Dubsado

Overview

Dubsado is a business management platform built for freelancers, photographers, consultants, and other service-based businesses. It handles the entire client lifecycle — from initial inquiry through project completion and invoicing. When Dubsado's scripts appear on business websites, they're powering the client-facing touchpoints: intake forms that qualify leads, questionnaires that gather project requirements, contract signing interfaces, and scheduling widgets for booking consultations.

These embeds replace the need for separate form builders, scheduling tools, and e-signature services by integrating all of these functions into one workflow.

What This Script Does

Dubsado's scripts embed client onboarding and project management interfaces on business websites:

• Lead capture forms: Renders customized intake forms that collect prospect information — name, email, project details, budget ranges — and feed it directly into Dubsado's CRM pipeline
• Questionnaires: Displays multi-step questionnaires for gathering detailed project requirements, preferences, and specifications from clients
• Contract and proposal signing: Embeds document signing interfaces where clients can review, agree to, and digitally sign contracts and proposals
• Scheduling widgets: Shows available appointment slots synced with the business owner's calendar, allowing clients to book consultations, shoots, or meetings
• Form state management: Sets cookies to maintain form progress across sessions, so clients can return to partially completed forms without losing their work
• Payment integration: For invoice and payment-enabled forms, handles payment collection through integrated payment processors

The scripts communicate with Dubsado's servers to submit form data, sync calendar availability, and process document signatures.

Consent & Compliance

Dubsado's scripts handle client data with specific compliance considerations:

• GDPR: Client information collected through forms and contracts constitutes personal data. Dubsado acts as a data processor. The data collection serves pre-contractual or contractual purposes (Article 6(1)(b)) when clients voluntarily submit inquiries or sign contracts.
• ePrivacy Directive: Session cookies maintaining form state for a service the visitor explicitly requested (filling out a form, signing a contract) are likely strictly necessary.
• CCPA/CPRA: Client data collected through Dubsado's forms should be disclosed in your privacy policy, including the third-party processing relationship.
• eSignature compliance: Digital signatures collected through Dubsado must meet applicable e-signature regulations (ESIGN Act, eIDAS) for contract enforceability.

Should You Block This Without Consent?

Dubsado's embedded forms, scheduling widgets, and contract signing interfaces serve functional purposes that visitors actively initiate. A potential client filling out an intake form or signing a contract is engaging in a deliberate, voluntary action. The session cookies support the completion of these requested services. There's no marketing tracking or behavioral profiling — the data collection is limited to what the visitor explicitly provides for a specific business purpose.

No.