Creating a Form

Create a new quote form from scratch.

Forms are how your customers send you the details you need to quote them. Here's how to create a new one.

Creating a new form

Adjust settings for customer embedded quotes

  1. Once logged into Quotamation, click Settings on the panel on the left side of the screen
  2. Go to Agency Settings
  3. Click Embedded Quotes

Next steps

Once your form is set up, you can customize its questions and change how it looks.

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