360Onboard
vs Dubsado
Dubsado and 360Onboard both help you collect information, sign agreements, and get paid. Compare how each supports client work beyond the proposal, including access requests and deliverable reviews.
The features,
side by side.
Capabilities across available plans. Open any row’s details for the scope and source.
| Your agency needs |  | Dubsado |
|---|---|---|
| Questionnaires & intake | 360OnboardGuided questionnairesHow it worksCollect client answers in a flow alongside the other steps your agency needs. Explore this feature | DubsadoQuestionnaires & formsDetails & sourceCollect information using questionnaires and lead-capture forms. Read Dubsado’s documentation |
| Agreements & e-signatures | 360OnboardE-signature stepsHow it worksAdd an agreement to the onboarding flow and collect the client’s signature. Explore this feature | DubsadoContracts & signatures |
| Client file uploads | 360OnboardFlows & client filesHow it worksRequest files during onboarding and keep shared deliverables in the client portal. Explore this feature | DubsadoClient file uploaderDetails & sourceRequest files through questionnaires, proposals, or lead-capture forms. Read Dubsado’s documentation |
| Sell packaged services | 360OnboardOne-time & recurringHow it worksPublish service offers to selected clients or all clients. Connect the purchase to an invoice and a delivery template or playbook. Explore this feature | DubsadoProposal packagesDetails & sourceClients can select packages; the proposal generates an invoice from their selections. Read Dubsado’s documentation |
| Platform-access requests | 360OnboardGoogle, Meta & moreHow it worksUse Google account connections and guided sharing steps for Meta, websites, storefronts, and other supported platforms. Availability and approval steps vary by provider. Explore this feature | Dubsado—Not documentedDetails & sourceA provider-specific account-access request catalog was not established in the reviewed product pages. Read Dubsado’s documentation |
| Client portal | 360OnboardBranded for each clientHow it worksShare the client’s projects, files, conversations, services, and invoices in a branded portal. Portal availability and capacity depend on your plan. Explore this feature | DubsadoClient portalDetails & sourceClients can find forms, invoices, appointments, and project information. Read Dubsado’s documentation |
| Projects & tasks | 360OnboardTasks & milestonesHow it worksAssign work to your team or clients, organize projects, and request milestone approval. Explore this feature | DubsadoProjects & task boardsDetails & sourceOrganize project work, including tasks shared with clients. Read Dubsado’s documentation |
| Creative file reviews | 360OnboardImages, PDFs & videoHow it worksCollect annotations on supported images and PDFs, and timestamped feedback on video or audio. Keep comments with their original version. Explore this feature | Dubsado—Not documentedDetails & sourceFile collection is documented; image/PDF annotations and timestamped video reviews were not established here. Read Dubsado’s documentation |
| Website annotation | 360OnboardComments on the pageHow it worksPlace feedback on supported website review surfaces. Some websites block embedding or require a separate sign-in. Explore this feature | Dubsado—Not documentedDetails & sourceA native website-annotation workflow was not established in the reviewed product pages. Read Dubsado’s documentation |
| Invoices & payments | 360OnboardInside the client portalHow it worksCreate invoices, offer connected payment options, and record external payments with the client relationship. Explore this feature | DubsadoInvoices & payments |
| Recurring client billing | 360OnboardSubscriptions & invoicesHow it worksSell recurring services with supported auto-charge or auto-issue billing. Payment-provider setup and fees still apply. Explore this feature | DubsadoRecurring invoicesDetails & sourceSet up recurring invoices separately; they cannot currently be started from a flow or proposal. Read Dubsado’s documentation |
| External AI assistants · MCP | 360OnboardAcross the client workflowHow it worksConnect a compatible assistant to supported onboarding, response, task, message, file-review, meeting-note, service, and invoice actions. Tools follow account permissions. Explore this feature | Dubsado—Not documentedDetails & sourceWe did not establish a native external-assistant MCP server in the reviewed product documentation. Read Dubsado’s documentation |
Documented capability↔ Different approach— Not established in the reviewed docs
“Not documented” does not mean unavailable. Confirm plan limits and any connected tools you need. Official sources reviewed October 15, 2026.
Bring the whole
client workflow together.
Choose 360Onboard when the same client relationship needs guided access, creative feedback, projects, and ongoing conversations after onboarding.
See the complete workflowDubsado combines proposals, contracts, invoices, scheduling, and client portals for service businesses.
Explore DubsadoTry the same client in both.
Send a questionnaire and agreement, sell a service package, collect account access, and ask the client to review a deliverable.
Create the request, assign the task, review the file, and check what your AI assistant can actually do.
Find the next request, submit feedback, and locate the service and invoice.
Check team seats, portals, response limits, AI usage, and any extra tools or processing fees.
A few useful distinctions.
Can both platforms sell service packages?+
Yes. Dubsado lets clients select proposal packages. 360Onboard publishes client service offers with one-time or recurring billing and optional delivery plans. Compare the purchase and delivery process, not just whether a package has a price.
Where should an agency start its evaluation?+
Use one actual service as the test. Include the intake, agreement, account access, delivery tasks, feedback, and invoice so you can see which parts stay together.
Can we move our existing client work over?+
Start with a sample client and map your agreements, files, active tasks, and billing. Confirm the setup or import needed before moving live work, and keep your existing records.
Considering another platform?
Compare the same features across the other tools on your shortlist.
