You can use custom fields on your QuoteMachine documents to create a space for your customer to fill-in some of their own information. This can be a good way to get customer notes, ask them for more details about a project, etc.
Setting things up it's very simple, watch the quick video below to see how.
New Update: you can also make these custom fields required so that your customers don't forget to fill out important information that you need
To do this, you can simply select the "Required" checkbox when adding a custom form to any of your documents as shown in the screenshot below:
