QuoteCloud provides the ability to add forms into sales quotes. This is a useful feature when it is important to collect information when customers approve a sales quote.
This feature appears in the Sales Quote Editor after subscribing to the Form Builder plugin extension in QuoteCloud.
To begin building a form, create or edit a sales quote.
When in the Sales Quote Ediotor, click on the orange + Insert button and then select ‘Add Form’, as shown below.