HELP

How do I create a quote or estimate form?

· 1 min · Updated 28 August 2025

Hopefully you’ll find our software intuitive, but we built it, so we’re probably bias. Anyway, we have a couple of guides…

Video walkthrough

We’ve created a short video walkthrough that shows the steps in order to create a form. We used a basic kitchen installation quote as the demo, but really it’s just to show how to use a few of the inputs types and isn’t comprehensive.

https://www.youtube.com/watch?v=LxGleBxMqOo&t=4s

Product tour

We’ve also added a product tour directly in the form builder to guide you through the steps required to get your form up and running.

Please see Figure 1 below with the product tour highlighted in red.

Product tour highlight

Figure 1