- Go to Estimate Requests from the left sidebar menu.
- Click “New Request Form”.
- Set:
- Form Name (e.g., Website Quote Form)
- Assigned Staff (who should be notified)
- Email Notifications if you want alerts for each submission.
- Redirect URL after submission (optional)
- Customize form fields:
- Use drag & drop to add fields like text input, dropdowns, date pickers, etc.
- Common fields include: Name, Email, Phone, Budget, Description of Request
- Set Terms & Conditions if needed.
- Save the form.
How to Create a New Estimate Request Form
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