Step 3. Create forms

The form will be displayed once your client clicks the quote button on your website. It should include all the details that you need from your customer in order to prepare a quote for the given product.

Once your customer sends the quote, you will see the form’s completed fields in the quote panel. You can create as many forms as needed and then assign a form to an item. Read more about forms here.

In the “Forms” tab you will see the default form already created. You can edit and modify it as per your needs, clone it and then change it, or simply create a brand new form by clicking on the “+ New form” button.