Dubsado's Form Builder
How we provided small business owners with the flexibility and control they need to build forms that create lasting client experiences.
Role: Product Designer
Team: 4 Engineers, Product Manager, Copywriter
Platforms: Desktop, mobile web
Who is Dubsado?
Dubsado is a business management software (CRM) designed to take care of administrative tasks for small business owners.
Full-screen editing mode helps business owners focus on one task at a time
Full-width containers gives forms more of a "landing page" feel
Added more flexibility and control to form elements and their settings
Adding elements inline allows for quicker form building
Conflicting priorities
During the redesign, we discovered we could not implement our desired drag-and-drop experience while also introducing the new inline editing feature. We had to choose which one to prioritize because we could not have both. Ultimately, we decided to prioritize the drag-and-drop experience because users relied heavily on it and it was the primary issue that prompted the redesign. Inline editing was considered more of a quality of life improvement and could be revisited at a later time.
How did this impact the design?
Rather than allowing inline editing with just one click into the element, users must click a pencil icon to enter “inline editing mode.” This approach worked even better than expected as it prevents users from making unnecessary errors with a bit of added friction when editing an element’s text.
Outcome
Upon initial release of the new form builder, we received an overwhelming amount of positive feedback from our business owners. It was clear to us that this was a highly-anticipated feature update. Within the first 24 hours of release, we even had ~25 users collect payments using our proposal form templates. Here are a few comments from happy users!
