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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
    string
  • API key
    string
  • Base URL
    string

Form

  • Form title
    string

Bridge

  • Third party type
    options
  • Prospect status
    options
  • Product
    string
  • Bridge name
    string