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Dubsado - Business Process Management Software

Dubsado Reviews in July 2026: User Ratings, Pros & Cons

Streamline, automate, and succeed with Dubsado.

4.5

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Dubsado Reviews & Ratings

4.5

Very Good

Based on 42 ratings & 68 reviews

Rating Distribution

Excellent

(50)

Very Good

(10)

Good

(4)

Poor

(2)

Terible

(2)

Spotsaas Editor’s POV

Dubsado offers a cloud-based solution for managing business processes, particularly in the insurance sector. Its user-friendly design simplifies workflow automation, but it may not cater to more complex needs.Read more

Dubsado pros and cons

  • Cloud-based platform

  • Automates workflows

  • Streamlines information sharing

  • User-friendly interface

  • Limited advanced features

  • May lack customization

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Showing 31-40 out of 68

NC

Nicte C

12/02/21

5 out of 5

"Life and business saver!"

What do you like best about Dubsado? I love how Dubsado has increased my proposal and client onboarding workflow by 2000%! It used to take me weeks formulating proposals, designing them, and customizing them every single time. Then sending my clients a welcome packet and other important materials in so many emails. Now I have workflows that I can trigger, designed proposals I can send that day with options for my clients. And I don't have to worry about sending contracts and invoices ...

Read more

NC

Nicte C

12/02/21

5 out of 5

"Life and business saver!"

What do you like best about Dubsado? I love how Dubsado has increased my proposal and client onboarding workflow by 2000%! It used to take me weeks formulating proposals, designing them, and customizing them every single time. Then sending my clients a welcome packet and other important materials in so many emails. Now I have workflows that I can trigger, designed proposals I can send that day with options for my clients. And I don't have to worry about sending contracts and invoices ...

Read more

AU

Anonymous User

11/16/21

5 out of 5

"Dubsado Rocks"

What do you like best about Dubsado? I love Dubsado's workflows, seamless automations, and overall costs. When compared to traditional legal software you get more bang for your buck and are able to leverage technology as you scale your firm. What do you dislike about Dubsado? I'm not too fond of Dubsado's contract signature software is not verified nor does it allow for multiple-party signatures. I've been a member of Dubsado for 4-5 years and this feature has not come to fruition yet. This ...

Read more

AU

Anonymous User

11/16/21

5 out of 5

"Dubsado Rocks"

What do you like best about Dubsado? I love Dubsado's workflows, seamless automations, and overall costs. When compared to traditional legal software you get more bang for your buck and are able to leverage technology as you scale your firm. What do you dislike about Dubsado? I'm not too fond of Dubsado's contract signature software is not verified nor does it allow for multiple-party signatures. I've been a member of Dubsado for 4-5 years and this feature has not come to fruition yet. This ...

Read more

AU

Anonymous User

11/15/21

1.5 out of 5

"Difficult to use... not intuitive at all"

What do you like best about Dubsado? It has many automation that can be created to make a company's workflow much easier. We used the scheduling, invoicing and contract features but didn't have a use for the many others that are available. What do you dislike about Dubsado? It is not an intuitive system and has a very steep learning curve. Many companies need to hire someone to set their Dubsado up for them, and then don't know how to use it themselves. Recommendations to others considering ...

Read more

KB

Katrina B

11/09/21

5 out of 5

"Dubsado Review from Dubsado Certfied Pro"

What do you like best about Dubsado? Dubsado has great automations and workflows. I love being able to keep track of leads and clients, process payments, and create meetings all in one place. What do you dislike about Dubsado? I wish there was a bit more conditional logic as well as a mobile app. What problems is Dubsado solving and how is that benefiting you? I can track my project sources, project my income, send invoices & emails, sign contracts and so much more all in one platform.

KB

Katrina B

11/09/21

5 out of 5

"Dubsado Review from Dubsado Certfied Pro"

What do you like best about Dubsado? Dubsado has great automations and workflows. I love being able to keep track of leads and clients, process payments, and create meetings all in one place. What do you dislike about Dubsado? I wish there was a bit more conditional logic as well as a mobile app. What problems is Dubsado solving and how is that benefiting you? I can track my project sources, project my income, send invoices & emails, sign contracts and so much more all in one platform.

TS

Tamara S

11/05/21

5 out of 5

"Best Operations Solution for Small Businesses!"

What do you like best about Dubsado? I love that Dubsado is an all-inclusive tool! You can schedule appointments, get paid, send contracts, send emails, etc - all within this software. Since I've used this tool, my clients truly feel like they have a smooth customer experience. What do you dislike about Dubsado? There's not much that I dislike! And if I've had an issue with something, I was able to chat with support and they helped me find a solution, pointed me to the support article, or ...

Read more

TS

Tamara S

11/05/21

5 out of 5

"Best Operations Solution for Small Businesses!"

What do you like best about Dubsado? I love that Dubsado is an all-inclusive tool! You can schedule appointments, get paid, send contracts, send emails, etc - all within this software. Since I've used this tool, my clients truly feel like they have a smooth customer experience. What do you dislike about Dubsado? There's not much that I dislike! And if I've had an issue with something, I was able to chat with support and they helped me find a solution, pointed me to the support article, or ...

Read more

SD

Sam D

09/02/21

4 out of 5

"Great tool for small businesses"

What do you like best about Dubsado? I like how many features and functionalities Dubsado has. Their customer service and training are great. They are a powerful tool for any small business. What do you dislike about Dubsado? I wish it connected with more third part tools and solutions. Recommendations to others considering Dubsado: Dubsado is a great tool for any small business. They have a lot of features and functionality and continue to add more, which makes it a great out of the box ...

Read more

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].