Articles on: Quotify

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.

Edit field set

Next, click the edit icon:

Edit field

From the dropdown field, choose which information should be filled automatically when a customer opens the Quotify form.

Set customer data

Click Save and you are all set.

Updated on: 13/02/2024

Was this article helpful?

Share your feedback


Thank you!