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.

Sales Quote and Sales Proposal Software - Adding a Form to a Sales Quote - illustration 1

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

Sales Quote and Sales Proposal Software - Adding a Form to a Sales Quote - illustration 2

Related User Guide Topics

Adding a Form to a Sales Quote

5 Mar 2020

QuoteCloud provides the ability to add forms into sales quotes allowing you to collect the information you need to win the deal.

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. Ensuring you have all the information you need.

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.