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Setting Up a Guided Selling Questionnaire

In this tutorial, we’ll create a simple Sales Quote Form that will be used to configure quotes based on a salesperson’s selections. This form will allow users to select product packages and apply available discounts.

Step 1: Creating a New Form​

To begin, navigate to the Collect Form Data step and click on Create New Form.

Create New Form

Step 2: Adding a Product Selection Field​

  1. Remove the default question that appears in the form.
  2. Click Add Field and select Product.
  3. This field allows sales representatives to select one or multiple security system packages to include in the quote.

Start Adding Product Field

  1. Click on the + Product button to add products.
  2. Navigate to the Security System Packages category and add all relevant product packages.

Add Products to Product Field

Step 3: Adding a Discount Selection Field​

Next, we’ll add a field to capture applicable discounts.

  1. Click Add Field and select Radio Group (single-choice selection).
  2. Rename the field to Discount Type.

Rename Field

  1. Add the following discount options:
    • Military & First Responder Discount
    • Senior Citizen Discount
    • Student Discount

Add Types of Discounts

Step 4: Renaming and Saving the Form​

To finalize the setup:

  1. Rename the form to Sales Quote Form.

Rename Form

  1. Click Save to store your guided selling form.

Your Sales Quote Form is now ready for use in the quoting process!