How to Add Dynamic Fields to Proposal Content

Katherine Taylor

Created Apr 19, 2024

How to Add Dynamic Fields to Proposal Content

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FollowUpCRM

15 Steps
1

Click on Proposal Settings

Click on Proposal Settings
2

Click on Content

Click on Content
3

Select the piece of content you would like to edit

Select the piece of content you would like to edit
4

Click on dropdown trigger

Click on dropdown trigger
5

Click on Manage

Click on Manage
6

Click on Dynamic Fields+

Click on Dynamic Fields+
7

Select whether this is required for the customer to complete

Select whether this is required for the customer to complete
8

Select Field Type

Checkbox, Radio buttom and Dropdown available

Select Field Type
9

Enter field name

Enter field name
10

Enter field label

Enter field label
11

Enter checkbox/radio/dropdown options

Enter checkbox/radio/dropdown options
12

Click on Add Option to include more

Click on Add Option to include more
13

Click on Save field

Click on Save field
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

The coded dynamic fields will display with the label

The coded dynamic fields will display with the label
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