Form Archives - Insuredmine

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

Edit restriction for PL Rating, QuoteRUSH, and TurborRater forms.

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

Send notification to contact after form submission.

Description – The feature will send an email notification to the contact and the response when a form is submitted. Use Case – The contact

X Date field in form automation

Update – X Date added as an option under the pipeline setting of forms Use case – Auto-populates X Date information in Contacts/Accounts Process:

The static field in the form automation pipeline setting is updated

Update – Added 2 new static fields to the form automation pipeline setting. Use case – Easier to set the preferred mode of communication and

PL Rater and QuoteRush now added to Forms

Update – Auto and Home quotes templates added to the forms. Application – Sync options added for PL Rater and QuoteRush to effortlessly reconcile forms

Static Field Mapping in Form Fields Mapping

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

Sorting in Form

Now you can sort the forms by Form Name. To view the enhancement: Navigate to Forms Click on the sort sign next to the

Mark Form as Favorite and Filters

Now you can mark a form as favorite and filter all your favorite forms from the form list. Note: This feature will work separately

Deal Category Mapping in Form Automation

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

Customize email response after form submission

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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