Need to create Insurance quote system form.

  • Profile Image
    Kai 
    Asked on October 13, 2019 at 06:49 AM

    Hi 

    It's an insurance quote, we got thousands of breeds we covering that have to be matched with age, sex, and breed.

    We've got prices on an excel sheet for these variables, can we get it close using jotform because we'd like to integrate jot form with software like salesforce or Zoho to build profiles. 

    The challenge that we see is how to build a logic form that processes the above variables with a matching price? 

    I have included a link as an example of a quote form, and also dropbox link below of the form design we have in mind: 

    https://www.dropbox.com/sh/b9bz6adtr8028mj/AAB9a2GpORtBmI9X0fv-GQwaa?dl=0

     

    Looking forward to hearing back from you. 

     

    Kind regards,

    Molham

  • Profile Image
    BDAVID
    Answered on October 13, 2019 at 09:41 AM

    Thank you for contacting us. I have checked your screenshots. You can build your form similar to the one in the screenshots.

    You may try creating the form in the Cards layout:

    1570973824cards.png

    This layout has the option to add an Image Choice field:

    1570973913imagechoice.png

    And if you want to set up a payment field to show the products and calculate the total, please check this guide: https://www.jotform.com/help/165-Setting-Up-Your-First-Order-Form

    In regards to integration with Salesforce, please check this guide: https://www.jotform.com/help/271-Flexible-Data-Integration-With-Salesforce

    And also check this guide  to integration with Zoho CRMhttps://www.jotform.com/help/409-How-to-Integrate-JotForm-with-Zoho-CRM

    Let us know if you need more help, we will be glad to assist you.