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How to add a fillable form for your Web Versions of Proposals?

Focus:  The focus of this self-help article is to provide you information and steps on how to use add a fillable form for your Web Versions of Proposals.

What is a web form?  A webform, web form or HTML form on a web page allows a user to enter data that is sent to a server for processing. Forms can resemble paper or database forms because web users fill out the forms using checkboxes, radio buttons, or text fields. For example, forms can be used to enter shipping or credit card data to order a product, or can be used to retrieve search results from a search engine.  Source:  Wikipedia.org

Please note:  All third-party or self-written HTML code used from within Quote Roller must follow HTTPS protocol, using an unsecured HTTP protocol will not work properly with our software.  In this example, we will use a simple embedded form link method, however source code, iFrame, and other methods can also be used.  Web forms will not appear on your PDF version of your proposal.  The content area on Quote Roller’s web version is 600 pixels wide when creating the width for your web form. Quote Roller does not collect the form data. Only your form hosting company, will collect this data.  Many of the web form software services mentioned below integrate with our mutual integration partners.

Step 1:  Select a third-party web form software such as FormstackJotForm and WuFoo Forms.  In this example, we will use JotForm to illustrate how you can use an embedded HTML link from your web form service provider.

Step 2:  Create your form using a third-party web form software and copy the embedded link code and ensure to use HTTPS protocol.  Please see the image below for illustration purposes
How-to-use-a-third-party-web-form-using-an-HTML-content-block-step-2

Step 3:  Paste the embedded link code into your Quote Roller Template using an HTML content block.  Please see the image below for illustration purposes.How-to-use-a-third-party-web-form-using-an-HTML-content-block-step-3

Step 4:  Save and preview your template.  You will now see that your web form is working in your template.  We suggest previewing so that you can ensure the form does not need any additional changes made to it.  We also suggest sending yourself a test proposal to ensure it is functioning properly for your full needs.  Please see the image below for illustration purposes.
How-to-use-a-third-party-web-form-using-an-HTML-content-block-step-4

Have Questions, please feel free to contact us?
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Posted in: Templates