Tables feature for customer quotes

  • Profile Image
    Julie 
    Asked on October 27, 2020 at 03:39 PM

    Hi,

    We're looking for a solution to managing our customer quotes that includes data about the customer (much like some of your CRM templates) but also allows for an easy way to share short and longer text customer quotes. Is JotForm tables a potential solution for this? Is there a template for this or way your team would recommend it if it is a fit?


    Cheers,

    Julie

    Page URL:
    neosensory.com

  • Profile Image
    gerardw
    Answered on October 27, 2020 at 06:02 PM

    JotForm tables essentially show the submissions received for your form.

    Do you want to share your Tables view? If yes, you can check this guide: https://www.jotform.com/help/1010-how-to-share-your-jotform-tables-and-collaborate

    You may also manage the columns to be shown in the table view before sharing: https://www.jotform.com/help/1014-how-to-show-and-hide-columns-in-jotform-tables

    Please review and let us know if this is what you are referring to.