| | $35/month (Starter plan, $335/year billed annually) |
| No free plan (7-day trial available) | No free plan (21-day trial) |
| | 21-day free trial (all Premier features) |
Manage projects and tasks | Fully flexible project and task setup you can shape to your workflow | Projects with task boards |
Project roles and permissions | Control exactly who can view or edit each part of a project | 3 fixed roles (Basic, Accountant, Admin) |
| Unlimited boards to run parallel workflows in the same project | Kanban-style task boards, private or shared with the client |
Embeddable project boards | Live project boards embedded into client portals or websites | You cannot embed project views |
| Read-only public links for sharing progress without risk | You can share via the client portal only |
Project stages and milestones | Custom project statuses shared across the workspace; no milestones | You can use project statuses, but no milestones |
Connected proposals, contracts, and invoices | Everything related stays connected to the project automatically | Proposals, contracts, and invoices live inside projects |
Custom project data fields | Add custom project fields, show them as columns and filter by them | |
| Drag-and-drop tasks across customizable columns | Kanban view added in Dubsado 3.0 (Nov 2025) |
| Bulk-edit tasks like a spreadsheet | Table view is the default task display in Dubsado 3.0 |
| Clean task lists with clear hierarchy | You can manage tasks in simple lists |
| See tasks and deadlines on a calendar | You can see deadlines and appointments on a calendar |
| Plan work visually with task order and dependencies | You cannot view work on a gantt chart |
| One level of subtasks under each task | You cannot split tasks into subtasks |
| Turn emails into tasks without manual copying | You cannot create tasks from emails |
| Keep discussions tied directly to each task | |
| Store files directly on the task they belong to | You can attach files to tasks |
| Define priority levels that fit your workflow | You cannot set task priorities |
Task labels & color coding | Use unlimited labels to visually organize tasks | You cannot label or color-code tasks |
| Assign tasks to one or multiple teammates | You cannot assign tasks to multiple people |
| Reuse task-level structures across projects | You can reuse workflows and form templates |
| Control access at the individual task level | You can mark a task as private |
| A task cannot be completed until the tasks it depends on are done | You cannot link tasks together |
| Automate repeating work with flexible schedules | You cannot create recurring tasks |
| Add task-level fields for tracking custom details | |
| Easily track time using timers or manual entries | Built-in time tracker (Premier plan only, enhanced in 3.0) |
| Log time directly against tasks and subtasks | Time tracker available (Premier plan) |
| See time spent per project | Time tracked per project (Premier plan) |
| Clearly separate billable and non-billable time | Billable hours logged to invoices (Premier plan) |
| Turn tracked time into invoices without extra steps | Tracked time can be added to invoices (Premier plan) |
| View time reports by task, project, person, date and billing status | Basic time logs (Premier plan) |
| See how each team member tracks their time | You can filter time entries by team member (Premier plan) |
Create and send proposals | Create proposals clients can review, approve, and sign in one flow | Proposals with pricing tables |
Drag-and-drop proposal builder | Create custom, branded proposals without layout limits or code | You can build proposals using drag-and-drop forms |
Reusable proposal templates | Reuse proven proposal layouts across clients | You can use proposal templates |
Real-time proposal analytics | See exactly when proposals are opened and reviewed | You can see whether a proposal was viewed |
Live messenger on proposals | Answer questions directly while clients review proposals | You cannot chat inside proposals |
| Move from proposal to contract, invoice, or booking automatically | You can add proposal items like services or products |
Convert proposal to invoice | Create invoices directly from approved proposals | Accepted proposals create invoices |
| Offer upsells and add-ons directly inside proposals | You can offer packages and add-ons |
Interactive pricing tables | Let clients choose options before approving | Pricing updates based on selections |
Dynamic data and variables | Auto-fill proposal content with client and project data | |
| Automatically expire proposals after a set date | You can set proposal expiry dates |
| | You can download proposal PDFs |
| Create reusable proposal sections you can reuse on demand | You can reuse form sections |
Legally binding e-signatures | Collect secure electronic signatures on proposals | Clients can sign documents online |
Custom proposal data fields | Add custom proposal fields, show them as columns and filter by them | |
Create and sign contracts | Create, send, and sign contracts in one continuous flow | Contract creation with automation |
Drag-and-drop contract builder | Create fully custom contracts with flexible layouts, no code or formatting limits | You can build contracts using form blocks |
Legally binding e-signatures | E-signatures that record each signer's name, time, IP address and browser | Contracts support legal e-signatures |
Multi-signature / signees | Collect signatures from multiple people on the same contract | You can collect multiple signatures, setup is limited |
Reusable contract templates | Reuse contract structures to create new agreements faster | You can use contract templates |
Auto-reminders automation | Automatically follow up until contracts are signed | Reminders send automatically |
| Auto-fill contract content with client and project data | You can use smart fields in contracts |
Contract automation triggers | Trigger automated workflows the moment a contract is signed | Contracts trigger workflows |
| See when contracts are opened and reviewed | You receive signing notifications |
PDF download with signature certificate | Download signed contracts as PDF with signatures, names and dates | You can download signed PDFs |
Custom signer data fields | Signers give a name and signature only | You cannot customize signer fields |
Custom contract data fields | Add custom contract fields, show them as columns and filter by them | |
Create invoices and get paid | Send invoices and collect payments in one connected flow | Invoices with payment plans |
| Match invoices to your brand with custom logos, colors, and layout | |
Drag and drop invoice builder | Create custom invoice layouts visually without formatting limits | |
| Edit pricing, quantities, descriptions, and structure freely | |
Item or invoice discounts | Apply discounts at the item or full invoice level | |
| Create tax rules that match your location and use case | |
| Accept bank transfers for lower-fee payments | You can accept bank payments |
| Accept credit and debit cards instantly | You can accept payments via Stripe |
| Let clients pay invoices by card through Square | You can accept payments via Square |
| Let clients pay using PayPal | You can accept payments via PayPal |
Flexible partial payments | Collect deposits and split payments across milestones | You can accept partial payments |
| Break invoices into scheduled installments | You can split invoices into payments |
Automated recurring invoices | Automatically send invoices on a recurring schedule | Recurring invoices that bill automatically with autopay |
| Manage ongoing client subscriptions and billing | Handled through recurring invoices with autopay |
Automated payment reminders | Follow up automatically until invoices are paid | Payment reminders send automatically |
Reusable invoice templates | Reuse invoice layouts without rebuilding each time | You can reuse invoice templates |
Multiple currency support | Bill clients globally in their local currency | You can use one account currency |
Invoice automation triggers | Trigger automated workflows when invoices are sent or paid | Contracts trigger workflows |
| See when invoices are opened and paid | You receive signing notifications |
Built-in expense tracking | Track project-related costs alongside invoices | You can record expenses by category |
| Collect upfront payments before work starts | |
Auto-invoice billable time | Add tracked time to an invoice in a few clicks | You can add tracked time to invoices (Premier plan) |
Custom invoice data fields | Add custom invoice fields, show them as columns and filter by them | |
Centralized unified inbox | Manage email, chat, and messages from one shared inbox | Messages and emails live in one place |
| Connect Gmail and Outlook accounts to the shared inbox | |
| Add real-time chat to your website and client portals | You cannot add live chat to your site |
| Message teammates privately without leaving your workspace | |
Contextual project conversations | Keep conversations tied directly to the project they belong to | Messages are tied to projects |
| Create shared spaces for team-wide discussions | You cannot create team channels |
| Organize channels by team, topic, or workflow | Channels are not supported |
| Notify teammates instantly inside conversations | You cannot mention teammates |
| See when messages are read | You can see when clients read messages |
| Share files directly inside conversations | You can share files in messages |
| Collaborate on incoming emails as a team | One inbox per brand, shared by the owner and admins |
| Access and respond to messages on mobile | |
| Reply from your email client and keep conversations synced | Email replies sync to conversations |
| Keep all client and project files in one organized place | Files are stored per project or per contact |
Advanced folder organization | Organize files by project, client, or structure you choose | |
| Control who can view or edit folders | |
| Group files by person when needed | |
| Keep files scoped to each project | |
| Preview files instantly without downloading | |
| Capture file metadata you can sort and filter | You can add custom fields to forms and records |
| Create and edit documents directly inside Plutio | |
Comments on files and docs | Leave comments directly on files and documents | |
| Delete many files at once | |
| Find files quickly using search and filters | |
| Import files from Google Drive when uploading; no sync | |
| Restrict folders to named people or roles, or share a public link | |
| Share files externally with controlled access | |
| Let clients book meetings directly without back-and-forth emails | Custom scheduler with workflows |
| Build a fully branded, customizable booking system using a drag-and-drop editor | Branding options are limited |
Advanced availability management | Define flexible availability rules applied automatically to bookings | You can control availability |
| Add buffer time automatically between meetings | |
| Create unlimited booking types with different rules and setups | You can offer multiple appointment types |
Calendar sync (Google/Outlook) | Two-way calendar sync that stays up to date automatically | |
Customizable booking confirmations | Fully customizable confirmation pages with no layout or branding limits | Confirmation customization is limited |
| Send bookers anywhere after scheduling, not just a fixed thank-you page | You can redirect to a page after booking |
Booking automation triggers | Trigger automated workflows the moment a meeting is booked | Contracts trigger workflows |
| Send automatic reminders without manual follow-ups | Meeting reminders send automatically |
Automatic timezone detection | Handle timezones automatically without manual adjustments | Timezones adjust automatically |
Paid appointments (Stripe/PayPal) | Collect payments during booking without extra steps | |
| Build booking forms with full control over questions and layout | You can attach your own form to a scheduler |
Minimum notice / daily booking limits | Set minimum notice and how far ahead clients can book | You can set booking limits |
Rescheduling and cancellation controls | Bookers can reschedule or cancel from their booking page | Clients can reschedule or cancel |
Automated workflows builder | Build advanced workflows visually without code or rigid templates | Visual node-based Flows builder |
| Start workflows from real events across projects, clients, and payments | You can automate automation actions with workflows |
| Run workflows hours or days before, on or after a date on the item | Workflows cannot repeat on a schedule |
| Chain multiple actions into one continuous automation | Workflows can include multiple steps |
| Create conditional paths instead of one-size-fits-all flows | Branching exists, but is limited |
| Add precise timing between steps, down to minutes or days | You can delay workflow steps |
| Create, update, or move records automatically across the system | Creation actions are limited |
| Reorganize work automatically without manual cleanup | Items cannot be duplicated automatically |
| Automatically archive or remove records based on rules | Items cannot be deleted automatically |
| Trigger or receive real-time events from external systems | You cannot use APIs or webhooks |
| Send automated emails tied to real workflow events | Workflows can send emails |
| Add notes or comments automatically where work happens | You cannot post comments via automation |
| See run, success and failure counts and every action used | You can see which workflow steps ran on each project |
| Pass data between steps dynamically without manual mapping | |
| Run workflows that span projects, tasks, proposals, invoices, and more | Forms, payments, and bookings trigger workflows |
| Build fully branded forms that match your workflow and client experience | Branded forms with smart fields |
Drag-and-drop form builder | Design forms visually with full layout control, no code required | You can build contracts using form blocks |
| Reuse form structures without rebuilding from scratch | You can reuse form templates |
| Collect structured data you can sort, filter, and report on | You can add custom fields to forms and records |
| No conditional logic; fields can be set hidden | Fields can change based on answers |
Instant email notifications | Instant push notifications, or a daily email summary | You can email on submission |
| Trigger automated workflows when a form is submitted | Contracts trigger workflows |
| Embed forms anywhere without layout restrictions | |
Advanced field preferences | Control required, hidden, and default field behavior | Field behavior is limited |
Comprehensive field types | Collect text, files, dates, selections, and more | |
| Collect signatures directly inside forms | Forms can include signatures |
| Accept file uploads as part of form submissions | |
Redirect after submission | Send submitters to a custom next step, not a fixed thank-you page | You can redirect to a page after a form is submitted |
| Manage contacts and companies in one connected system | CRM with auto-created client records |
| Track organizations, not just individual contacts | Companies exist, contacts come first |
Custom contact data fields | Collect and manage structured contact data you define | |
Complete activity timeline | See every interaction with a client in one place | You can see full activity history |
Contacts labeling and grouping | Organize contacts flexibly without rigid pipelines | You can tag and segment contacts |
Comprehensive knowledge base | Create an internal wiki for processes, docs, and guides | You cannot create an internal wiki |
Beautiful rich text pages | Write structured, formatted content without complexity | |
| Nest pages up to 5 levels deep | |
Granular page permissions | Set access per wiki space and lock pages against edits | |
Custom dashboards and pages | Build dashboards around what matters to you, not fixed metrics | Dubsado has a home page, not custom dashboards |
Drag-and-drop dashboard builder | Design dashboards visually with full layout control | |
| Visualize data with customizable charts | |
| Track key numbers without manual reporting | |
| Monitor progress toward defined goals | |
| Add contextual notes directly to dashboards | |
| View upcoming events alongside work and metrics | |
| Track revenue and expenses in the same view | |
| Run the entire platform under your brand | Clients see your brand, not Dubsado logos |
| Apply your brand colors across the system | Brand colour, portal colours and dark mode |
| Fine-tune styling beyond basic theming | |
Custom login/signup pages | Use branded authentication pages instead of generic screens | Login pages cannot be customized |
| Send all system emails with your branding | You can brand outgoing emails |
| Choose from 33 fonts, or load your own with custom CSS | Custom fonts on forms, through CSS |
| Replace all platform logos with your own | |
| Run everything on your own domain | Your own domain on invoices, forms, schedulers and client portals |
| Send emails from your own email infrastructure | Send from Gmail, Microsoft 365 or any SMTP account |
| Embed Plutio directly into your website or product | You can embed the client portal on your website |
| Shape the platform to match how your business works | Dubsado has fixed workspace |
| Add, remove, or reorder navigation items freely | You cannot customize navigation |
| Show different navigation for different roles | What each person sees depends on their role |
| Create role types beyond preset permissions | You cannot define custom roles |
Advanced user permissions | Control access at a granular level | Three roles (Basic, Accountant, Admin) with a few extra permissions per member |
| Single sign-on through your Auth0 account | |
| Integrate with external systems without lock-in | Gmail, Microsoft 365, Google and Outlook calendars, Zoom, QuickBooks, Xero and payment providers, plus Zapier |
| Connect to thousands of apps without custom code | You can connect Dubsado to Zapier |
| Connect through the REST API and webhooks | You cannot connect via Make |
| Connect through the REST API and webhooks | You cannot connect via Pabbly |
| Build custom integrations with full system access | |
Incoming & outgoing webhooks | Send and receive real-time events | |
| iPhone, iPad and Android apps | iOS and Android with Tap to Pay |
| | You can use Dubsado on iOS |
| Full-featured Android app | You can use Dubsado on Android |
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