undefined - Adding a Form to a Sales Quote - illustration 06a6cdda-2e0c-4345-a3de-6be30f5393ad

Adding a Form to a Sales Quote

placeholder image

QuoteCloud provides the ability to add forms into sales quotes. This is a useful feature when collecting information from your customers.

To begin building a form, create or edit a sales quote.

In the Sales Quote Editor, click on the Insert button and then select Form.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Adding a Form to a Sales Quote - illustration 6bcc1780-5791-44b5-8b5f-dc21ea3aed64

A new form content block will be added. You can drag and drop blocks and fields into your form to customize its appearance and the type of information you collect from your customers.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Adding a Form to a Sales Quote - illustration 3b468d44-58c5-4d49-a858-837e06d698a3
Alternatively, you can also click on the Add Field button.
QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Adding a Form to a Sales Quote - illustration bad106b8-0c0e-4a6d-85b8-da0679f98a07

As an example, below is 2 Field Sets for Personal Information and Order Details.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Adding a Form to a Sales Quote - illustration c70bf7e1-161f-4b45-872b-8126d498114a

Related User Guide Topics