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Locatelli_GustavoPerguntado em 22 de julho de 2024 às 15:00
Boa tarde, gostaria de verificar se é possivel criar um Formulario para orçamento.
Nele preciso manter as clausulas prontas e deixe os campos variaveis como ( identificação do cliente) ( preço de honorários e forma de pagamento) para que eu possa preencher e após encaminho com as informações prontas para o cliente ter acesso e assinar que leu o documento e aceita a proposta.
Ideia é agilizar o processo do envio para eles.
Gostaria de criar do zero, é possível?
Grata pelo retorno.
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Gaud Jotform SupportRespondido em 22 de julho de 2024 às 18:06
Hi Gustavo Locatelli,
Thanks for reaching out to Jotform Support. Our Portuguese Support agents are busy helping other Jotform users right now, so I'll try to help you in English using Google Translate, but you can reply in whichever language you feel comfortable using. Or, if you'd rather have support in Portuguese, let us know and we can have them do that. But, it might take a while until they're available again.
Now, coming back to your question, here is a link of the budget template you can check it out. You can customize it as per your requirements. Do note that you can use the prefill feature as well. But, prefill feature doesn't support the 'Jotform's Sign Automation and the input table'. Let me show you how you can use it:
- Open your form in Form Builder, and in the orange navigation bar at the top of the screen, click on the Publish button. That's it.
- Choose Prefill, then use the Manual Prefill.
- Fill out the details on behalf of your form filler.
- click on the Top right side + Create button. Then share this link with your form filler, that's it.
- Select three vertical dots, and choose Send Invitation. That's it.
Here is a demo form you can check it out. This guide will show you how you can clone a form using any form URL.
Let us know how it goes.