Streamline customer onboarding and data collection during quote acceptance by adding custom input fields directly into your quotes.
This is especially useful for gathering:
IBAN or Direct Debit details
Onboarding preferences or form inputs
Customer agreements or specific instructions
All fields can optionally map to your PSA’s Custom Customer Fields (UDFs), allowing automatic data syncing for internal use.
🛠️ How to Add a Custom Form to a Template
You can create a custom form widget directly inside a quote template, allowing you to reuse it across multiple quotes. The form will be shown to your customer during quote acceptance.
📍 Steps to Create
Go to Quotes > Templates
Open the template where you want to add the custom form
Add a Widget of your preferred place. choose Custom Form and click Insert
A form widget will be added.
✏️ Configure the Custom Form
Name your widget clearly: This name will be shown in the quote. Use something descriptive like:
Bank Details Form
Customer Onboarding Info
Payment Preferences
Optionally add introductory content or instructions above the form
Click Add new field
For each field, enter:
Field Name (e.g., “Account Number”)
Tooltip - A short help message shown to the customer
Field Type - Choose from Text, Dropdown, or Checkbox
UDF Mapping (optional) – Link the field to a Custom Customer Field in your PS
Mandatory: Enable this if the field must be completed to accept the quote
Click Save.
Preview the template before using it in a quote to make sure everything looks correct.
📄 Using the Form in a Quote
Once your custom form is added to a template:
When you create a quote using that template, the form will automatically appear in the quote
Customers will see the form during quote acceptance and will be prompted to fill in the required fields
🔗 About UDF Mapping
Custom fields in your form can be mapped to PSA-level Custom Customer Fields (UDFs).
These special fields allow the data customers provide to automatically populate your internal records (e.g., IBAN, VAT number, etc.)
UDF-mapped fields appear as inputs in the widget and will update the company profile upon quote acceptance
Only compatible field types can be mapped (e.g., text-to-text)
💬 Need Help?
If you need help setting up your quote widget or configuring UDF mappings, reach out via chat or contact support.