Build Request for quote form
Estimated reading: 3 minutes
345 views
This article will guide you how to build a Request for quote form on your site.
Steps to manage
1. Open the app > click RFQ Formbuilder
2. Configure Product column(s) and multiple fields in your form
3. After editing the formbuilder, click Save
The RFQ Formbuilder includes the following parts:
Show Price/SKUS and other information of products
- Click right tab Settings > Product column(s)
- Tick on the product data you want to add to the form
Add a new field to the RFQ form
- From the left sidebar of the app, click Elements > Add element
- Select an element you want to add in the list of all elements
Edit a field
- Click element you want to adjust
- Admin can add values for each field’s settings. Let take the “Name” field as an example
- Label: Admin adds the field label.
- Help text: Admin adds help text for this field.
- Placeholder: Admin adds placeholder text for this field.
- Class: This field is used to add a custom coding class. You can ignore this field if you do not have coding skills.
- Name: The value of this field will be created automatically by our app. This unique ID will be considered as a variable in order to put into Email notification content.
- Max length: Enter the maximum allowed characters for the value of this field.
- Required: Tick on the checkbox if it’s a mandatory field.
- Column width: select to change the size of the column
Duplicate a field
Admin clicks on this below button to duplicate an existing field:
Delete a field
- Click on the element you want to delete
- Scroll down and click Remove button to delete the field
Reorder the fields
Sort the elements by clicking and pulling the element up and down
If you do encounter any difficulty while proceeding these steps, don’t show any hesitation to contact us promptly via the email address [email protected]
We are always willing to help with all sincerity!