In this article, you will learn:
You can use a ready-made form template to create a form and get you started on form building. The Form Templates are fully customizable, easy to edit, printable, and professionally made so that you won’t go through the problems of creating one from scratch. You can easily add a logo and make necessary edits to build a form suitable for your requirements.
Steps to View Template
- Navigate to Forms.
- Click on Choose templates
- Select the form template you desire for
Note: There are 19 pre-built form templates-
- Home Owner Quote
- Umbrella Quote
- General Liability Quote
- Account Review Form
- Referral Form Request
- Policy Change Request Form
- Contact Update
- Certificate of Insurance Request
- Renewal Questionnaire
- Claim Form
- Endorsement form
- Contact permission Form
- Proof of Insurance Request
- Home Service Request – short
- Auto Service Request – short
- Contact Us Form
- PL Rater – AutoP
- PL Rater – Home
- Auto Quote
Contact Us Form Template
‘Contact Us’ form plays an important role in collecting contact information from your leads. This form helps in converting your website visitors to your customers by providing them with a place where they can easily fill out their contact details.
A new pre-built form template has been added in the form builder section. You can also edit the fields as needed. To edit click on the 3-dot icon.
- You can edit, move, copy and remove any fields in the form
