Dubsado is an end-to-end client management platform (proposals, contracts, payments, workflows, the lot) built mostly for creative service businesses. Quotify is the embedded pricing form that lives on the front of your site, qualifying leads before they ever hit your inbox. Different scope; often complementary.
Creative client service businesses (photographers, designers, planners, coaches)
WHERE QUOTIFY WINS
Customers get an instant price on your site, no enquiry form to wait on
Pre-qualifies leads before they hit your inbox (filters tyre-kickers)
Embeds on any website; you keep your existing brand and stack
Free tier; no card required
Live in 30 minutes, not a weekend project
WHERE DUBSADO WINS
Truly end-to-end (lead → contract → final payment in one place)
Highly customisable workflows + automations
Built-in client portal, scheduler, time tracker
Strong template library for creative industries
Active community + Dubsado-specific consultants for setup
When to pick which
PICK QUOTIFY IF…
You want customers to self-serve a *ballpark price* on your website
before they ever email you. Your pricing varies by scope (shoot length,
package, location, deliverables) and you're tired of writing the same
"rough cost is around…" reply ten times a week. You don't need a full
CRM yet; you need the front of the funnel to stop leaking.
PICK DUBSADO IF…
You're past the lead-flow problem and want to consolidate the *rest*
of the client journey (proposals, signed contracts, scheduled payments,
client portal) into one tool instead of stitching together Calendly +
Stripe + Google Docs + Notion. You're willing to invest a few days
setting up workflows in exchange for owning the whole post-enquiry
experience.
The verdict
Dubsado is the deepest, most customisable client-management system for creative service businesses: proposals, contracts, scheduling, payments, workflows, the full stack. It's powerful precisely because it covers everything end-to-end. Quotify only owns one step at the very start of that flow: the pricing widget that lives on your public website and qualifies leads with a real number before they ever fill in a contact form. If you're losing prospects to "request a quote" forms, Quotify fixes the front; if your bottleneck is the post-enquiry workflow (proposals, contracts, chasing invoices), Dubsado is the broader fit. A lot of creatives end up running both.
Different jobs, different scope
Dubsado is a deep client-management system for creative service businesses. It owns the relationship from enquiry to final invoice: proposal builder, contract templates with e-sign, scheduled payments, client portal, project tracker, workflow automation. It’s a big tool because it does a big job, and it’s powerful precisely because of how much customisation it gives you.
Quotify is a single-purpose widget. It lives on your public website. Its only job is to take a “how much do you charge?” question and give the visitor a real, instant, qualified answer — without them having to fill in a generic enquiry form and wait two days for your reply.
That difference shapes everything else in this comparison. Dubsado is broad, deep, and customisable. Quotify is narrow, fast, and opinionated about one thing: getting the price answer in front of the visitor before they bounce.
The honest pitch for each
Pick Dubsado if you’ve already got steady enquiries and your pain is on the back end: the proposal back-and-forth, chasing signed contracts, taking deposits, managing the client through to delivery. The pricing/qualifying step isn’t your bottleneck; the workflow after the lead is.
Pick Quotify if your pain is the opposite: you don’t even get to the proposal stage because half your visitors bounce when they hit “Contact us for a quote.” You want the price visible (or at least estimable) on your site, and you want serious leads to self-qualify before they cost you any time.
Could you use both?
Yes, and a lot of creatives do. The pattern that works well:
Quotify on the public site to convert browsers into qualified, priced leads
Dubsado on the back end to turn those leads into signed clients, complete with proposals, contracts, and scheduled payments
They don’t overlap; they hand off. The lead arrives in Dubsado with the pricing context already attached, no “I need to send you a proposal” delay.
What Dubsado does that Quotify deliberately doesn’t
Dubsado’s surface area is bigger than Quotify’s by design. Things Dubsado handles that Quotify doesn’t:
Contracts and e-signatures. Dubsado has a contract builder with version history and signature timestamps. Quotify stops at “here’s a priced lead; go close them in your existing tool.”
Recurring payments and payment schedules. Dubsado lets you set up payment plans (50% deposit, 50% on delivery, etc.). Quotify produces a quote PDF; payment is handled wherever you handle payment.
Client portal. Dubsado gives every client a login to see their proposals, contracts, invoices, and project status. Quotify doesn’t have a client-facing surface beyond the public quote form.
Workflows and automation. Dubsado lets you build elaborate “if this then that” chains for the client journey. Quotify has a much simpler model: form submitted → lead in your inbox → daily reminder if not contacted in 24h.
These omissions are deliberate. Quotify is small because it does one thing well; Dubsado is large because it does ten things at once. Both are correct answers to different problems.
FAQ
Can I use Quotify with Dubsado?
Yes, and lots of creatives do. Quotify sits on the front of your site to give visitors an instant price, then sends qualified leads into Dubsado for the full proposal/contract/payment flow. The two cover different stages of the funnel and hand off cleanly.
Is Dubsado overkill for a solo photographer?
Depends. If you're getting steady enquiries and the bottleneck is the post-enquiry admin (sending proposals, chasing contract signatures, taking deposits), Dubsado earns its place. If your pain is *getting* enquiries, with visitors bouncing off "Contact us for a quote", Quotify solves a different problem.
Does Quotify do contracts or invoicing?
No. Quotify intentionally stops at the priced-and-qualified-lead stage. For contracts, e-signatures, invoices and recurring payments you'd pair it with Dubsado, HoneyBook, Bonsai, Stripe, or your existing tools.
Is Quotify cheaper than Dubsado?
At list price, yes. Quotify has a free tier and Pro is £29/mo. Dubsado starts around $20/mo on annual billing. But they do different things, so price-per-feature isn't really comparable. The fair question is "what's my actual bottleneck?", then answer accordingly.
Can I migrate from Dubsado to Quotify (or vice versa)?
They're not direct replacements. Most teams that adopt Quotify keep their existing CRM/workflow tool and just add Quotify in front. If you're using Dubsado today and your front-of-funnel is working fine, you don't need Quotify. If it isn't, adding Quotify is much smaller than ripping out Dubsado.