How to Customize Packages for Specific Leads on Dubsado

Updated: 7 days ago

You've got your set packages and pricing, and that's all been set up within your Package Templates, but every once in a while, you might need to amend your offering for a potential client based on their unique needs or budget.

Check out this video to see how.

**Note: This method will only modify your package for the prospective client in question.

If you are creating a modified package that you plan to use again in the future, we recommend the following:

1) Navigate to your Templates Tab

2) Select "Packages",

3) Then click "Add Package".

From here you can create a new package offering that you can apply to this particular client's proposal, and future proposals as well.

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