Inserting a Input Data Field into a Form (Types of Input Fields)


QuoteCloud gives the option to add a data field onto a form from various data input options. This feature makes it easy to format a sales quote to allow the form to include any user information.

To begin, first, start by building a form.

Click on the orange + Insert button located between every content block while working in the Sales Quote Editor and then select ‘Add Form’ at the very bottom.

Sales Quote and Sales Proposal Software - Inserting a Data Field onto a Form - illustration 1

A new form block will be added, and a green content editor toolbar will appear at the top of the Sales Quote Editor.

To begin inserting a data field onto a form within a fieldset, click on the green + Insert button located between every content block while working in the Sales Quote Editor.

Sales Quote and Sales Proposal Software - Inserting a Data Field onto a Form - illustration 2

A selection box will now appear, as shown below.

This selection box will display the available types of input data fields that can be inserted into a form; these are;

FieldSet - used to group a set of input fields to allow columns of input fields to be configured, and also allow multiple sets of data to be added by the sales quote recipient, e.g. enter the first name, last name, gender of students attending a course, the form would be required to allow multiple students attending.

Content Block - a text block added inside the form to provide the sales quote recipient instructions when completing a form.

Text - alpha/numeric "text" input field type

Number - numeric values only

Checkbox - a single tick box, e.g. "tick here to accept our terms and conditions."

Checkbox Group - a list of options where the sales quote recipient can select more than one option

Select - a drop-down list of values where a sales quote recipient can select a value

Text Area - an alpha/numeric input field type that allows more than one line of text, e.g. a comments input field in a form.

Radio - a list of options where the sales quote recipient can only select one value from the list.

Date - date value, with a calendar popup

Time - time value - with a time (clock) selector popup

Date and Time - Date and time input field with calendar/time selector popup

Address - address input field type

File Upload - The file upload feature will allow sales quote recipients to attach files to a form they submit when completing a form.

Sales Quote and Sales Proposal Software - Inserting a Data Field onto a Form - illustration 3

To add a data field onto a form, select any listed data inputs available in the Selections Box.

For this example, the 'Checkbox' data field has been selected in the Sales Quote Editor, as seen in the image below.

Sales Quote and Sales Proposal Software - Inserting a Data Field onto a Form - illustration 4

'Checkbox' data field will now appear in the form, as seen in the image below.

To edit the Checkbox title, click on the 'Field Label' and rewrite the appropriate title.

Sales Quote and Sales Proposal Software - Inserting a Data Field onto a Form - illustration 5

For this example, the Sales Quote Editor has been used to ask the user;

'Have you been experiencing any Flu-like symptoms?'

When filling the form, the user will either; check the checkbox if they have been experiencing flu-like symptoms or leave the checkbox empty if they haven't, as seen in the image below.

Sales Quote and Sales Proposal Software - Inserting a Data Field onto a Form - illustration 6

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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