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.