Making a Data Item Mandatory (*)

Some input fields in a form may be required when a sales quote recipient approves your sales quote. This user guide explains how to make an input field mandatory before a sales quote can be approved. 

First, start by adding a form to a sales quote in the Sales Quote Editor.

Click on the orange + Insert button and then select ‘Add Form’ as shown below.

A new Form Content Block will be added to your sales quote.

Next, hover the mouse pointer over your Form Content Block and click on the green + Insert button, as shown below.

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.

After inserting an input field, the sales consultant can adjust the label of the input field by clicking on the 'Text Label'. Overtype the default label that appears with a suitable label for your input field; for example (as shown below), the text label has been changed to "First Name".

Related User Guide Topics

Adding a Form to a Sales Quote
5 Mar 2020
QuoteCloud provides the ability to build forms to collect information when customers sign-off a sales quotes. The ?Forms? tab is a feature that appears on the Sales Quote Editor after subscribing to the plugin extension on QuoteCloud.
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. This is done to ensure that any required piece of information needed is uploaded by the recipient. Once a data field is made mandatory using the Sales Quote Editor, a red asterix (*) will appear next to the data item.
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.

Getting Started

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