Recorded client sign-off
Timestamped, version-bound approvals through a link — no client account needed.
Comparison · Proofmark vs Dubsado
Proofmark vs Dubsado for Client Delivery
Dubsado is genuinely good at what it's built for. This page is an honest look at where Dubsado fits, where Proofmark fits, and when you'd use both.
What Dubsado is actually for
Dubsado is a deeply customizable client management system: intake forms, workflow automations, canned emails, schedulers, proposals, and invoicing. Businesses that invest setup time get powerful automation across the client lifecycle. Delivery, again, is the thin part: Dubsado moves clients through your process, but it doesn't gate final files on payment, hash deliverables, or record approval against the actual work.
Who this is for
- Freelancers deciding how to deliver final client work
- Current Dubsado users hitting its limits at handover time
- Studios formalizing approval-and-payment gates
- Anyone comparing delivery workflows before committing
How it works
- 1
Create the project handover
Client, scope, and deliverables in one place, with a signed agreement if you want one.
- 2
Send one link
Your client reviews previews and signs off — recorded with a timestamp against the exact version.
- 3
Payment unlocks finals
Payment-gated files stay locked server-side until you confirm payment.
- 4
Keep the proof
Certificate with SHA-256 hashes, a public verification URL, and a full event timeline.
Payment-gated delivery
Final files unlock when payment is confirmed. Enforced at download time.
Proof certificates
Verifiable records of approval, delivery hashes, and payment state per handover.
Revocable access
One click cuts off a handover link and its downloads, instantly.
Proofmark vs Dubsado
Where each tool concentrates its value:
| Dubsado | Proofmark | |
|---|---|---|
| Built for | Client workflow automation and CRM | The delivery gate: approval → payment → unlock → proof |
| Setup | Powerful but famously long to configure | First handover link in minutes |
| Forms & intake | Extensive form builder | Client intake forms included, delivery-focused |
| Work approval | Proposal acceptance, not deliverable sign-off | Version-bound recorded sign-off with timestamp |
| File delivery | Attachments | Private, payment-gated, hashed, download-logged |
| Delivery proof | None | Verifiable certificate + proof packet |
If you've invested in Dubsado automations, keep them — they're doing a different job. Add Proofmark where Dubsado stops: the moment work is reviewed, paid for, and handed over with proof.
Frequently asked questions
Dubsado has forms — why does Proofmark have forms too?
Proofmark's intake forms feed its delivery pipeline (new client → project → handover). If your Dubsado intake works, keep it and use Proofmark from project kickoff onward.
Can Proofmark automate my emails like Dubsado?
No. Proofmark sends the notifications the handover needs and stays out of general marketing/automation.
Is Proofmark faster to set up?
Yes — there's nothing to configure beyond your branding. Create a project, upload files, send the link.
Send your first handover link in minutes
Free plan includes one full handover — approval link, payment-gated files, and a proof certificate.
Create your free account