Make it easy for your clients to accept proposals, sign contracts, and submit payments from Dubsado directly in their Motion.io client portal. You can connect Dubsado to Motion.io by copying the embed code Dubsado provides and pasting it into a custom tab within any of your Motion.io client portals.
While Dubsado provides shareable links for payments & contracts, at this time, they only provide an embed code for proposals. In order for clients to sign contracts or make payments in Dubsado without leaving their Motion.io client portal, contracts & payments must be associated with a proposal. Steps 3 and 4 of this guide explain how to do this.
In your Dubsado account, navigate to the left-hand side of your admin dashboard. Click “Templates” and then “Forms” from the drop-down.
On the “Forms” template page, select the proposal related to the project you’re managing in Motion.io.
On the form editor screen for the Dubsado proposal you selected, click the “settings” wheel icon on the left-hand side of your screen.
To generate a Dubsado embed code that includes a contract with the proposal, toggle “Include contract” to “Yes” and select your contract from the drop-down under the “Proposal options” section.
To generate a Dubsado embed code that includes a payment plan/payment options with the proposal, select your payment plan from the drop-down under the “Invoice Options” section.
Toggle “Create new project once proposal is completed” to “Yes” under the Public proposal options.
After ensuring your settings are correct and that you have saved the proposal, click the “share” button on the left-hand side of your screen and copy the Embed code Dubsado generated.
In your Motion.io account, select the portal you’d like to connect to Dubsado and navigate to Settings > Integrations.
In the Integration Tab editor, give your Custom Portal Tab a client-facing name in the “Title” section and enter any additional information for the client in the “Description” area.
Paste the code you originally copied from Dubsado into the “App Embed Code” section of the custom tab.
To make sure your Dubsado Proposal displays properly in Motion.io, add the following code snippet (see screenshot for location) to the code you just pasted in the window:
After ensuring the code you added is closed with a single [ ” ] symbol, click “Save.”
And that does it!
By following these steps, you have successfully connected Dubsado to Motion.io; making your Dubsado proposal and any associated contracts or payment options accessible to your client through their Motion.io client portal.
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