Sorting Data Items in a Form

When adding input fields to a form, if you wish to move the position of that input field, you can drag and drop the input field to change the location.

First, create or edit a sales quote.

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

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

Add a few Input Data Fields to your form.  To add input fields, click on the green + Insert button, as shown below.

To move an input field, hover over the input field or, in particular, the move icon shown below.  While hovering your mouse pointer over the move icon, you can click and drag the input field around the form. 

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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