Customer contact information is auto-filled from a separate CSV file. If a report is built for this form, it can be auto-emailed to a specified address (such as the office) as well as the customer and/or any other desired recipients.
This form template comes with an associated report, so you can quickly generate quotes and email them to customers automatically. An external CSV file saves your customer list, and auto-fills quote details.
Customer contact information is auto-filled from a separate CSV file. If a report is built for this form, it can be auto-emailed to a specified address (such as the office) as well as the customer and/or any other desired recipients.