Easily create a proposal by selecting the items requested by the customer. Follow the steps in this Help Center post!
No MoreApp account yet? Sign up here.
This feature is available in the Leaf, Branch, Tree and Forest plan. Visit our Pricing page.
1. Create a form
Go to the Forms page on the MoreApp Platform. Click on + Create new form. Select our Proposal template or start with a blank form to drag and drop the desired widgets that you need to capture general information.
Add a Radio-widget to your form. Add the product as Label and add the different options as Options.
Enable the Advanced mode. Enter the price of the product at ID and add the name of the product at Email label.
Repeat the steps above for other products.
Add a Calculation-widget at the end of your form. You can find this Pro widget under the Pro tab. Give the widget a name at Label and select sum up as Operator. Select the Radio-widgets at the Calculation Terms. Check the box: The calculated value is a price and select the Currency.
When done. Click Save and Save & Publish.
4. Test your form
Test your form by filling it out. You’ll see that the price is calculated right away!
5. Check the PDF
After you've filled out the form you’ll receive the PDF in your inbox. The PDF looks like:
Want to stay up to date with our latest tutorials? Go to YouTube and hit the Subscribe button!