Quote tables

Quote tables allow you to define a set of fees to be presented to the user.

Remember to save any changes before navigating away from the Form Builder.
For further guidance on configuring a quote within an InTouch form, watch our short training video!

Creating a new quote table

Only one quote table can be added per form.
  1. Select the Step you would like to add the quote table to
  2. Under Insert on the right-hand side of the form builder
  3. Select Quote Table

Creating a new fee

  1. Hover over the quote table
  2. Select Add Fee on the right-hand side
    1. Provide a name for the fee
      This will be displayed to the user completing the form.
    2. Provide a data marker for the fee
      1. The data marker must begin with 'fees'. E.g. fees.purchase.legal.fee
      2. Define the data marker on the relevant matter template
    3. Choose the correct tax rate from the drop down list
      1. Define the tax rate data marker on the relevant matter template
        This is always the original data marker with .tax at the end. E.g. fees.purchase.legal.fee.tax
    4. Provide the required fee calculation
      1. For fixed fees, input a numerical value, such as 100.00.
      2. For conditional fees, use a calculation.
        For example;{{#if property.price > 1000000}} 1000 {{#else}} 750 {{#endif}}
        This equates to: If the property price is more than 1,000,000 the fee is 1,000, otherwise it is 750.
    5. Choose whether to add a description
      This is a great way of explaining why a fee is being charged.
    6. Choose the account a receivable should be created under when the fee is quoted for
      This requires use of the InTouch accounting package. For further information please contact support@intouch.cloud.
      If the form is configured to require a review, the receivable won't be created until the form submission is accepted on the matter.
      1. Choose the Supplier the receivable should be assigned to
        1. If the fee is due to your organisation, select your organisation
        2. If the fee is due to a supplier, select Third Party
          1. Search your contact list to find the relevant supplier

Editing a quote table

  1. To edit a fee:
    1. Hover over the line item
    2. Select Edit
    3. Make the required amendments
    4. Select Done
  2. To reorder:
    1. Hover over the quote table
    2. Select the arrow icon on the left-hand side
    3. Drag to the desired position
  3. To delete:
    1. Hover over the quote table
    2. Select Delete on the right-hand side

Conditional fees

Fees can be made conditional based on data captured in the form.

This allows you to build a completely bespoke quote for all scenarios!

Creating a condition
  1. Hover over the relevant fee
  2. Select Add Condition at the bottom of the fee
    1. Choose the question the fee should be dependent on E.g. What is the property tenure?
    2. Select the condition E.g. Equals
    3. Select the value in which the condition should be activated E.g. Leasehold
      In the above example, the fee would only show if the property tenure question was answered Leasehold.
Add as many conditions as you need to configure a calculator that can be used in all scenarios!
Editing a condition
  1. To edit:
    1. Select Edit next to the relevant condition
    2. Make the required amendments
    3. Select Save
  2. To delete:
    1. Select Edit next to the relevant condition
    2. Select Delete

Conditional quote table

Quote tables can be made conditional based on data captured in the form.

This allows you to decide whether or not you want to display a quote to the user.

Creating a condition
  1. Hover over the quote table
  2. Select Add Condition on the right-hand side of the table
    1. Choose the question the quote table should be dependent on
    2. Select the condition E.g. Equals
    3. Select the value in which the condition should be activated
Editing a condition
  1. To edit:
    1. Select Edit next to the condition
    2. Make the required amendments
    3. Select Save
  2. To delete:
    1. Select Edit next to the condition
    2. Select Delete

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