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leadershiptopixAsked on April 15, 2024 at 4:42 PM
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Anna JotForm SupportReplied on April 15, 2024 at 4:49 PM
Hi J.R,
Thanks for reaching out to Jotform Support. You can use the Manual Prefill feature to create different Prefills for each client. Let me show you how:
1. In Form Builder, in the orange navigation bar at the top of the screen, click on Publish.
2. Click on Prefill on the left side of the screen and select Manual Prefill.3. Click the +Add New Prefill button.
4. Prefill the fields that you want then either directly send the Prefilled form to your sales team using the Send Invitation button on the upper-right side of the page or click the Create button to manually send this Prefill form at a later time.That's it. You can also check out this guide on How to Prefill Form Fields With Data You Provide with Manual Prefill.
Give it a try and let us know if you have any other questions.