How to Add Dynamic Fields to Proposal Content

FollowUpCRM

  1. 1. Click on Proposal Settings

    Click on Proposal Settings

  2. 2. Click on Content

    Click on Content

  3. 3. Select the piece of content you would like to edit

    Select the piece of content you would like to edit

  4. 4. Click on dropdown trigger

    Click on dropdown trigger

  5. 5. Click on Manage

    Click on Manage

  6. 6. Click on Dynamic Fields+

    Click on Dynamic Fields+

  7. 7. Select whether this is required for the customer to complete

    Select whether this is required for the customer to complete

  8. 8. Select Field Type

    Checkbox, Radio buttom and Dropdown available

    Select Field Type

  9. 9. Enter field name

    Enter field name

  10. 10. Enter field label

    Enter field label

  11. 11. Enter checkbox/radio/dropdown options

    Enter checkbox/radio/dropdown options

  12. 12. Click on Add Option to include more

    Click on Add Option to include more

  13. 13. Click on Save field

    Click on Save field

  14. 14. Click on the dynamic field you want to add to the document

    Click on the dynamic field you want to add to the document

  15. 15. The coded dynamic fields will display with the label

    The coded dynamic fields will display with the label