Can I upload Pricing Sheet to prefill form?

  • Profile Image
    Lambert_Guy
    Asked on November 29, 2021 at 04:30 PM

    Hi There,


    I am looking to create a pricing/quoting tool for a client. They are in the trade industry and have many items they may include in a quote and also often need to create variations later in the job.

    They have all their prices in an eXcel sheet at the moment. Is it possible to upload the sheet and make it part of a form? Is there a limit on the number of items they can have?

    Thanks for your help


    G

  • Profile Image
    Amin
    Answered on November 30, 2021 at 12:52 AM

    Hi there,

    Thanks for reaching out to us!

    This is actually possible following these two steps:

    1. Importing the sheet into Tables.
      Related guide: How-to-import-data-in-jotform-tables
    2. Prefilling your form using imported data from Tables.
      Related guide: How-to-prefill-form-fields-with-data-from-other-tables-with-table-prefill

    Should you have any further inquiries, we will be more than happy to help.