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Company deals

Description

Quotation form templates. The resulting bridge will convert form submissions into deals on the sales pipeline linked new companies.

Form layout

Blueprint of the template’s form

Company deals

Wizard

Schema of the wizard steps and its fields

Backend

  • Name
    text
  • API Key
    text

Form

  • Form title
    text

Bridge

  • Deal name
    text
  • Owner email
    select
  • Pipeline
    select
  • Deal amount
    number
  • Bridge name
    text