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Jennifer-DF
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Member since ‎Jan 8, 2025
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Jennifer-DF
Member
January 09, 2026
Reply to Updates to Quote Creation Process
Hi, That's great news, but I'm not seeing that in our system. Is there something we need to do to activate this feature? Thanks
Jennifer-DF on September 23, 2025
Dependent Fields Collapse When Editing
When editing a form, it is possible to "open" (or uncollapse) dependent fields. This is very helpful when reviewing and editing. However, the dependent fields seem to close (or collapse) after a number of actions like adding a dependent field or m read more
Reply Idea Forms
0 upvote
0 Reply
Jennifer-DF on September 23, 2025
Reorder Dependent Fields on Form
Please create the ability to reorder dependent fields on a form. Currently when you add a field it can only be added to the bottom of the list. If you realize you missed a field or want to add one anywhere but as the last field, you have to delete read more
Reply Idea Forms
0 upvote
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Jennifer-DF on September 19, 2025
Hide Quote Module in Creation UI
If a module is hidden in the quote template, it should also be hidden in the creation UI. It is confusing to users to be able to enter information in the field, but not have it appear on the quote. For example, we have a template for proposal wher read more
Reply Idea Deals Products and Quotes
0 upvote
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Jennifer-DF on September 17, 2025
Updates to Quote Creation Process
It would be much more effective for us to have the Template & Details page of the quote creation process at the beginning rather than the end. When creating a quote, these are the first things that we need to set (particularly the template and read more
Reply Idea Deals Products and Quotes
1 upvote
2 Replies
Jennifer-DF on July 28, 2025
Adding Custom Lead Properties to Forms
I was very excited to see that we can now create custom properties for leads. This will make it much easier for us to create forms that generate leads. However, Leads is not an object available for use in forms under Existing Properties. It would read more
Reply Idea Forms
4 upvotes
3 Replies
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