How can I pre-fill fields with existing customer data?
This feature requires a Pro subscription
You might want to save your customers some time by having fields pre-filled based on their existing account information. Quotify makes this very easy and it only takes a few minutes to configure.
Open the Quotify app and click Form. Next, edit the fieldset that contains the field you want to pre-fill.
Next, click the edit icon:
From the dropdown field, choose which information should be filled automatically when a customer opens the Quotify form.
Click Save and you are all set.
Updated on: 13/02/2024
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