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QuoteForms 2.0

Feature RequestQuoteForms

As part of the first phase of QuoteForm customization, QuoteForms will support the same configuration options available in RiskProfile.

This includes the ability to:

  • Apply custom labels to QuoteForm fields

  • Change required fields to optional

  • Make optional fields required

  • Show or hide fields as needed

These controls will apply to all QuoteForm fields, using the same custom labels, required-field logic, and show/hide functionality already defined in RiskProfile.

Posted by David Watson ·
Status: 🔒 In Closed Beta3 comments

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Comments3

  • David Watson changed status to 🔒 In Closed Beta
    Team•

    Aug 18

    Pinned

    Hi everyone 👋🏼

    We’re excited to let you know that the future of QuoteForms is now in Closed Beta.

    If you have requested to be part of the Closed Beta and have not received an invite know that we will be reaching out to you shortly 🎉

  • David Watson changed status to 🚧 In Progress
    Team•

    May 1

    Pinned

    We’re excited to let all of you know that this has been in progress and it’s looking great!

    I would love to get some early feedback from 3-5 agencies. If you would like to hop on a 15 minute call to take a look and provide feedback, feel free to grab a time here.

    https://cal.com/riskadvisor-davidwatson/quoteforms-feedback

  • David Watson

    Team•

    Feb 25

    Select a Team Member & Routing in QuoteForms