Client Input Forms 101 - Add, Edit and Delete
So you’ve created a killer proposal, sent it and closed that deal - look at you go, you’re a pro! But now you’ve hit a roadblock (uh oh!), and need to collect some important information to seal the deal. Well, we have your back my friend. If you are a Grande user (or above) our new client input forms will allow you to collect that extra client information. All for the sake of helping you streamline the closing process.
On top of the signature, many deals may need extra information. This could be a billing address, important names, important dates, and frequent customer/invoice numbers. Or if your curious about what's on your customers mind.
Including fillable forms allows you to collect that information the moment the proposal is being signed. This will save you from having to hunt the customer down to get started (you're welcome).
Please Note - We won't allow the form tool to enter credit card information. We've decided to leave credit card collection to the professionals and integrate with Stripe.
Adding the Fillable form
You can find the option to add a fillable form with the proposal’s editor page. Find the signature button near the bottom corner of the right-hand menu (That is the pen looking icon). Click the “signature” button and you will see the option for input forms.
The first thing you’ll want to do is assign the form to your client from the drop-down menu. Once you assign the client, click and drag the “fillable form” button, as you would do for a signature box or initials. As you would do with a signature box, you can click and drag the fillable form box and position it on your proposal.
NOTE: If you need more than one client to fill a form in the proposal, you can assign them to a second box. Like adding two signatures to one proposal.
Now you’re ready to fill out the questions! From the right-hand menu, click inside “title” to include your question/thing that needs filling.
Edit A Form
You've laid the forms down and ready to make some edits. First, you’ll want to Go to a proposal’s editor page and find the form you want to make changes to.
Click on the form. Once selected, the right-hand menu will change to show options related to that form. You will see the fill box under “title” to edit the question in the fill box. This is where you will make edits to the content.
Once you click into the form, you will see options with checkboxes appear. One that will make the 'Form mandatory'. Which will have to be complete before signing and accepting, and a box to allow many lines of text. You'll see this under the "content” box.
Mandatory Fields - If you check the box to make this field mandatory, your client must answer the question before the deal can get signed. If the box is unchecked, the client is not required to fill out to form.
Pro Tip: Non-mandatory fields should be put above signatures to make sure the client will see them and get filled out.
Allow Multiple Lines -
As a default, the form box is one continuous line. This is perfect for getting one-word answers for any extra information. If you click to allow multiple lines, the form field will act more like a text box. You can resize it and allow for new lines!
Delete A Form
You’ve added your forms, and decided, “Y’know, this isn’t necessary.” Well no worries, this is why there are pencils on erasers.
You can easily delete a form by going to the proposal editor page. Click on a fillable form that you wish to delete. Click on the trash bin icon at the top of the form, or hit backspace/delete on your keyboard to remove it.