Remove shared form handling similar to email templates
With this update, when a user shares a form with other agents, those agents now have the ability to remove the form from their accounts
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▪️ Create ▪️ Share ▪️ Edit ▪️ Import
With this update, when a user shares a form with other agents, those agents now have the ability to remove the form from their accounts
Description Edit restrictions are placed on forms created using the PL Rating, QuoteRush, and TurboRater form templates. Benefit- The new feature of edit restrictions on
Description – The feature will send an email notification to the contact and the response when a form is submitted. Use Case – The contact
Update – X Date added as an option under the pipeline setting of forms Use case – Auto-populates X Date information in Contacts/Accounts Process:
Update – Added 2 new static fields to the form automation pipeline setting. Use case – Easier to set the preferred mode of communication and
Update – Auto and Home quotes templates added to the forms. Application – Sync options added for PL Rater and QuoteRush to effortlessly reconcile forms
Now you can add any static value to any form. If any lead fills in data while completing the form and submits it, the deal
You can now share and unshare access to the forms for any agent just as you do in google docs. To view enhancement: Navigate to
Now you can sort the forms by Form Name. To view the enhancement: Navigate to Forms Click on the sort sign next to the
Now you can mark a form as favorite and filter all your favorite forms from the form list. Note: This feature will work separately
You can map the deal category while setting up form automation. So, all the categories that are mentioned while setting form automation will be mapped
Now you can customize the email response that will be sent to the clients via automation once they submit the form. To set the
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