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.
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.