Styling a Form


When creating a form in your sales quotes, there are options in the form setup that will allow the sales consultant to adjust the appearance of the input fields QuoteCloud gives the option to style a form. 

To begin, first, start by building a form in a sales quote.

In the sales quote editor, click on the orange + Insert button and select ‘Add Form’, as shown below.

Sales Quote and Sales Proposal Software - Styling a Form - illustration 1

A new Form Content Block will appear in your sales quote.  Hover over the Form Content Block, and \you will notice a green tab (toolbar) appear, as shown below.

Sales Quote and Sales Proposal Software - Styling a Form - illustration 2

Click on the Settings Icon (cogs), as shown below.

This will open the 'Form Settings'.

Sales Quote and Sales Proposal Software - Styling a Form - illustration 3

An options panel will appear displaying several configuration settings, as shown below.

Sales Quote and Sales Proposal Software - Styling a Form - illustration 4

Label Type - adjust to the way that the input field label displays:
a) floating - the input field label floats from inside the input field to above the input field when the sales quote recipient clicks into the input field, as shown below:

Sales Quote and Sales Proposal Software - Styling a Form - illustration 5

b) static (default setting) - the input field label remains static above the input field.

Input Type - this setting allows for two style settings for the input field:

a) underline: the input field is style with an underline 

b) boxed: the input field is styled with a border around the input field

Border Style - set the line style of the border; values are dotted, dashed, solid (default)

Border Width (in px) - set the width (in pixels) of the input field border

Border Radius (in px) - set a rounded corner radius for the input field border (in pixels)

Field Padding (in px) - set the amount of space between the border and the value inside the input field

Edit the form style settings and then click 'Save' in the bottom-left hand corner of the 'Form Settings'.

Sales Quote and Sales Proposal Software - Styling 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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