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 + button located between every content block while working in the Sales Quote Editor and then select Form at the very bottom.
A new form block will be added and a content editor toolbar will appear at the top of the Sales Quote Editor.
To begin inserting data fields into a form, click on the Add Field button and select Content Block.
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.Â
Related User Guide Topics
Styling a Form
12 Mar 2022
QuoteCloud provides the ability to style a form in a variety of ways including; Submission Settings, Label Type, Input Type and Border.
Configuring a Form to allow Multiple Submissions
12 Mar 2022
There are two main types of form submissions, these are Single submission, where the sales quote recipient can only fill in the form once; and multiple submissions, where the sales quote recipient can fill in a form and submit multiple times, each submission is inserted into the approved sales quote.
By default a new form that is inserted into a sales quote by the sales consultant will be configured as a single suibmission form, this user guide explains how to change this to allow a sales quote recipient to make multiple submissions.
Sorting Data Items in a Form
12 Mar 2022
QuoteCloud provides the ability to build unlimited forms to collect information when customers sign-off your sales quotes. The ?Forms? tab is a feature that will only appear on your Sales Quote Editor if you have subscribed to the plugin extension on QuoteCloud.
Adding Content Blocks to a Form
12 Mar 2022
QuoteCloud gives the option to add a 'Content Block' to any form. This feature helps to display any block of content and/or text that may wish to be communicated.
Allowing Multiple Data-Set Submissions for a Group of Input Fields
12 Mar 2022
QuoteCloud gives the option to add multiple rows to any data entry. This feature makes it easy to format content vertically. In addition, multiples rows can be added within a specific field set using the Sales Quote Editor.
Splitting a Row in a Form into Multiple Columns
12 Mar 2022
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.
Making a Data Item Mandatory (*)
12 Mar 2022
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.
Inserting a Data Field onto a Form
12 Mar 2022
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.