Can i build a quote form that references my own data sheet?

  • Profile Image
    Matthew Kresge 
    Asked on June 11, 2019 at 01:41 PM

    Hi there!

    Looking for a form builder that will allow me to create a life insurance quote template using data that i have in an excel spreadsheet. The user answers questions and at the end gets their "rate". Is this possible with Jot Form?

    Thanks!

  • Profile Image
    Alan_D
    Answered on June 11, 2019 at 03:16 PM

    Hello there!
    You can integrate your Excel file with Jotform by using our Spreadsheet to Form Widget. The widget is filling form fields with the values in the Excel file according to a key field. 
    Guide: How to Use the Spreadsheet to Form Widget
    Also, you can make calculations with using our conditions and some widgets to calculate the users' "rate". Please create your first form and contact us, whenever you have any questions.