Custom Fields on documents

Create a custom form for your customers to enter in their own information.

Tom avatar
Written by Tom
Updated over a week ago

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:

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