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.
For your industry
Sales Quotes for Telco
Sales Quotes for Trade Services
Sales Quotes for Travel
Sales Quotes for Marketing Services
Sales Quotes for Accounting
Sales Quotes for Home Construction Companies
Sales Quotes for Web Developers
Sales Quotes for Education Services
Sales Quotes for Events
Sales Quotes for IT Services