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Company Proposals

Description

Quotations form template. The resulting bridge will convert form submissions into quotations linked to new companies.

Form layout

Blueprint of the template’s form

Company Proposals

Wizard

Schema of the wizard steps and its fields

Backend

  • Name
    text
  • API key
    text
  • Base URL
    url

Form

  • Form title
    text

Bridge

  • Thirdparty type
    select
  • Prospect status
    select
  • Product
    select
  • Bridge name
    text