Apply onboarding template in Keeper for signed Dubsado project

Apply your onboarding template to clients in Keeper once their project status updates in Dubsado. This ensures faster onboarding and a smoother transition for new clients after their statement of work is signed.

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Overview

Apply your onboarding template to clients in Keeper once their project status updates in Dubsado. This ensures faster onboarding and a smoother transition for new clients after their statement of work is signed.

Apply onboarding template in Keeper for signed Dubsado project