You can use Custom Fields on your QuoteMachine documents to create a space for you to collect information from your customers while they are viewing their quote. This Custom Form can be a good way to get customer notes, specifications, or other details your customer might need to provide about the project.
Creating a Custom Field
Log into your QuoteMachine account
From the left-hand menu, click on Sales Tools
From the top menu, click on Custom Fields
Click the Add custom field button
Name : Give your custom field a title
Available from : determine which type of document you add the custom field
Field type : determine which type of data to collect
Text : A single line of text, good for short-form information
Multi-line text : A paragraph of text, good for long-form information
Date : A date selector for day, month, and year
List : A custom list of items to choose from
Add choice : add the choices to select from
Image : An image upload tool
Click Save custom field to continue
Selecting documents under the Available from field will add the Custom Field to the Project Details section of those forms. Leaving the field blank will add it to the Contact Details section.
Adding the Custom Field to Documents
In the case where you wish to have your Customer provide you with the details from the Custom Fields you created, you will need to add them to the Document Template.
From your QuoteMachine account
From the left-hand menu, click on Sales Tools
Under the Branding tab, select the Document Template you wish to work on
Click Edit Content on the template you wish to edit
Hover above the section you wish to add the field to and click + Add
Select Custom Field, and a popup will appear
Select custom field : Choose a pre-existing Custom Field
Displayed text : Determine the title displayed for the Custom Field
Field width : Determine field width. 12 is full width and 6 is half.
Required : Determine if the customer must fill-in this field to save the document
Click Save
Where will the information be available?
Opening the document (Quote, Order, or Invoice) in question, you will find the information your customer filled-in under the Contact Details section.
