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greenbay.nzAsked on November 2, 2021 at 9:51 PM
We would like to set up an online form purpose of asking customers a couple of basic questions to generate sales leads.
- Our sales send the form link via text to customer's phone.
- customer click and answer questions
- all questions answered generated into a report format for sales to send quote through via email.
Is this something you guys do?
Ryan
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David JotForm Support ManagerReplied on November 2, 2021 at 10:33 PM
Thank you for contacting us. Please check this guide to learn how to create your first form: https://www.jotform.com/help/2-how-to-create-your-first-web-form/
You can design your PDF report through the PDF editor: https://www.jotform.com/help/384-how-to-customize-pdf-submissions-report/
And attach it to the Notification and Autoresponder: https://www.jotform.com/help/503-how-to-include-submissions-as-pdf-attachment-in-the-email-notifications/
Then you can grab the form link to share it: https://www.jotform.com/help/401-where-to-find-my-form-url/
Let us know if you have more questions.