Splitting a Row in a Form into Multiple Columns


There are instances where it makes send to position two or three input fields in a row.  For example, if you have a first name and last name in your form, it may be a good idea to have these two data items next to each other on one row.

Create or edit a sales quote, and insert a form.  Click the  + Insert and then select ‘Add Form’ as shown below.

Sales Quote and Sales Proposal Software - Splitting a Row in a Form into Multiple Columns - illustration 1

A new Form Content Block will be added, as shown below.

Click on the green + Insert button. 

Now select the option 'Field Set'.

Sales Quote and Sales Proposal Software - Splitting a Row in a Form into Multiple Columns - illustration 2

A new 'Field Set Label' will be added to the sales quote, as shown below.

Sales Quote and Sales Proposal Software - Splitting a Row in a Form into Multiple Columns - illustration 3

Next, click on the Columns icon, as shown below.

Sales Quote and Sales Proposal Software - Splitting a Row in a Form into Multiple Columns - illustration 4

As shown below, a drop-down of icons will appear; these icons indicate the number of columns to set for this field set group.  Select the number of columns you want for this fieldset.

Sales Quote and Sales Proposal Software - Splitting a Row in a Form into Multiple Columns - illustration 5

In our example below, we have selected  3 columns.

Sales Quote and Sales Proposal Software - Splitting a Row in a Form into Multiple Columns - illustration 6

It is now possible to add input fields into each column.

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.

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