry only

Proposals and contracts

The proposal sets expectations. The contract makes them binding. When both live in the same system, the scope, the agreement, and the invoice reference each other.

Dubsado

Proposals and contracts with e-signatures. Dubsado includes a proposal builder where you add scope details, pricing, and terms. Contracts support e-signatures with audit trails. Proposals and contracts can be chained together in Flows, so a signed proposal triggers a contract, and a signed contract triggers an invoice. Public proposals on the Premier plan let leads browse and select packages from a shareable link.

The proposal editor uses fixed layouts rather than drag-and-drop. Design control relies on CSS rather than visual editors. Users who want visual design control without coding are limited to fixed templates and CSS overrides.

Proposal builder with scope and pricing
E-signatures with audit trail
Proposal-to-contract automation via Flows
Public proposals (Premier plan)
Fixed layout structure
Design control requires CSS

Copilot

Contracts with e-signatures, but no proposals. Copilot includes contracts with e-signatures. Clients sign electronically through the portal. Signed contracts are stored in the client record for reference. The contract module supports templates and basic customization.

There is no proposal builder. Proposals are created in separate tools like PandaDoc or Google Docs, then the outcome is manually moved into Copilot as a new client and invoice. The first client interaction happens outside the portal, so the sales process that leads to onboarding runs through email attachments and third-party document tools.

Contract creation and templates
E-signatures
Signed contract storage in portal
No proposal builder
No interactive pricing tables
No proposal-to-contract automation

Scheduling and project management

Can clients book calls directly? And once the project starts, is there a way to manage deliverables inside the same platform?

Dubsado

Scheduling on Premier, but project management stops at to-do lists. Dubsado Premier includes appointment scheduling with calendar sync. Clients book directly from a scheduling link. Dubsado's scheduler handles availability windows, meeting types, and booking confirmations. On the Starter plan, scheduling is not available.

Project management is limited to task lists and to-dos tied to projects. Tasks have due dates and can be assigned. But there are no Kanban boards, no Gantt charts, no subtasks, and no task dependencies. Multi-month projects with complex deliverables require a separate project management tool running alongside.

Appointment scheduling (Premier plan)
Calendar sync
Task lists with due dates
No Kanban boards
No Gantt charts
No subtasks or dependencies
No scheduling on Starter plan

Copilot

No scheduling and no project management. Copilot has no appointment scheduling feature. Booking links come from Calendly or another scheduling tool, and booked meetings have no automatic connection to the Copilot client record. Leads see a Calendly page instead of a page under the agency's own domain.

There is no project management at all. No task lists, no boards, no timelines. Work tracking happens entirely outside the platform. Agencies using Copilot manage deliverables in Asana, Trello, Monday, or spreadsheets, then switch back to Copilot for client-facing interactions. The portal and the work live in separate systems.

No appointment scheduling
No booking pages
No calendar sync
No task management
No Kanban or board views
No project templates

Time tracking

Hourly work needs a way to capture billable hours and turn them into invoices. When time tracking is missing, hours slip through the cracks and invoices go out late.

Dubsado

No built-in time tracking. Dubsado does not have time tracking. If any portion of services is billed hourly, a separate app like Toggl, Clockify, or Harvest handles time logging. Hours are then manually entered into Dubsado invoices one line item at a time. For consultants, designers, and anyone who mixes project-based and hourly work, the missing feature adds 30-45 minutes of manual data transfer per week.

No time tracking feature
No timer or manual entry
No time-to-invoice connection
Requires separate app for hourly work

Copilot

No time tracking either. Copilot has no timers, no manual time entry, no billable hour tracking, and no way to generate invoices from logged hours. Every hour spent on client work goes untracked unless a separate tool handles time logging. The data from those tools does not connect to Copilot invoicing, so invoice line items are entered manually. Quick client calls, revisions, and scope clarification emails go unbilled because recording them means switching to a separate app.

No time tracking
No task-level timers
No billable hour management
No time reports

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Dubsado and Copilot handle client interactions. Plutio handles the entire workflow: intake, project management, time tracking, invoicing, and white-labeled client portals.

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Dubsado vs Copilot pricing breakdown

Running a service business on either platform costs $28-$149 per month depending on the plan tier and client count, but what you get for that money differs because each tool covers different parts of the workflow.

Dubsado Pricing (2026)

Starter: $335/year (~$28/month). Includes invoicing, forms, client portals, email templates, and calendar connection. Limited to 1 active lead capture form. No automated workflows, no scheduling, no public proposals, no Zapier integration.
Premier: $525/year (~$44/month). Adds unlimited lead capture forms, automated Flows, scheduling, public proposals, bookkeeping integration, and Zapier. Most Dubsado users land on Premier because Flows automation requires it.
Add-ons: Additional brands $10/month each. Team users: 3 included free, 4-10 users $25/month, 11-20 users $45/month.

Copilot Pricing (2026)

Starter: $39/month. Up to 50 clients. Portal, invoicing, contracts, forms, and messaging. No custom domain.
Professional: $89/month. Up to 500 clients. Adds advanced automations and integrations.
Advanced: $149/month. Unlimited clients, custom domain support, and white-label add-on option.

The real cost: what users actually pay

Neither tool handles the full workflow, so most users add supplementary apps:

Project management: Trello Free or Asana Starter ($0-$11/month)
Time tracking: Toggl Track or Clockify ($0-$9/month per user)
Scheduling (Copilot users): Calendly ($0-$10/month)
Proposals (Copilot users): PandaDoc or Qwilr ($19-$35/month)

A typical stack around Dubsado runs $55-$80/month. A typical stack around Copilot runs $70-$200/month depending on the plan tier and add-on tools. All-in-one platforms like Plutio start at $19/month for solo users with proposals, contracts, projects, time tracking, invoicing, scheduling, and white-labeled portals included from the first plan.

The verdict: Dubsado's flat pricing ($335-$525/year) costs less than Copilot ($468-$1,788/year) and includes more built-in features. But Dubsado lacks time tracking and white-labeling. Copilot's portal focus means paying $149/month just to get a custom domain, and proposals, scheduling, and project management still require separate tools.

Which tool fits your business type?

Choosing between Dubsado and Copilot comes down to a fundamental question: do you need intake automation with form customization, or a clean client portal experience?

Event-based businesses (wedding photographers, planners, florists)

Both tools started with service professionals, but Dubsado has more coverage for event workflows. Dubsado Flows handle the inquiry-to-booking sequence with conditional logic, and CSS forms let photographers match intake to their website. Copilot's portal shows invoices, messages, and files to clients, but proposals and scheduling require separate tools. For event-based businesses that need the booking flow handled automatically, Dubsado covers more steps in the intake process.

Tech-forward agencies and SaaS service providers

Agencies that want a minimal client-facing interface often look at Copilot's portal. Custom app embeds place third-party tools inside the portal view. But the lack of project management, time tracking, and proposals means the portal is a front end on top of a multi-tool stack. Dubsado's interface is more complex to learn, but it handles more intake steps natively.

International businesses

Payment processing narrows the choice. Copilot processes payments through Stripe only. Dubsado connects to Stripe, Square, and PayPal, so freelancers outside the US can accept payments through their preferred processor. If clients pay through PayPal or Square, Copilot is not an option without workarounds.

Brand-conscious creatives (designers, luxury services)

Both tools value branding, from opposite directions. Copilot's white-labeled portal looks clean, but custom domains require the $149/month Advanced plan. Dubsado's CSS form control lets designers match intake forms to a website, but the portal itself shows Dubsado branding. Neither delivers full white-labeling at an accessible price point. Platforms like Plutio offer custom domains and complete white-labeling from $19/month.

Consultants billing hourly

Neither tool fits hourly consulting work. Both lack time tracking entirely. A consultant using Dubsado tracks hours in Toggl, then manually creates invoice line items. A consultant using Copilot does the same. The hourly billing workflow is identical in both: disconnected and manual. Platforms with task-level time tracking that flows directly into invoices handle this workflow in one system.

What both tools are missing

Dubsado and Copilot cover different parts of client management. Dubsado handles intake automation, and Copilot handles portal presentation. But once the contract is signed, users of both platforms open three or four other apps to manage the actual delivery work.

Time tracking does not exist in either platform

Neither Dubsado nor Copilot has time tracking. No timers, no manual entry, no billable hour management. For service businesses that bill hourly for any portion of work, this means running Toggl, Clockify, or Harvest alongside the main platform. Hours logged in those tools do not connect to invoicing in either Dubsado or Copilot, so every invoice line item for hourly work is entered manually. A 15-minute client call, a quick revision, a scope clarification email... all go unbilled unless someone remembers to log them in a separate app. Platforms with task-level time tracking connect logged hours directly to invoices.

Project management stops at basic lists

Dubsado has task lists with due dates. Copilot has no task management at all. Neither has Kanban boards for visual workflow, Gantt charts for timeline planning, subtasks with nesting, or task dependencies that automatically shift dates when something slips. For a one-week project, basic lists are fine. For a 3-month website build or 12-month brand identity project, a separate project management tool runs alongside, and project details get copied between systems manually.

White-labeling comes with caveats in both

Copilot's white-labeling requires the Advanced plan at $149/month, and the full white-label add-on costs extra. On the Starter and Professional plans, the portal runs on a Copilot subdomain. Dubsado has no white-labeling at all. The portal shows Dubsado branding with no custom domain option. For premium agencies whose brand experience is part of the service, both platforms fall short. Platforms like Plutio include custom domains and full white-labeling from $19/month.

No connected workflow from intake to delivery

Dubsado automates intake, and Copilot presents a portal. Neither tool covers actual project delivery: the work between signing a contract and sending a final invoice. A signed contract in Dubsado does not create a project with tasks and deadlines. A paid invoice in Copilot does not trigger task assignments or time tracking. The gap between intake and delivery is filled by manual processes and separate tools.

What users do when neither tool is enough

When Dubsado or Copilot cannot handle the full workflow alone, users take one of two paths: build a multi-tool stack and accept the overhead, or switch to a platform designed for the complete client lifecycle.

The typical workaround stack

Most users end up assembling something like this:

Dubsado or Copilot for intake and client interactions ($28-$149/month)
Trello, Asana, or Monday.com for project management ($0-$25/month)
Toggl, Clockify, or Harvest for time tracking ($0-$12/month per user)
PandaDoc or Qwilr for proposals (Copilot users, $19-$35/month)
Calendly for scheduling (Copilot users, $0-$10/month)

The total: three to five subscriptions totaling $50-$230/month, three to five logins to manage, and constant manual data transfer between each tool.

The hidden cost: time spent on handoffs

The subscription cost is the visible expense. The hidden cost is the workflow friction. When a client signs a contract in Dubsado, someone has to manually create a project in Trello, set up a Toggl project for time tracking, then copy completed hours into invoice line items when billing time arrives. Each handoff takes 5-15 minutes. Across 20 clients per year, that is 30+ hours annually spent on data transfer that software should handle automatically.

The one-platform alternative

All-in-one platforms exist that handle intake, project management, time tracking, and invoicing in a single system. The trade-off is learning a new interface versus maintaining an existing multi-tool setup. For users who have invested weeks configuring Dubsado Flows or building a Copilot portal, migration means rebuilding workflows, reimporting clients, and reconfiguring templates. For users spending 2-5 hours per week on manual data transfer between apps, switching to one platform recovers that time.

What one platform looks like in practice

If you are curious: Plutio is one platform that covers the complete workflow. Client inquiries flow into proposals and contracts. Signed contracts automatically create projects with Kanban boards. Time tracking happens at the task level and flows directly into invoices. Clients access a portal on your domain, not the software vendor's. The comparison table below shows exactly where Plutio fills the gaps that Dubsado and Copilot leave open. The goal is not to push you toward Plutio specifically, but to show what a unified workflow looks like versus the multi-tool approach.

Final verdict: Dubsado vs Copilot

Dubsado and Copilot both handle client management. Dubsado automates the intake process, and Copilot presents a white-labeled client portal. The differences emerge in what each tool prioritizes and what each leaves out.

Dubsado trade-offs:

Flows builder sequences multi-step intake with conditional logic, but requires the Premier plan at $44/month and takes 1-2 weeks to configure before the first proposal goes out
CSS form customization gives control over intake forms, but requires coding knowledge and the portal still carries Dubsado branding
Connects to Stripe, Square, and PayPal for global payments, but has no time tracking at all so hourly billing requires a separate app
Includes scheduling and proposals on the Premier plan, but neither connects to project management because project management is limited to basic task lists

The cost: Setup takes 1-2 weeks instead of days. No time tracking. No white-labeling. The interface has a steeper learning curve than most users expect.

Copilot trade-offs:

The client portal is white-labeled with a clean interface, but custom domain support requires the Advanced plan at $149/month and full white-label costs extra
Contracts and invoicing handle the payment workflow, but Stripe is the only payment processor so international freelancers using PayPal or Square are locked out
The Starter plan caps clients at 50 for $39/month, so growing agencies hit the ceiling fast and jump to $89/month or $149/month
No proposals, no scheduling, no project management, and no time tracking means 3-4 additional tools running alongside the portal

The cost: The portal handles invoices, messages, and files, but proposals, scheduling, project management, and time tracking all live in separate tools. A full stack around Copilot costs $70-$200/month.

Consider switching to one platform if:

You already juggle three or more tools to run your client workflow: intake in one app, projects in another, time in a third, invoicing in a fourth
Manual data transfer between apps eats 2-5 hours of your week
Your projects need Kanban boards, timelines, or task dependencies, not just checklists
Your brand requires clients to see your domain, not your software vendor's domain, and you don't want to pay $149/month for that
You bill hourly and need time tracking that connects directly to tasks and invoices

But know that: Switching means learning a new system and migrating existing data. For most users, migration takes a focused weekend. The ongoing time savings typically recover that investment within a month.

The bottom line: Dubsado handles the intake funnel, but the work after the signed contract still requires a separate project management tool, a separate time tracker, and manual invoice entry. Copilot handles the client-facing portal, but proposals, scheduling, and project management all run through separate apps, and a custom domain costs $149/month. Both handle parts of the client workflow, but neither covers intake, projects, time tracking, and invoicing in one system. If your workflow already spans multiple tools, the comparison table below shows how all-in-one platforms like Plutio stack up against both.

Research & Sources

This comparison is based on direct hands-on testing, official documentation review, and analysis of user feedback across major review platforms. All data was verified in March 2026.

Research methodology

Each tool was evaluated through active trial accounts, official feature documentation, and analysis of 400+ user reviews across G2, Capterra, and TrustRadius. The focus was on common pain points that appeared in 1-3 star reviews, where users share honest limitations rather than promotional praise.

Platform ratings (March 2026)

Dubsado: 4.3/5 on G2 (140+ reviews), praised for Flows automation and CSS form control, criticized for learning curve, setup time, and no time tracking
Copilot: 4.8/5 on G2 (120+ reviews), praised for clean portal interface, criticized for limited features beyond the portal and client-cap pricing
Plutio: 4.6/5 on G2 (200+ reviews), praised for all-in-one coverage and white-labeling

Common user complaints (from 1-3 star reviews)

Dubsado users frequently mention: "Took weeks to set up," "No time tracking at all," "Interface is overwhelming," "Mobile experience is poor"

Copilot users frequently mention: "Too expensive for what you get," "No project management," "Client cap on Starter plan," "Limited beyond the portal"

Pricing sources (verified March 2026)

Feature verification

If you find any inaccuracies or outdated information, please let us know so we can investigate and update.

Dubsado vs Copilot vs Plutio: full feature comparison

See how all three tools compare on automation, portals, project management, time tracking, and invoicing

PRICING Collapse	Plutio 198/199	Dubsado 91/199	Copilot 39/199
Starting price	$19/month (Core plan)	$28-44/month (Starter plan, Dec 2025 pricing)	$59/month (Starter plan, $39/month annual)
Free plan	No free plan (14-day trial available)	No free plan (21-day trial)	No free plan (14-day trial available)
Trial period	14-day free trial	21-day free trial (all Premier features)	14-day free trial
PROJECT MANAGEMENT Collapse	Plutio 198/199	Dubsado 91/199	Copilot 39/199
Manage projects and tasks	Fully flexible project and task setup you can shape to your workflow	Projects with task boards	Basic task tracking only (no Gantt, no Kanban boards, no dependencies)
Project roles and permissions	Control exactly who can view or edit each part of a project	3 fixed roles (Basic, Accountant, Admin)	Client portal access controls (no granular project roles)
Multiple task boards	Unlimited boards to run parallel workflows in the same project	You cannot use task boards	Single task board with filtered views (My tasks, Team tasks, Client tasks)
Embeddable project boards	Live project boards embedded into client portals or websites	You cannot embed project views	No embeddable project boards
Sharable project boards	Read-only public links for sharing progress without risk	You can share via the client portal only	No shareable project boards
Project stages and milestones	Define custom project lifecycles for different types of work	You can use project statuses, but no milestones	No project stages or milestones
Connected proposals, contracts, and invoices	Everything related stays connected to the project automatically	Proposals, contracts, and invoices live inside projects	Contracts and invoices are separate modules (no auto-linked lifecycle)
Custom project data fields	Track, sort, filter, and report on custom project data	Basic custom fields	No custom project data fields
Kanban boards	Drag-and-drop tasks across customizable columns	Kanban view added in Dubsado 3.0 (Nov 2025)	Basic task board (no full Kanban columns or drag-and-drop)
Table view	Bulk-edit tasks like a spreadsheet	Table view is the default task display in Dubsado 3.0	No table view for tasks
List view	Clean task lists with clear hierarchy	You can manage tasks in simple lists	Basic task list within projects
Calendar view	See tasks and deadlines on a calendar	You can see deadlines and appointments on a calendar	No calendar view for tasks
Gantt view	Plan work visually with task order and dependencies	You cannot view work on a gantt chart	No Gantt chart view
Subtasks	Break work down into multiple nested levels	You cannot split tasks into subtasks	No subtasks supported
Email to task	Turn emails into tasks without manual copying	You cannot create tasks from emails	No email-to-task conversion
Task comments	Keep discussions tied directly to each task	You cannot comment on tasks	Task-level comments with activity feed
Task attachments	Store files directly on the task they belong to	You can upload files, but not attach them to tasks	Task-level attachments (upload, drag-and-drop, paper clip)
Task priorities	Define priority levels that fit your workflow	You cannot set task priorities	No task priority levels
Task labels & color coding	Use unlimited labels to visually organize tasks	You cannot label or color-code tasks	No task labels or color coding
Multiple task assignees	Assign tasks to one or multiple teammates	You cannot assign tasks to multiple people	No multiple task assignees
Task templates	Reuse task-level structures across projects	You can reuse workflows and form templates	No task templates
Task permissions	Control access at the individual task level	You cannot set permissions per task	No task-level permissions
Task dependencies	Prevent work from starting out of order	You cannot link tasks together	No task dependencies
Recurring tasks	Automate repeating work with flexible schedules	You cannot create recurring tasks	No recurring tasks
Custom task data fields	Add task-level fields for tracking custom details	Basic custom fields	No custom task data fields
TIME TRACKING Collapse	Plutio 198/199	Dubsado 91/199	Copilot 39/199
Time tracking system	Easily track time using timers or manual entries	Built-in time tracker (Premier plan only, enhanced in 3.0)	No time tracking feature
Task-level tracking	Log time directly against tasks and subtasks	Time tracker available (Premier plan)	No task-level time tracking
Project-level tracking	See time spent per project and per client	Time tracked per project (Premier plan)	No project-level time tracking
Billable time tracking	Clearly separate billable and non-billable time	Billable hours logged to invoices (Premier plan)	No billable time tracking
Billable time invoicing	Turn tracked time into invoices without extra steps	Tracked time can be added to invoices (Premier plan)	No billable time invoicing
Timesheet reports	View detailed time reports by task, project, or client	Basic time logs (Premier plan)	No timesheet reports
Team timesheets	See how each team member tracks their time	You cannot see team time reports	No team timesheets
PROPOSALS Collapse	Plutio 198/199	Dubsado 91/199	Copilot 39/199
Create and send proposals	Create proposals clients can review, approve, and sign in one flow	Proposals with pricing tables	No proposal feature
Drag-and-drop proposal builder	Create custom, branded proposals without layout limits or code	You can build proposals using drag-and-drop forms	No proposal feature
Reusable proposal templates	Reuse proven proposal layouts across clients	You can use proposal templates	No proposal feature
Real-time proposal analytics	See exactly when proposals are opened and reviewed	You cannot see proposal view analytics	No proposal feature
Live messenger on proposals	Answer questions directly while clients review proposals	You cannot chat inside proposals	No proposal feature
Proposal flow automation	Move from proposal to contract, invoice, or booking automatically	You can add proposal items like services or products	No proposal feature
Convert proposal to invoice	Create invoices directly from approved proposals	Accepted proposals create invoices	No proposal feature
Packages and add-ons	Offer upsells and add-ons directly inside proposals	You can offer packages and add-ons	No proposal feature
Interactive pricing tables	Let clients choose options before approving	Pricing updates based on selections	No proposal feature
Dynamic data and variables	Auto-fill proposal content with client and project data	You can use smart fields	No proposal feature
Expiration dates	Automatically expire proposals after a set date	You cannot set proposal expiry dates	No proposal feature
PDF Export	Download as branded PDFs	You can download proposal PDFs	Export documents from the portal (not proposal-specific)
Reusable content blocks	Create reusable proposal sections you can reuse on demand	You can reuse form sections	No proposal feature
Legally binding e-signatures	Collect secure electronic signatures on proposals	Clients can sign documents online	E-signatures on contracts
Custom proposal data fields	Create custom proposal data you can sort, filter, and report on	Basic custom fields	No proposal feature
CONTRACTS Collapse	Plutio 198/199	Dubsado 91/199	Copilot 39/199
Create and sign contracts	Create, send, and sign contracts in one continuous flow	Contract creation with automation	Contracts with e-signatures included
Drag-and-drop contract builder	Create fully custom contracts with flexible layouts, no code or formatting limits	You can build contracts using form blocks	Template-based contract editor (no drag-and-drop)
Legally binding e-signatures	Collect secure signatures with audit trails and signer verification	Contracts support legal e-signatures	E-signatures with legal validity on contracts
Multi-signature / signees	Collect signatures from multiple people on the same contract	You can collect multiple signatures, setup is limited	Multi-party signing with completion notifications
Reusable contract templates	Reuse contract structures to create new agreements faster	You can use contract templates	Reusable contract templates available
Auto-reminders automation	Automatically follow up until contracts are signed	Reminders send automatically	Basic reminders for pending actions
Dynamic data/variables	Auto-fill contract content with client and project data	You can use smart fields in contracts	Basic merge fields for client data
Contract automation triggers	Trigger automated workflows the moment a contract is signed	Contracts trigger workflows	Basic workflow triggers on contract events
View notifications	See when contracts are opened and reviewed	You receive signing notifications	Notifications when contracts are viewed or signed
PDF download with signature certificate	Download signed contracts with official proof of signature	You can download signed PDFs	Download signed contracts (no signature certificate documented)
Custom signer data fields	Collect structured signer information during signing	You cannot customize signer fields	Standard signer fields (name and email)
Custom contract data fields	Create custom contract data you can sort, filter, and report on	Basic custom fields	Variable input fields in contracts
INVOICES & PAYMENTS Collapse	Plutio 198/199	Dubsado 91/199	Copilot 39/199
Create invoices and get paid	Send invoices and collect payments in one connected flow	Invoices with payment plans	Invoicing with Stripe integration (one-time and recurring)
Fully branded invoices	Match invoices to your brand with custom logos, colors, and layout	You can brand invoices	White-label branded invoices on higher plans
Drag and drop invoice builder	Create custom invoice layouts visually without formatting limits	Requires manual setup	Template-based invoice editor (not drag-and-drop)
Customizable line items	Edit pricing, quantities, descriptions, and structure freely	You can edit line items	Customizable line items on invoices
Item or invoice discounts	Apply discounts at the item or full invoice level	You can apply discounts	Basic discount support
Customizable taxes	Create tax rules that match your location and use case	You can set tax rates	Basic tax configuration
ACH payments	Accept bank transfers for lower-fee payments	You can accept bank payments	ACH payments supported (including instant ACH via Plaid)
Stripe integration	Accept credit and debit cards instantly	You can accept payments via Stripe	Full Stripe integration for payment processing
Square integration	Collect in-person payments when needed	You cannot accept payments via Square	No Square integration
PayPal integration	Let clients pay using PayPal	You cannot accept payments via PayPal	No PayPal integration (Stripe only)
Flexible partial payments	Collect deposits and split payments across milestones	You can accept partial payments	Deposit requests available
Payment plans	Break invoices into scheduled installments	You can split invoices into payments	Recurring invoicing supported
Automated recurring invoices	Automatically send invoices on a recurring schedule	You can schedule invoices, not subscriptions	Recurring invoices with Stripe subscriptions
Subscription management	Manage ongoing client subscriptions and billing	You cannot manage subscriptions	Subscription billing via Stripe
Automated payment reminders	Follow up automatically until invoices are paid	Payment reminders send automatically	Automated payment reminders included
Reusable invoice templates	Reuse invoice layouts without rebuilding each time	You can reuse invoice templates	Basic invoice templates
Multiple currency support	Bill clients globally in their local currency	You can use one account currency	Currency support via Stripe (limited to Stripe-supported currencies)
Invoice automation triggers	Trigger automated workflows when invoices are sent or paid	Contracts trigger workflows	Basic automation triggers on invoice events
View notifications	See when invoices are opened and paid	You receive signing notifications	Notifications when invoices are viewed or paid
Built-in expense tracking	Track project-related costs alongside invoices	You cannot track expenses	No expense tracking
Invoice deposits	Collect upfront payments before work starts	You can request deposits	Deposit requests available
Auto-invoice billable time	Turn tracked time into invoices automatically	There is no time to convert	No time tracking to invoice
Custom invoice data fields	Create custom invoice data you can sort, filter, and report on	Basic custom fields	No custom invoice data fields
INBOX Collapse	Plutio 198/199	Dubsado 91/199	Copilot 39/199
Centralized unified inbox	Manage email, chat, and messages from one shared inbox	Messages and emails live in one place	Client messaging within the portal (not a unified inbox)
Full email integration	Connect and manage all your email accounts in one place	You can sync your email	Reply via email to portal messages (no full email sync)
Embeddable live chat	Add real-time chat to your website and client portals	You cannot add live chat to your site	No embeddable live chat
Instant direct messages	Message teammates privately without leaving your workspace	You cannot DM teammates	No team direct messaging (client messaging only)
Contextual project conversations	Keep conversations tied directly to the project they belong to	Messages are tied to projects	Client messages tied to the portal context
Team channels	Create shared spaces for team-wide discussions	You cannot create team channels	No team channels
Customized channels	Organize channels by team, topic, or workflow	Channels are not supported	No channel system
@mentions	Notify teammates instantly inside conversations	You cannot mention teammates	No @mentions
Message read receipts	See when messages are read	You can see when clients read messages	No read receipts
File sharing in chat	Share files directly inside conversations	You can share files in messages	File sharing within the client portal
Shared email inbox	Collaborate on incoming emails as a team	Team email is not shared	No shared email inbox
Inbox mobile app	Access and respond to messages on mobile	Mobile inbox available	Mobile-responsive portal (no native mobile app)
Email reply to inbox	Reply from your email client and keep conversations synced	Email replies sync to conversations	Reply via email to messaging notifications
FILES Collapse	Plutio 198/199	Dubsado 91/199	Copilot 39/199
Store and manage files	Keep all client and project files in one organized place	Files are stored per project only	File sharing and storage within the client portal
Advanced folder organization	Organize files by project, client, or structure you choose	Requires manual setup	Basic file organization within the portal
Folder permissions	Control who can view or edit folders	Requires manual setup	Client portal access controls for files
People folders	Group files by person when needed	Requires manual setup	No person-based file organization
Project folders	Keep files scoped to each project	Requires manual setup	Files organized within client portal sections
In-app previews	Preview files instantly without downloading	Requires manual setup	Basic file previews in the portal
Custom file data fields	Capture file metadata you can sort and filter	You can add custom fields to forms and records	No custom file metadata fields
Built-in documents	Create and edit documents directly inside Plutio	Requires manual setup	No built-in document editor
Comments on files and docs	Leave comments directly on files and documents	Requires manual setup	No file commenting system
Bulk file actions	Move, tag, or manage many files at once	Requires manual setup	No bulk file operations
Files search & filter	Find files quickly using search and filters	Requires manual setup	Basic file search within the portal
External cloud sync	Sync files with Google Drive or Dropbox	Requires manual setup	No native cloud storage sync
Secure sharing controls	Restrict access with permissions or passwords	Requires manual setup	Portal-based access controls for file sharing
File sharing links	Share files externally with controlled access	Requires manual setup	Files shared via client portal access
SCHEDULING Collapse	Plutio 198/199	Dubsado 91/199	Copilot 39/199
Schedule meetings	Let clients book meetings directly without back-and-forth emails	Custom scheduler with workflows	Limited scheduling via Calendly embed (not native)
Branded booking page	Build a fully branded, customizable booking system using a drag-and-drop editor	Branding options are limited	No native booking page (relies on Calendly embed)
Advanced availability management	Define flexible availability rules applied automatically to bookings	You can control availability	No native availability management
Automatic buffer times	Add buffer time automatically between meetings	You can add buffer times	No native buffer times (relies on Calendly)
Multiple meeting types	Create unlimited booking types with different rules and setups	You can offer multiple appointment types	No native meeting types (relies on Calendly)
Calendar sync (Google/Outlook)	Two-way calendar sync that stays up to date automatically	Requires manual setup	No native calendar sync (relies on Calendly embed)
Customizable booking confirmations	Fully customizable confirmation pages with no layout or branding limits	Confirmation customization is limited	No native booking confirmations
Redirect after booking	Send bookers anywhere after scheduling, not just a fixed thank-you page	You cannot redirect after booking	No native booking redirects
Booking automation triggers	Trigger automated workflows the moment a meeting is booked	Contracts trigger workflows	Basic workflow triggers available
Smart meeting reminders	Send automatic reminders without manual follow-ups	Meeting reminders send automatically	No native meeting reminders
Automatic timezone detection	Handle timezones automatically without manual adjustments	Timezones adjust automatically	Portal handles timezones (no booking-specific detection)
Paid appointments (Stripe/PayPal)	Collect payments during booking without extra steps	Requires manual setup	No paid appointment scheduling
Custom booking forms	Build booking forms with full control over questions and layout	Booking forms are fixed	No native booking forms
Minimum notice / daily booking limits	Set booking limits to control lead time and daily volume	You can set booking limits	No native booking limits
Rescheduling and cancellation controls	Define flexible rules for rescheduling and cancellations	Clients can reschedule or cancel	No native scheduling controls
AUTOMATION Collapse	Plutio 198/199	Dubsado 91/199	Copilot 39/199
Automated workflows builder	Build advanced workflows visually without code or rigid templates	Visual node-based Flows builder	Basic workflow automations (triggers and actions)
Trigger-based workflows	Start workflows from real events across projects, clients, and payments	You can automate automation actions with workflows	Basic event triggers for automations
Schedule-based workflows	Run workflows on schedules you control, not fixed intervals	Workflows cannot repeat on a schedule	No schedule-based workflows
Multi-step workflows	Chain multiple actions into one continuous automation	Workflows can include multiple steps	Basic multi-step automations
True/False branching	Create conditional paths instead of one-size-fits-all flows	Branching exists, but is limited	No conditional branching
Delay-based actions	Add precise timing between steps, down to minutes or days	You can delay workflow steps	No delay-based automation actions
Create & update records	Create, update, or move records automatically across the system	Creation actions are limited	Basic record creation via automations
Move & duplicate records	Reorganize work automatically without manual cleanup	Items cannot be duplicated automatically	No auto-move or duplicate rules
Delete & archive records	Automatically archive or remove records based on rules	Items cannot be deleted automatically	No auto-delete or archive rules
API calls (webhooks)	Trigger or receive real-time events from external systems	You cannot use APIs or webhooks	API access and Zapier integration available
Send emails	Send automated emails tied to real workflow events	Workflows can send emails	Basic email notifications from automations
Post comments	Add notes or comments automatically where work happens	You cannot post comments via automation	No automated comment posting
Complete automation logs	See exactly what ran, when, and why	You cannot view automation logs	No automation activity logs
Auto-fill data/variables	Pass data between steps dynamically without manual mapping	You can use smart fields	Basic merge fields for client data
Cross-entity connections	Run workflows that span projects, tasks, proposals, invoices, and more	Forms, payments, and bookings trigger workflows	Limited cross-entity automation scope
FORMS Collapse	Plutio 198/199	Dubsado 91/199	Copilot 39/199
Create branded forms	Build fully branded forms that match your workflow and client experience	Branded forms with smart fields	Forms and intake (no native conditional logic)
Drag-and-drop form builder	Design forms visually with full layout control, no code required	You can build contracts using form blocks	Form builder with field configuration (not full drag-and-drop)
Reusable form templates	Reuse form structures without rebuilding from scratch	You can reuse form templates	Basic form templates available
Custom form data fields	Collect structured data you can sort, filter, and report on	You can add custom fields to forms and records	Custom fields on forms with multiple field types
Smart conditional logic	Show or hide fields based on responses, not static forms	Fields can change based on answers	No native conditional logic (available via Typeform/Jotform embeds)
Instant email notifications	Get notified immediately when forms are submitted	You can email on submission	Email notifications on form submission
Form automation triggers	Trigger automated workflows when a form is submitted	Contracts trigger workflows	Form submissions can trigger basic automations
Embed forms	Embed forms anywhere without layout restrictions	You can embed forms	Embeddable forms on websites
Advanced field preferences	Control required, hidden, and default field behavior	Field behavior is limited	Basic field settings (required/optional)
Comprehensive field types	Collect text, files, dates, selections, and more	Field types are limited	5 question types: short text, long text, single select, multi select, file upload
Form signature field	Collect legally binding signatures directly inside forms	Forms can include signatures	E-signatures via contract documents (not form fields)
File upload fields	Accept file uploads as part of form submissions	Clients can upload files	File upload fields on forms
Redirect after submission	Send submitters to a custom next step, not a fixed thank-you page	You cannot redirect after submit	Basic confirmation page (limited redirect options)
CRM Collapse	Plutio 198/199	Dubsado 91/199	Copilot 39/199
Manage clients and leads	Manage contacts and companies in one connected system	CRM with auto-created client records	Basic client management within the portal (no pipeline or deals)
Full company management	Track organizations, not just individual contacts	Companies exist, contacts come first	Client and company management with company-level channels
Custom contact data fields	Collect and manage structured contact data you define	You can add CRM fields	Custom fields with visibility rules and client-editable options
Complete activity timeline	See every interaction with a client in one place	You can see full activity history	Basic client interaction history
Contacts labeling and grouping	Organize contacts flexibly without rigid pipelines	You can tag and segment contacts	Tag-based custom fields for client segmentation
WIKI Collapse	Plutio 198/199	Dubsado 91/199	Copilot 39/199
Comprehensive knowledge base	Create an internal wiki for processes, docs, and guides	You cannot create an internal wiki	Client-facing helpdesk and knowledge base
Beautiful rich text pages	Write structured, formatted content without complexity	Not supported	Rich text articles with images and embeds
Unlimited nested pages	Build deep knowledge hierarchies without limits	Not supported	No nested page structure
Granular page permissions	Control exactly who can view or edit each page	Not supported	Tag-based article visibility rules
DASHBOARDS Collapse	Plutio 198/199	Dubsado 91/199	Copilot 39/199
Custom dashboards and pages	Build dashboards around what matters to you, not fixed metrics	Dubsado has a home page, not custom dashboards	Fixed dashboard overview (not customizable)
Drag-and-drop dashboard builder	Design dashboards visually with full layout control	Included	No drag-and-drop dashboard builder
Charts widget	Visualize data with customizable charts	Requires manual setup	Basic analytics overview
Metrics widget	Track key numbers without manual reporting	Included	Basic business metrics displayed
Goals widget	Monitor progress toward defined goals	Not supported	No goals widget
Notes widget	Add contextual notes directly to dashboards	Not supported	No notes widget on dashboard
Calendar widget	View upcoming events alongside work and metrics	Included	Basic calendar overview
Financial widgets	Track revenue and expenses in the same view	Included	Basic revenue and invoice tracking
BRANDING Collapse	Plutio 198/199	Dubsado 91/199	Copilot 39/199
White-label and branding	Run the entire platform under your brand	Dubsado branding, not white-label	Full white-label with custom domain on higher plans
Custom interface theme	Apply your brand colors across the system	Color themes on Deliver+ (no Free plan theme customization)	Brand colors on client portal (higher plans)
Stylesheet customization	Fine-tune styling beyond basic theming	You cannot apply custom CSS	No custom CSS
Custom login/signup pages	Use branded authentication pages instead of generic screens	Login pages cannot be customized	Branded portal login page
Email branding	Send all system emails with your branding	You can brand outgoing emails	Basic email branding
Custom brand fonts	Use your own fonts throughout the platform	You cannot use custom fonts	Font picker with dozens of preset fonts (not custom uploads)
Custom brand logos	Replace all platform logos with your own	You can add your logo	Custom logos on portal and documents
Custom domain name	Run everything on your own domain	Not supported	Custom domain supported on higher plans
Custom email SMTP	Send emails from your own email infrastructure	Not supported	Custom email domain (noreply@yourdomain.com) on Professional+ (not full SMTP)
Full workspace embedding	Embed Plutio directly into your website or product	Not supported	Embeddable client portal
CUSTOMIZATION Collapse	Plutio 198/199	Dubsado 91/199	Copilot 39/199
Flexible workspace setup	Shape the platform to match how your business works	Dubsado has fixed workspace	Configurable portal modules
Main menu editor	Add, remove, or reorder navigation items freely	You cannot customize navigation	Toggleable portal modules (not full menu editor)
User-based menus	Show different navigation for different roles	Menus are the same for all users	App Visibility settings control which apps each client sees (Professional+)
Custom user roles	Create role types beyond preset permissions	You cannot define custom roles	Basic client and admin roles
Advanced user permissions	Control access at a granular level	Permissions are not configurable	Portal-level access controls
SSO / OAuth	Support enterprise-grade single sign-on	You cannot use SSO	Google SSO for internal users and clients (all plans, not traditional SAML SSO)
INTEGRATIONS Collapse	Plutio 198/199	Dubsado 91/199	Copilot 39/199
Connect with other tools	Integrate with external systems without lock-in	Zapier only	API on all plans; Zapier/Make on Professional+ only
Zapier integration	Connect to thousands of apps without custom code	You can connect Dubsado to Zapier	Zapier integration (Professional+ only, not on Starter)
Make.com integration	Build advanced automation scenarios visually	You cannot connect via Make	Make.com integration (Professional+ only, not on Starter)
Pabbly Connect	Connect services without usage-based limits	You cannot connect via Pabbly	Pabbly Connect integration available
Full REST API access	Build custom integrations with full system access	You cannot access an API	Public API available for custom integrations
Incoming & outgoing webhooks	Send and receive real-time events	You cannot use webhooks	Outgoing webhooks available via API
PLATFORM Collapse	Plutio 198/199	Dubsado 91/199	Copilot 39/199
Mobile apps	Access your business from native mobile apps	iOS and Android with Tap to Pay	Mobile-responsive portal (no native mobile apps)
iOS app	Full-featured iPhone app	You can use Dubsado on iOS	No native iOS app
Android app	Full-featured Android app	You can use Dubsado on Android	No native Android app
Mac desktop app	Native macOS app for desktop workflows	There is no desktop app	No Mac desktop app
Windows desktop app	Native Windows app for desktop workflows	There is no desktop app	No Windows desktop app

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Dubsado vs Copilot FAQ

Is Dubsado or Copilot better for freelancers?

Dubsado covers more of the freelancer workflow: proposals, contracts, invoicing, forms, and intake automation through Flows. Copilot focuses on the client portal experience with invoicing and contracts. Dubsado handles the intake funnel natively, while Copilot users need separate tools for proposals, scheduling, and project management.

Does Copilot have workflow automation like Dubsado Flows?

No. Copilot has basic automation triggers for form submissions and invoice payments, but there is no visual workflow builder comparable to Dubsado's Flows. Multi-step sequences with conditional logic and wait conditions are not available in Copilot.

Which is easier to learn, Dubsado or Copilot?

Copilot has fewer settings to configure, and most users get started within a day. Dubsado has more features and customization options, which means more settings to learn. Most Dubsado users spend 1-2 weeks setting up Flows and forms before sending their first proposal.

Can I white-label Dubsado or Copilot?

Dubsado has no white-labeling option. The portal shows Dubsado branding with no custom domain. Copilot supports white-labeling, but custom domain requires the Advanced plan at $149/month, and the full white-label add-on costs extra. If full white-labeling at an accessible price matters, platforms like Plutio offer custom domains from $19/month.

How much does Dubsado cost vs Copilot?

Dubsado Starter costs $335/year (~$28/month). Dubsado Premier costs $525/year (~$44/month). Copilot Starter costs $39/month for up to 50 clients. Copilot Professional costs $89/month for up to 500 clients. Copilot Advanced costs $149/month for unlimited clients with custom domain. Dubsado's flat pricing includes automation, proposals, and scheduling. Copilot charges more per month and requires add-on tools for proposals and scheduling.

Does Dubsado or Copilot have time tracking?

Neither has time tracking. Both platforms require a separate app like Toggl, Clockify, or Harvest for logging billable hours. Time data from those apps does not connect to invoicing in either Dubsado or Copilot, so invoice line items for hourly work are entered manually.

Do Dubsado and Copilot have project management?

Dubsado has basic task lists with due dates and assignments, but no Kanban boards, Gantt charts, subtasks, or dependencies. Copilot has no project management at all. For complex projects, most users run Trello, Asana, or Monday.com alongside either platform, or switch to all-in-one platforms like Plutio that include real project management.

Which has better form customization?

Dubsado has CSS-level form customization with custom fonts, exact spacing, and embedded HTML elements. Copilot has standard form fields with conditional logic but no CSS control. Dubsado's form customization requires CSS knowledge and more setup time. Copilot's forms work without coding but have less visual control.

Can I accept PayPal payments with Dubsado or Copilot?

Dubsado connects to Stripe, Square, and PayPal for payment processing. Copilot processes payments through Stripe only. International freelancers who need PayPal or Square for client payments have no alternative within Copilot.

What if neither Dubsado nor Copilot fits my workflow?

If you need more than intake automation or a client portal, look at all-in-one platforms that handle the complete client lifecycle. Key features to look for: visual project management (Kanban, Gantt), task-level time tracking connected to invoicing, custom domains for client portals, and true white-labeling. Plutio is one example that covers all of these. The comparison table on this page shows how each tool stacks up.

Does Copilot have proposals?

No. Copilot has contracts with e-signatures, but there is no proposal builder, no interactive pricing tables, and no way to send proposals through the platform. Proposals are created in separate tools like PandaDoc or Google Docs. Dubsado includes proposals with scope, pricing, and e-signatures on the Premier plan.

Can I migrate from Dubsado to Copilot or vice versa?

Yes, but it requires manual work. Neither tool has a direct import from the other. You'll need to export client lists as CSV and import them, then rebuild workflows. Active contracts and invoices may need to be recreated. Budget 1-2 weeks for migration and testing, especially for Dubsado users who have configured complex Flows.

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