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HoneyBook vs Dubsado: Complete Comparison (2026)

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

Both handle client intake: proposals, contracts, payments, all in one flow. But once the contract is signed, most users end up managing projects and keeping clients updated through other apps... because neither has visual project management, time tracking that converts to invoicing, a fully branded client portal, or any of the other necessary features to truly run an entire workflow from one place.

HoneyBook handles booking through Smart Files where clients sign, pay, and book in one document, but project management is just a flat checklist with no visual views, there's no time tracking, and client-facing documents show HoneyBook's branding.

Dubsado handles intake through Flows with customizable onboarding sequences, but there's no time tracking, no visual project management, and no branded client portal where clients can see progress.

Plutio handles intake, then connects it to the rest of the workflow. Proposals auto-create projects with task templates, tracked time feeds directly into invoices, and clients log into a branded portal to check progress on their own. Skip the comparison and try Plutio free.

Last updated January 2026

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Quick comparison (TLDR)

HoneyBook handles booking through Smart Files where clients sign and pay in one document. Setup takes a day or two using templates, but it focuses almost entirely on the lead and booking stage. Once the project starts, you're left with basic task checklists and no way for clients to track progress.

Dubsado focuses on intake through Flows and has CSS-level form control. Dubsado works internationally since you can connect your own Stripe or PayPal. However, it takes weeks to set up properly instead of days, there's no time tracking, and the interface is much busier than most users need.

Key differences at a glance

  • Getting started: HoneyBook setup takes 1-2 days using templates. Dubsado usually takes 1-2 weeks of configuration before you can send your first proposal.
  • Client intake: HoneyBook uses Smart Files for a single, scrollable booking flow. Dubsado uses Flows for multi-step automations with CSS styling.
  • Project management: Both tools stop after the booking. Clients get basic checklists, but neither has Kanban boards, Gantt timelines, or project-specific client portals.
  • Tracking time: HoneyBook includes a basic stopwatch and manual time entry. Dubsado has no way to track billable hours, so you'll need a third-party app for invoicing.
  • Branding: Dubsado lets you remove their logos and use custom CSS. HoneyBook documents have fixed branding, so your clients will see "HoneyBook" on every invoice.
  • Payments: HoneyBook requires a US or Canadian bank account. Dubsado allows international businesses to connect Stripe, Square, or PayPal.

The verdict? HoneyBook sets up faster, but shows their branding on every client document and has no real project management. Dubsado has CSS form control, but takes weeks to configure and has no time tracking. If you need one app that handles both the booking and the actual project work plus white-labeled client portals, Plutio covers everything for $19/month.

Tired of stitching tools together?

One branded platform. Intake to invoice.

Proposals, contracts, Kanban boards, time tracking, invoicing, and white-labeled client portals. All connected for $19/month.

No credit card required

Plutio - Your entire business, one login away

User experience and setup

You sign up for a new platform. How long until you're actually booking clients? Some tools get you running in a day, while others take weeks of configuration.

HoneyBook

Template-based setup with limited customization. HoneyBook setup takes a day or two. The dashboard shows leads, follow-ups, and payments in a single view. Smart Files use templates that handle proposals, contracts, and invoicing without much configuration, but you'll run into walls when you need to change how those documents actually look or behave.


  • Setup takes 1-2 days using templates
  • Dashboard shows pipeline
  • Mobile app available
  • Basic document creation
  • Limited customization options

VS

Dubsado

CSS-level form control, but weeks of setup. Dubsado exposes CSS-level form settings, including the ability to style forms with custom code. But that control comes with a much busier interface and a setup process that usually takes weeks instead of days. You will need to map out every trigger and action in the Flows builder before you can send your first proposal. Expect a steeper learning curve while you figure out where everything is.


  • CSS form styling
  • Workflow builder for intake
  • Works internationally (Stripe/PayPal)
  • Steeper learning curve
  • Limited mobile experience
  • Setup usually takes 1-2 weeks
  • Busier interface

Booking and automation

A lead fills out your contact form. What happens next? Manual follow-up or automated sequences that book clients while you sleep?

HoneyBook

Smart Files combine steps, but automation stops after payment. HoneyBook uses Smart Files to combine proposals, contracts, and payments into one scrollable document. Clients sign and pay from one document. HoneyBook sends questionnaires or booking files automatically based on inquiries, but the automation stops once the client has paid. There is no way to trigger project-delivery tasks after the booking.


  • One document for proposals, contracts, and payments
  • Automation for new inquiries
  • Mobile booking available
  • No project-delivery automation
  • Limited to lead and booking stages

VS

Dubsado

Flows builder sequences intake, but nothing after. Dubsado uses a Flows builder to sequence client intake steps. You can set up logic that waits for a contract to be signed before it sends a questionnaire. Flows can handle multi-step intake sequences, but like HoneyBook, the automation is focused on getting the client through the door. Once they are booked, you will still be manually managing the work delivery in separate apps.


  • Multi-step automation builder
  • Unlimited workflow steps for intake
  • Waiting triggers for client actions
  • No project management automation
  • No time tracking integration

Forms and customization

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

HoneyBook

Branded templates with fixed layouts. HoneyBook patterns let you add your logo and choose brand colors. The layouts are pre-built and basic. You are working within their template structure. If you want a form that looks exactly like your website with custom fonts, specific spacing, or unique layouts, HoneyBook customization will not get you there.


  • Logo and brand colors
  • Pre-built template designs
  • Mobile-responsive forms
  • No CSS customization
  • Fixed template layouts
  • Limited font options

VS

Dubsado

CSS form control, but requires coding knowledge. Dubsado forms support CSS customization. Designers who know CSS can style forms with custom fonts, exact spacing, and unique layouts. But CSS knowledge is required, setup takes longer, and the customization only applies to forms, not the full client portal experience.


  • CSS form customization
  • Custom fonts and typography
  • CSS-level branding control
  • Embedded HTML elements
  • Requires CSS knowledge
  • More setup time

Time tracking

Hourly work needs time tracking. If you bill by the hour for any part of your services, you need a way to capture that time and turn it into invoices.

HoneyBook

Basic stopwatch for manually logging hours. HoneyBook added time tracking with a stopwatch on mobile and manual entry on desktop. You can log hours against projects and generate invoices from time logs. However, tracking is at the project level only, not at the task level. You cannot see which specific tasks consumed your hours or set different rates for different work types. (For comparison, Plutio tracks time at the task level and flows directly into invoices.)


  • Manual time entry on desktop
  • Stopwatch on mobile app
  • Invoice from time logs
  • Project-level only (no task tracking)
  • No rate customization per task
  • No time reports by category

VS

Dubsado

No built-in time tracking. Dubsado does not have time tracking. If you bill hourly for any services, you will need a separate app like Toggl or Clockify and manually transfer those hours to invoices. The missing feature affects consultants, designers, and anyone who mixes project-based and hourly work.


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

Project management

The client signed. Now you have weeks or months of actual work. Can you manage it all in one place?

HoneyBook

Flat checklists for basic task tracking. HoneyBook gives you task checklists with due dates. You can assign tasks to team members and mark them complete. But there are no Kanban boards for visual workflow, no Gantt timelines, no subtasks, and no task dependencies. When projects get complex, most users open Trello or Asana alongside, or switch to complete platforms like Plutio that include real project management.


  • Task lists with due dates
  • Team task assignments
  • No Kanban boards
  • No Gantt charts
  • No subtasks
  • No task dependencies

VS

Dubsado

Simple to-do lists tied to projects. Dubsado has similar project management limitations. You get task lists and to-dos tied to projects. Tasks can have due dates and be assigned. But like HoneyBook, there are no visual project views like Kanban or Gantt, and no dependencies. Multi-month projects require a separate project management tool.


  • Task lists with due dates
  • To-do assignments
  • No Kanban boards
  • No Gantt charts
  • No subtasks
  • No task dependencies

Client portal and branding

When clients log in to check their project status, pay invoices, or download files, whose brand do they see? Yours or your software vendor's?

HoneyBook

Portal shows HoneyBook's brand, not yours. HoneyBook portals let clients see milestones, tasks, and files. But the portal branding stays fixed. There is no custom domain option, so clients see honeybook.com URLs instead of yours. For some businesses this is fine, but for premium agencies and consultants, it undercuts the brand experience. (Some platforms like Plutio let you use your own domain with full white-labeling.)


  • Project milestones visible
  • Client-facing tasks
  • File and invoice access
  • No custom domain
  • HoneyBook branding visible
  • No white-labeling option

VS

Dubsado

Limited domain customization for portals. Dubsado portals show documents, forms, and invoices. There are some subdomain options, but white-labeling is incomplete. The portal still shows Dubsado elements. While CSS helps with branding on forms, it does not extend to the full portal experience.


  • Document and form access
  • Invoice and payment history
  • Some subdomain options
  • Limited white-labeling
  • Portal shows Dubsado elements
  • No custom domain for portal

Skip the comparison?

Get booking, projects, and billing in one app

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

No credit card required

Plutio - Your entire business, one login away

HoneyBook vs Dubsado vs Plutio: full feature comparison

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

PRICING

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Plutio

198/199

HoneyBook

83/199

Dubsado

91/199

Starting price

$19/month (Core plan)

$36/month (Starter, $29/month annual)

$28-44/month (Starter plan, Dec 2025 pricing)

Free plan

No free plan (14-day trial available)

No free plan (7-day trial)

No free plan (21-day trial)

Trial period

14-day free trial

7-day trial + 60-day money-back guarantee

21-day free trial (all Premier features)

PROJECT MANAGEMENT

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Plutio

198/199

HoneyBook

83/199

Dubsado

91/199

Manage projects and tasks

Fully flexible project and task setup you can shape to your workflow

Projects with task lists and pipeline

Projects with task boards

Project roles and permissions

Control exactly who can view or edit each part of a project

5 team roles with project access control

3 fixed roles (Basic, Accountant, Admin)

Multiple task boards

Unlimited boards to run parallel workflows in the same project

You cannot use task boards

You cannot use task boards

Embeddable project boards

Live project boards embedded into client portals or websites

You cannot embed project views

You cannot embed project views

Sharable project boards

Read-only public links for sharing progress without risk

You can share projects via the client portal only

You can share via the client portal only

Project stages and milestones

Define custom project lifecycles for different types of work

You can use pipeline stages, but they are predefined

You can use project statuses, but no milestones

Connected proposals, contracts, and invoices

Everything related stays connected to the project automatically

Integrated via Smart Files

Proposals, contracts, and invoices live inside projects

Custom project data fields

Track, sort, filter, and report on custom project data

Basic custom fields

Basic custom fields

Kanban boards

Drag-and-drop tasks across customizable columns

You cannot view tasks in a kanban board

Kanban view added in Dubsado 3.0 (Nov 2025)

Table view

Bulk-edit tasks like a spreadsheet

You cannot view tasks in a table

Table view is the default task display in Dubsado 3.0

List view

Clean task lists with clear hierarchy

You can view projects in a list

You can manage tasks in simple lists

Calendar view

See tasks and deadlines on a calendar

You can see bookings on a calendar

You can see deadlines and appointments on a calendar

Gantt view

Plan work visually with task order and dependencies

You cannot view work on a gantt chart

You cannot view work on a gantt chart

Subtasks

Break work down into multiple nested levels

You cannot split tasks into subtasks

You cannot split tasks into subtasks

Email to task

Turn emails into tasks without manual copying

Not supported (email sync only)

You cannot create tasks from emails

Task comments

Keep discussions tied directly to each task

You cannot comment on tasks

You cannot comment on tasks

Task attachments

Store files directly on the task they belong to

You can share files, but not attach them to tasks

You can upload files, but not attach them to tasks

Task priorities

Define priority levels that fit your workflow

You cannot set task priorities

You cannot set task priorities

Task labels & color coding

Use unlimited labels to visually organize tasks

You cannot label or color-code tasks

You cannot label or color-code tasks

Multiple task assignees

Assign tasks to one or multiple teammates

You cannot assign tasks to multiple people

You cannot assign tasks to multiple people

Task templates

Reuse task-level structures across projects

You cannot reuse task templates

You can reuse workflows and form templates

Task permissions

Control access at the individual task level

You cannot set permissions per task

You cannot set permissions per task

Task dependencies

Prevent work from starting out of order

You cannot link tasks together

You cannot link tasks together

Recurring tasks

Automate repeating work with flexible schedules

You cannot create recurring tasks

You cannot create recurring tasks

Custom task data fields

Add task-level fields for tracking custom details

Basic custom fields

Basic custom fields

TIME TRACKING

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Plutio

198/199

HoneyBook

83/199

Dubsado

91/199

Time tracking system

Easily track time using timers or manual entries

Basic time tracking (manual entry on desktop, stopwatch on mobile)

Built-in time tracker (Premier plan only, enhanced in 3.0)

Task-level tracking

Log time directly against tasks and subtasks

Project-level only, no task-level tracking

Time tracker available (Premier plan)

Project-level tracking

See time spent per project and per client

Time tracked at project level

Time tracked per project (Premier plan)

Billable time tracking

Clearly separate billable and non-billable time

Billable time tracking available

Billable hours logged to invoices (Premier plan)

Billable time invoicing

Turn tracked time into invoices without extra steps

Invoice from time logs (desktop only)

Tracked time can be added to invoices (Premier plan)

Timesheet reports

View detailed time reports by task, project, or client

Basic time logs per project

Basic time logs (Premier plan)

Team timesheets

See how each team member tracks their time

Team members can log time on shared projects

You cannot see team time reports

PROPOSALS

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Plutio

198/199

HoneyBook

83/199

Dubsado

91/199

Create and send proposals

Create proposals clients can review, approve, and sign in one flow

Smart files combine proposals and contracts

Proposals with pricing tables

Drag-and-drop proposal builder

Create custom, branded proposals without layout limits or code

You can edit sections, not free drag-and-drop)

You can build proposals using drag-and-drop forms

Reusable proposal templates

Reuse proven proposal layouts across clients

You can use proposal templates

You can use proposal templates

Real-time proposal analytics

See exactly when proposals are opened and reviewed

You can see when a proposal is viewed

You cannot see proposal view analytics

Live messenger on proposals

Answer questions directly while clients review proposals

You cannot chat inside proposals

You cannot chat inside proposals

Proposal flow automation

Move from proposal to contract, invoice, or booking automatically

Complete Smart Files flow

You can add proposal items like services or products

Convert proposal to invoice

Create invoices directly from approved proposals

Accepted proposals create invoices

Accepted proposals create invoices

Packages and add-ons

Offer upsells and add-ons directly inside proposals

You can offer packages and add-ons

You can offer packages and add-ons

Interactive pricing tables

Let clients choose options before approving

Pricing updates dynamically

Pricing updates based on selections

Dynamic data and variables

Auto-fill proposal content with client and project data

You can use smart fields

You can use smart fields

Expiration dates

Automatically expire proposals after a set date

You can set proposal expiry

You cannot set proposal expiry dates

PDF Export

Download as branded PDFs

You can download proposal PDFs

You can download proposal PDFs

Reusable content blocks

Create reusable proposal sections you can reuse on demand

You can reuse proposal sections

You can reuse form sections

Legally binding e-signatures

Collect secure electronic signatures on proposals

Clients can sign online

Clients can sign documents online

Custom proposal data fields

Create custom proposal data you can sort, filter, and report on

Basic custom fields

Basic custom fields

CONTRACTS

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Plutio

198/199

HoneyBook

83/199

Dubsado

91/199

Create and sign contracts

Create, send, and sign contracts in one continuous flow

Smart files combine contracts and invoices

Contract creation with automation

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

Legally binding e-signatures

Collect secure signatures with audit trails and signer verification

Contracts support legal e-signatures

Contracts support legal 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

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

You can send automatic reminders

Reminders send automatically

Dynamic data/variables

Auto-fill contract content with client and project data

You can use smart fields in contracts

You can use smart fields in contracts

Contract automation triggers

Trigger automated workflows the moment a contract is signed

Contracts can trigger workflows

Contracts trigger workflows

View notifications

See when contracts are opened and reviewed

You receive contract notifications

You receive signing 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

You cannot customize signer fields

Custom contract data fields

Create custom contract data you can sort, filter, and report on

Basic custom fields

Basic custom fields

INVOICES & PAYMENTS

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Plutio

198/199

HoneyBook

83/199

Dubsado

91/199

Create invoices and get paid

Send invoices and collect payments in one connected flow

Invoices with instant online payments

Invoices with payment plans

Fully branded invoices

Match invoices to your brand with custom logos, colors, and layout

You can brand invoices

You can brand invoices

Drag and drop invoice builder

Create custom invoice layouts visually without formatting limits

Fixed themes (non-customizable layouts)

Requires manual setup

Customizable line items

Edit pricing, quantities, descriptions, and structure freely

You can edit line items

You can edit line items

Item or invoice discounts

Apply discounts at the item or full invoice level

You can apply discounts

You can apply discounts

Customizable taxes

Create tax rules that match your location and use case

You can set tax rates

You can set tax rates

ACH payments

Accept bank transfers for lower-fee payments

You can accept bank transfers

You can accept bank payments

Stripe integration

Accept credit and debit cards instantly

You can accept payments via Stripe

You can accept payments via Stripe

Square integration

Collect in-person payments when needed

You cannot accept payments via Square

You cannot accept payments via Square

PayPal integration

Let clients pay using PayPal

You cannot accept payments via PayPal

You cannot accept payments via PayPal

Flexible partial payments

Collect deposits and split payments across milestones

You can accept partial payments

You can accept partial payments

Payment plans

Break invoices into scheduled installments

You can split invoices into payments

You can split invoices into payments

Automated recurring invoices

Automatically send invoices on a recurring schedule

You can schedule payments, not subscriptions

You can schedule invoices, not subscriptions

Subscription management

Manage ongoing client subscriptions and billing

You cannot manage subscriptions

You cannot manage subscriptions

Automated payment reminders

Follow up automatically until invoices are paid

Payment reminders send automatically

Payment reminders send automatically

Reusable invoice templates

Reuse invoice layouts without rebuilding each time

You can reuse invoice templates

You can reuse invoice templates

Multiple currency support

Bill clients globally in their local currency

You can use one account currency only

You can use one account currency

Invoice automation triggers

Trigger automated workflows when invoices are sent or paid

Contracts can trigger workflows

Contracts trigger workflows

View notifications

See when invoices are opened and paid

You receive contract notifications

You receive signing notifications

Built-in expense tracking

Track project-related costs alongside invoices

You cannot track expenses

You cannot track expenses

Invoice deposits

Collect upfront payments before work starts

You can request deposits

You can request deposits

Auto-invoice billable time

Turn tracked time into invoices automatically

There is no time to convert

There is no time to convert

Custom invoice data fields

Create custom invoice data you can sort, filter, and report on

Basic custom fields

Basic custom fields

INBOX

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Plutio

198/199

HoneyBook

83/199

Dubsado

91/199

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

Full email integration

Connect and manage all your email accounts in one place

You can sync your email

You can sync your email

Embeddable live chat

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

Instant direct messages

Message teammates privately without leaving your workspace

You cannot DM teammates

You cannot DM teammates

Contextual project conversations

Keep conversations tied directly to the project they belong to

Messages are tied to projects

Messages are tied to projects

Team channels

Create shared spaces for team-wide discussions

You cannot create team channels

You cannot create team channels

Customized channels

Organize channels by team, topic, or workflow

Channels are not supported

Channels are not supported

@mentions

Notify teammates instantly inside conversations

You cannot mention teammates

You cannot mention teammates

Message read receipts

See when messages are read

You can see when clients read messages

You can see when clients read messages

File sharing in chat

Share files directly inside conversations

You can share files in messages

You can share files in messages

Shared email inbox

Collaborate on incoming emails as a team

Team email is not shared

Team email is not shared

Inbox mobile app

Access and respond to messages on mobile

Mobile inbox available

Mobile inbox available

Email reply to inbox

Reply from your email client and keep conversations synced

Email replies sync to conversations

Email replies sync to conversations

FILES

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Plutio

198/199

HoneyBook

83/199

Dubsado

91/199

Store and manage files

Keep all client and project files in one organized place

Files exist per project only

Files are stored per project only

Advanced folder organization

Organize files by project, client, or structure you choose

Fixed themes (non-customizable layouts)

Requires manual setup

Folder permissions

Control who can view or edit folders

Fixed themes (non-customizable layouts)

Requires manual setup

People folders

Group files by person when needed

Fixed themes (non-customizable layouts)

Requires manual setup

Project folders

Keep files scoped to each project

Fixed themes (non-customizable layouts)

Requires manual setup

In-app previews

Preview files instantly without downloading

Fixed themes (non-customizable layouts)

Requires manual setup

Custom file data fields

Capture file metadata you can sort and filter

You can add custom fields

You can add custom fields to forms and records

Built-in documents

Create and edit documents directly inside Plutio

Fixed themes (non-customizable layouts)

Requires manual setup

Comments on files and docs

Leave comments directly on files and documents

Fixed themes (non-customizable layouts)

Requires manual setup

Bulk file actions

Move, tag, or manage many files at once

Fixed themes (non-customizable layouts)

Requires manual setup

Files search & filter

Find files quickly using search and filters

Fixed themes (non-customizable layouts)

Requires manual setup

External cloud sync

Sync files with Google Drive or Dropbox

Fixed themes (non-customizable layouts)

Requires manual setup

Secure sharing controls

Restrict access with permissions or passwords

Fixed themes (non-customizable layouts)

Requires manual setup

File sharing links

Share files externally with controlled access

Fixed themes (non-customizable layouts)

Requires manual setup

SCHEDULING

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Plutio

198/199

HoneyBook

83/199

Dubsado

91/199

Schedule meetings

Let clients book meetings directly without back-and-forth emails

Scheduler with intake forms

Custom scheduler with workflows

Branded booking page

Build a fully branded, customizable booking system using a drag-and-drop editor

Branding options are limited

Branding options are limited

Advanced availability management

Define flexible availability rules applied automatically to bookings

You can control availability

You can control availability

Automatic buffer times

Add buffer time automatically between meetings

You can add buffer times

You can add buffer times

Multiple meeting types

Create unlimited booking types with different rules and setups

You can offer multiple session types

You can offer multiple appointment types

Calendar sync (Google/Outlook)

Two-way calendar sync that stays up to date automatically

Fixed themes (non-customizable layouts)

Requires manual setup

Customizable booking confirmations

Fully customizable confirmation pages with no layout or branding limits

Confirmation customization is limited

Confirmation customization is limited

Redirect after booking

Send bookers anywhere after scheduling, not just a fixed thank-you page

You cannot redirect after booking

You cannot redirect after booking

Booking automation triggers

Trigger automated workflows the moment a meeting is booked

Contracts can trigger workflows

Contracts trigger workflows

Smart meeting reminders

Send automatic reminders without manual follow-ups

Meeting reminders send automatically

Meeting reminders send automatically

Automatic timezone detection

Handle timezones automatically without manual adjustments

Timezones adjust automatically

Timezones adjust automatically

Paid appointments (Stripe/PayPal)

Collect payments during booking without extra steps

Fixed themes (non-customizable layouts)

Requires manual setup

Custom booking forms

Build booking forms with full control over questions and layout

Booking forms are fixed

Booking forms are fixed

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

Rescheduling and cancellation controls

Define flexible rules for rescheduling and cancellations

Clients can reschedule or cancel

Clients can reschedule or cancel

AUTOMATION

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Plutio

198/199

HoneyBook

83/199

Dubsado

91/199

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 workflows

Start workflows from real events across projects, clients, and payments

You can automate actions with workflows

You can automate automation actions with workflows

Schedule-based workflows

Run workflows on schedules you control, not fixed intervals

Workflows cannot repeat on a schedule

Workflows cannot repeat on a schedule

Multi-step workflows

Chain multiple actions into one continuous automation

Workflows can include multiple steps

Workflows can include multiple steps

True/False branching

Create conditional paths instead of one-size-fits-all flows

Branching exists, but options are limited

Branching exists, but is limited

Delay-based actions

Add precise timing between steps, down to minutes or days

You can delay workflow steps

You can delay workflow steps

Create & update records

Create, update, or move records automatically across the system

Creation actions are limited

Creation actions are limited

Move & duplicate records

Reorganize work automatically without manual cleanup

Items cannot be duplicated automatically

Items cannot be duplicated automatically

Delete & archive records

Automatically archive or remove records based on rules

Items cannot be deleted via automation

Items cannot be deleted automatically

API calls (webhooks)

Trigger or receive real-time events from external systems

You cannot use APIs or webhooks

You cannot use APIs or webhooks

Send emails

Send automated emails tied to real workflow events

Workflows can send emails

Workflows can send emails

Post comments

Add notes or comments automatically where work happens

You cannot post comments via automation

You cannot post comments via automation

Complete automation logs

See exactly what ran, when, and why

You cannot view automation logs

You cannot view automation logs

Auto-fill data/variables

Pass data between steps dynamically without manual mapping

You can use smart fields

You can use smart fields

Cross-entity connections

Run workflows that span projects, tasks, proposals, invoices, and more

Forms, bookings, and payments trigger workflows

Forms, payments, and bookings trigger workflows

FORMS

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Plutio

198/199

HoneyBook

83/199

Dubsado

91/199

Create branded forms

Build fully branded forms that match your workflow and client experience

Questionnaires with limited styling

Branded forms with smart fields

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

Reusable form templates

Reuse form structures without rebuilding from scratch

You cannot reuse form templates

You can reuse form templates

Custom form data fields

Collect structured data you can sort, filter, and report on

You can add custom fields

You can add custom fields to forms and records

Smart conditional logic

Show or hide fields based on responses, not static forms

Fields cannot change based on answers

Fields can change based on answers

Instant email notifications

Get notified immediately when forms are submitted

You can email on submission

You can email on submission

Form automation triggers

Trigger automated workflows when a form is submitted

Contracts can trigger workflows

Contracts trigger workflows

Embed forms

Embed forms anywhere without layout restrictions

You can embed forms

You can embed forms

Advanced field preferences

Control required, hidden, and default field behavior

Field behavior is fixed

Field behavior is limited

Comprehensive field types

Collect text, files, dates, selections, and more

Field types are limited

Field types are limited

Form signature field

Collect legally binding signatures directly inside forms

Forms can include signatures

Forms can include signatures

File upload fields

Accept file uploads as part of form submissions

File uploads are limited

Clients can upload files

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

CRM

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Plutio

198/199

HoneyBook

83/199

Dubsado

91/199

Manage clients and leads

Manage contacts and companies in one connected system

Pipeline with AI lead prioritization

CRM with auto-created client records

Full company management

Track organizations, not just individual contacts

Companies exist, but contacts come first

Companies exist, contacts come first

Custom contact data fields

Collect and manage structured contact data you define

You can add CRM fields

You can add CRM fields

Complete activity timeline

See every interaction with a client in one place

You can see full activity history

You can see full activity history

Contacts labeling and grouping

Organize contacts flexibly without rigid pipelines

You can tag and segment contacts

You can tag and segment contacts

WIKI

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Plutio

198/199

HoneyBook

83/199

Dubsado

91/199

Comprehensive knowledge base

Create an internal wiki for processes, docs, and guides

You cannot create an internal wiki

You cannot create an internal wiki

Beautiful rich text pages

Write structured, formatted content without complexity

Not supported (requires integration)

Not supported

Unlimited nested pages

Build deep knowledge hierarchies without limits

Not supported (requires integration)

Not supported

Granular page permissions

Control exactly who can view or edit each page

Not supported (requires integration)

Not supported

DASHBOARDS

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Plutio

198/199

HoneyBook

83/199

Dubsado

91/199

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

Drag-and-drop dashboard builder

Design dashboards visually with full layout control

Limited dashboard widgets

Included

Charts widget

Visualize data with customizable charts

Basic charts only

Requires manual setup

Metrics widget

Track key numbers without manual reporting

Basic metrics only

Included

Goals widget

Monitor progress toward defined goals

Not supported (requires integration)

Not supported

Notes widget

Add contextual notes directly to dashboards

Not supported (requires integration)

Not supported

Calendar widget

View upcoming events alongside work and metrics

Calendar on dashboard

Included

Financial widgets

Track revenue and expenses in the same view

Revenue & invoice tracking

Included

BRANDING

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Plutio

198/199

HoneyBook

83/199

Dubsado

91/199

White-label and branding

Run the entire platform under your brand

HoneyBook branding, not white-label

Dubsado branding, not white-label

Custom interface theme

Apply your brand colors across the system

Color themes on Deliver+ (no Free plan theme customization)

Color themes on Deliver+ (no Free plan theme customization)

Stylesheet customization

Fine-tune styling beyond basic theming

You cannot apply custom CSS

You cannot apply custom CSS

Custom login/signup pages

Use branded authentication pages instead of generic screens

Login pages cannot be customized

Login pages cannot be customized

Email branding

Send all system emails with your branding

You can brand outgoing emails

You can brand outgoing emails

Custom brand fonts

Use your own fonts throughout the platform

You cannot use custom fonts

You cannot use custom fonts

Custom brand logos

Replace all platform logos with your own

You can add your logo

You can add your logo

Custom domain name

Run everything on your own domain

Not supported (requires integration)

Not supported

Custom email SMTP

Send emails from your own email infrastructure

Not supported (requires integration)

Not supported

Full workspace embedding

Embed Plutio directly into your website or product

Not supported (requires integration)

Not supported

CUSTOMIZATION

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Plutio

198/199

HoneyBook

83/199

Dubsado

91/199

Flexible workspace setup

Shape the platform to match how your business works

HoneyBook has fixed workspace

Dubsado has fixed workspace

Main menu editor

Add, remove, or reorder navigation items freely

You cannot customize navigation

You cannot customize navigation

User-based menus

Show different navigation for different roles

Menus are the same for all users

Menus are the same for all users

Custom user roles

Create role types beyond preset permissions

You cannot define custom roles

You cannot define custom roles

Advanced user permissions

Control access at a granular level

Permissions are not configurable

Permissions are not configurable

SSO / OAuth

Support enterprise-grade single sign-on

You cannot use SSO

You cannot use SSO

INTEGRATIONS

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Plutio

198/199

HoneyBook

83/199

Dubsado

91/199

Connect with other tools

Integrate with external systems without lock-in

Zapier only

Zapier only

Zapier integration

Connect to thousands of apps without custom code

You can connect HoneyBook to Zapier

You can connect Dubsado to Zapier

Make.com integration

Build advanced automation scenarios visually

You cannot connect via Make

You cannot connect via Make

Pabbly Connect

Connect services without usage-based limits

You cannot connect via Pabbly

You cannot connect via Pabbly

Full REST API access

Build custom integrations with full system access

You cannot access an API

You cannot access an API

Incoming & outgoing webhooks

Send and receive real-time events

You cannot use webhooks

You cannot use webhooks

PLATFORM

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Plutio

198/199

HoneyBook

83/199

Dubsado

91/199

Mobile apps

Access your business from native mobile apps

Full-featured iOS and Android apps

iOS and Android with Tap to Pay

iOS app

Full-featured iPhone app

You can use HoneyBook on iOS

You can use Dubsado on iOS

Android app

Full-featured Android app

You can use HoneyBook on Android

You can use Dubsado on Android

Mac desktop app

Native macOS app for desktop workflows

There is no desktop app

There is no desktop app

Windows desktop app

Native Windows app for desktop workflows

There is no desktop app

There is no desktop app

HoneyBook vs Dubsado FAQ

Is HoneyBook or Dubsado better for creatives?

Both are used by creative professionals. HoneyBook setup takes 1-2 days, but customization is locked to their templates and documents carry HoneyBook branding. Dubsado has CSS-level form editing, but takes weeks to configure and has no time tracking. HoneyBook limits your branding. Dubsado limits your time.

Does Dubsado have time tracking?

No. Dubsado does not have time tracking. If you bill hourly for any services, you need a separate time tracking app like Toggl or Harvest and manually transfer hours to invoices. HoneyBook has basic time tracking with manual entry and a mobile stopwatch.

Which is easier to learn, HoneyBook or Dubsado?

HoneyBook has fewer settings to configure. Most users set up their first workflow within a day or two. Dubsado has more customization options, which means more settings to learn. Most Dubsado users spend a week or more setting up their first workflow, and the interface is busier than most users expect.

Can I white-label HoneyBook or Dubsado?

Neither tool offers full white-labeling. HoneyBook shows HoneyBook branding in the client portal with no custom domain option. Dubsado has some subdomain customization and CSS control on forms, but the portal still shows Dubsado elements. If full white-labeling matters to your brand, look at platforms like Plutio that support custom domains and complete white-labeling.

How much does HoneyBook cost vs Dubsado?

HoneyBook Starter costs $29/month (annual) or $36/month (monthly). Dubsado Starter costs $20/month (annual) or $25/month (monthly). For full features, HoneyBook Premium is $52.50/month (annual) and Dubsado Premier is $40/month (annual). Dubsado's full-featured plan is cheaper, but HoneyBook includes basic time tracking that Dubsado lacks.

Which has better automation, HoneyBook or Dubsado?

Both include automation builders. Dubsado Flows has been available for years with drag-and-drop sequences. HoneyBook Automations 2.0 (released 2025) added conditional branching and AI-powered workflow suggestions. Both automate the intake stage only. Dubsado has more community resources and templates. Neither automates what happens after the booking.

Do HoneyBook and Dubsado have project management?

Both have basic task lists only. Neither has Kanban boards, Gantt charts, subtasks with nesting, or task dependencies. For complex multi-month projects, most users either pair them with Trello or Asana, or switch to all-in-one platforms like Plutio that include real project management alongside client intake.

Which has a better mobile app?

HoneyBook's mobile app has more coverage than Dubsado's. HoneyBook's app includes booking, invoicing, and pipeline management from a phone. Dubsado's mobile experience is limited. Neither mobile app includes project management or time tracking.

Can I migrate from HoneyBook to Dubsado or vice versa?

Yes, but it requires manual work. Neither tool has a direct import from the other. You'll need to export your client list as CSV and import it, then rebuild your workflows. Active contracts and invoices may need to be recreated. Budget a week for migration and testing.

What if neither HoneyBook nor Dubsado fits my workflow?

If you need more than intake automation, 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 that connects 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 it stacks up against HoneyBook and Dubsado feature by feature.

Which tool is better for long-term projects?

Neither is ideal for managing long-term projects (12+ months) since both lack Gantt charts and task dependencies. HoneyBook setup takes 1-2 days but has no visual project views. Dubsado has CSS form control and Flows automation but has no time tracking. For long-term project planning, look at platforms with timeline views and dependencies.

Do HoneyBook and Dubsado integrate with other tools?

Both integrate with Zapier for connecting to thousands of apps. HoneyBook has native integrations with QuickBooks, Google Calendar, and Zoom. Dubsado integrates with QuickBooks, Xero, and calendar tools. Neither has as many native integrations as larger platforms, but Zapier fills most gaps.

Which has better customer support?

HoneyBook offers chat, email, and phone support on higher plans. Dubsado has email support and a community forum. HoneyBook's support covers more channels, but phone support requires the Premium plan at $52.50/month.

Can I use HoneyBook or Dubsado for subscription billing?

Neither tool has true subscription billing for automatic recurring charges. You can set up recurring invoices that send manually or on a schedule, but clients need to pay each invoice individually. For automatic monthly retainer billing, look at platforms with built-in subscription billing like Plutio, or add Stripe subscriptions separately.

Which tool is better for agencies with teams?

HoneyBook includes team features on higher plans (2 members on Essentials, unlimited on Premium). Dubsado Premier includes team access. Neither has granular permission controls or contractor-specific access. For agencies managing multiple team members with different access levels, both tools show their solo-freelancer origins. Platforms built for agencies like Plutio offer role-based permissions and contractor management.

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