What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.

  • Profile Image

    Sales Order

    Asked by goalclicks on August 20, 2011 at 12:16 PM

    Is it possible to have my admin complete the sales order form, have it emailed (maybe a link) to the client. The client reviews all the info then completes the order?

    Can I then send an autoresponder after the client confirms the order?


    I think I have found my answer, seems I should allow for {editlink} in the body of the email. I'm still a bit confussed on two issues;

    Can I mask the actual link?

    If my salesperson completes all of the form I still desire the client to receive a confirmation email, go to the form and perform a final submission. Is this possible?



    Page URL:

  • Profile Image
    JotForm Support

    Answered by liyam on August 21, 2011 at 03:39 AM


    Yes, you can mask the actual link. Simply edit the email alert content using HTML and the link for the code should be <a target="_blank" href="{edit_link}">link here</a> or use the Insert/edit link tool in the WYSIWYG editor and enter {edit_link} as your Link URL.

    Please let us know if this is not what you're looking for.



  • Profile Image

    Answered by goalclicks on August 21, 2011 at 05:32 PM

    Thanks for the response - Part B of my prior question;

    (1) Have salesperson complete form

    (2) Have form automatically sent to client for review and client submittal

    (3) Client accepts and approves (submits order)

    (4) Receive confirmation form has been submitted

    (5) Client receives a thank you email

  • Profile Image

    Answered by brx250 on August 22, 2011 at 01:54 AM

    Hi there,

    Your question has already been answered through the other post you've made. Please refer to this thread http://www.jotform.com/answers/39654-Using-Jotforms-within-the-sales-process. Thank you. 


    Albert  JotForm Support