Step 3 - Create your own forms
If the built in forms are not enough, its a simple process to create your own. Just email yourself a PDF of a form you'd like to use and follow the steps in the video. It's easy! Layout the fields you want to right on top of your existing form. Add price lists with your standard services and link them to a text field, and have the price automatically added when ever you select that service. Add simple calculations to sum up you proposal; even add a signature field for customers to sign on the spot! It's all spelled out in the video. Anyone can do it!