With Travefy, you can create branded proposals and quotes and your clients can "Approve" them. If you need your clients to choose from different options within the Proposal, the Forms tool will allow you to customize options for clients to choose from. This FAQ will walk you through how to create a Form and add it to a Proposal or quote.
Step 1: Create the Form
First, you will need to create a Form in your Travefy account to share with your client.
To create a Form, click into your Library and then choose +New Library Item and select Form.
Once you create a new Form, you can title the Form and add your questions. You can use each question as an option for the Proposal. See the example image below for ideas:
Once you have completed the Form, you can click Done Editing and it will be automatically saved to use in your Library.
Step 2: Adding the Form to a Proposal
Once you have created the Form, there are a couple of different ways to share it with the client. You can always send the Form directly in the Form Module in your Library or copy the URL link and send that to your clients outside of Travefy.
In this tutorial, we'll show you how to attach it to a Proposal or quote directly.
To do this, you will want to copy the URL of the Form, which can be found in the form, and click "Send Form". Here's where to find it:
You can then paste that URL within the Proposal. See this FAQ on how to add URLs to different areas in a trip. In this example, we will add the URL to the Trip Description of the Proposal. Here's how to access the Trip Description area:
First, choose to edit the Proposal
Click "Settings" at the top
Add URL to Trip Descrtipion
You can press the Link button and paste the Form URL in there and give it a title to create a button. Like this:
It will appear on the Proposal like this when your client views it:
If you have any questions at all, please email us at email@example.com and we can help!