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Custom Form(s) Section

Similar to our custom discovery questions this would be a dedicated section where teams could add questions or even supplementary Lines of Business that are important to your agency.

We are working towards additional Lines of Business but this may be a great option for some flexibility in the meantime.

These would all export to a single PDF with very straightforward question and answer style.

Status: 💭 Planned

This request was merged into another request

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