Tables feature for customer quotes

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    Asked on October 27, 2020 at 03:39 PM


    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?



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    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:

    You may also manage the columns to be shown in the table view before sharing:

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