Configuring a Form to allow Multiple Rows 


There are two main types of form submissions, these are Single submission, where the sales quote recipient can only fill in the form once; and multiple submissions, where the sales quote recipient can fill in a form and submit multiple times; each submission is inserted into the approved sales quote.

By default, a new form inserted into a sales quote by the sales consultant will be configured as a single submission form; this user guide explains how to change this to allow a sales quote recipient to make multiple submissions.

 

First, create or edit a sales quote. 

Click on the  + Insert button and then select the option Add Form.

Sales Quote and Sales Proposal Software - Configuring a Form to allow Multiple Submissions - illustration 1

Click on the cogs icon on the green Form tab bar, as shown below.

Sales Quote and Sales Proposal Software - Configuring a Form to allow Multiple Submissions - illustration 2

Click on drop-down Form Submission Settings and choose either:

a) Single Form per Recipient, or
b) Multiple Forms, i.e. each sales quote recipient can submit many form submissions.

Sales Quote and Sales Proposal Software - Configuring a Form to allow Multiple Submissions - illustration 3

No visible changes will be made to the form on the Sales Quote Editor. However, when the sales quote recipient completes a form, there will notice a Submit button, saving the completed form data and allowing them to create another form submission.

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