Adding a Form to a Sales Quote

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.

In the Sales Quote Editor, click on the orange + Insert button and then select ‘Add Form’, as shown below.

A new Form Content Block will be added, as shown below. A sales consultant can add many forms to a sales quote if required.

Related User Guide Topics

Adding a Form to a Sales Quote

5 Mar 2020

QuoteCloud provides the ability to build forms to collect information when customers sign-off a sales quotes. The ?Forms? tab is a feature that appears on the Sales Quote Editor after subscribing to the plugin extension on QuoteCloud.

Inserting a Data Field onto a Form

5 Mar 2020

QuoteCloud gives the option to add a data field onto a form from a variety of data input options. This feature makes it easy to format a sales quote to allow the form to include any user information.

Making a Data Item Mandatory (*)

5 Mar 2020

QuoteCloud gives the option to make a data item mandatory. This is done to ensure that any required piece of information needed is uploaded by the recipient. Once a data field is made mandatory using the Sales Quote Editor, a red asterix (*) will appear next to the data item.

Splitting a Row in a Form into Multiple Columns

5 Mar 2020

QuoteCloud gives you the option to split a row into multiple columns. This feature makes it easy to format content side by side. In addition, the Sales Quote Editor also provides you with the ability to split a row into multiple columns within a specific Field Set.