How to Create a New Estimate Request Form

< 1 min read

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.

Updated on May 1, 2025

What are your Feelings

Happy
Normal
Sad