Creating a form widget


Form widgets can serve multiple purposes, such as:

They are fully customisable and can be embedded onto your website.

Creating a Form Widget

  1. Navigate to Settings > Advanced > Form Widgets
  2. Select the +Add button at the top of the page
  3. Provide a name for the Form Widget
  4. Select the required template from the drop-down menu:
    1. Basic Templates can be used for data gathering i.e. instruction forms
    2. Conveyancing Quote Calculators can be used to gather information and produce quotes
  5. Create
If you select 'Conveyancing Quote Calculator' sample questions and fees will be created for you.

You then have the ability to:

  1. Customise your form widget
  2. Define your fees (if creating a quote calculator)
  3. Configure the form widget settings
  4. Link the form widget in email templates
  5. Embed the Form Widget onto your website

Existing form options

Once you have created a form, you have the ability to carry out additional tasks from Settings > Form Widgets:

  1. Use: Opens the form widget in a new tab
  2. Share: Share the form with a contact, enabling them to complete it within their mobile app
    This is a great way of allowing introducers to quote on your behalf.
    This functionality is only available to those using a custom branded mobile app. 
  3. Rename: Provide a new name for the form widget
    Renaming the form will break any existing links within your email templates.
  4. Edit: Opens up the form widget configuration page
  5. Clone: Creates a duplicate of the form
    This is a great way of updating your forms without changing those in use by your Stakeholders.
  6. Export: Downloads a code copy of the form. Use the Import button above the list to import the form
  7. Delete: Permanently deletes the form
    This action cannot be reversed.

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