(Custom) QuoteForms
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.
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Comments4
Oct 27
Pinned(Custom) QuoteForms are now in open beta 🎉
Custom QuoteForms are open to all agencies today.
It walks your prospect through intake one page at a time, built for mobile first. They can’t move forward without finishing each section, so the submissions you get are complete instead of half-filled.
Your current forms keep working. This is opt-in whenever you’re ready.
Admins/Account Owners can opt your team into the Beta here.
We can not wait to hear your feedback!
Aug 18
PinnedHi 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 🎉
May 1
PinnedWe’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
Feb 25
Select a Team Member & Routing in QuoteForms