It's a best-practice to have the initial quote form a customer fills out be as short as possible, then to follow-up later to gather all the necessary details for an event.
Quote Updates page needs its own group name (if it shares one with the Quote Request page, the link opens the regular quote form instead), the full link format, and that file upload fields don't work inside an email.
Sending customers a link to upload files to their lead
- In the Document Center, create a Quote Updates page and give it its own group name, one that no other page uses (for example "Attachment Upload"). Keep it active. If it shares the group name of your Quote Request page, the link will open the regular quote form instead of the update page.
- Add file upload fields to its form (the form needs enctype="multipart/form-data" and each field needs a name, for example <input type="file" name="drivers_license">).
- In your email template, link to the update page using this format, replacing GROUP with the Quote Updates page's group name:
<https://rental.software/quotes/quoteme.php?name=GROUP&uid=*uid*&qid=*leadid*&cid=*contact_id*>
- When the customer opens the link, attaches their files and clicks Update Info, the files are saved to that lead's Attachments section. The upload fields show "No file chosen" again after submitting; that is normal, the files are already on the lead.
- Optional: add the variable attachments_list_html to the Quote Updates page to show the customer a list of the files on their lead. Note that it lists every attachment on the lead, including files your team uploaded, and each item links to the file. Don't use it if your leads may carry internal documents.
Important: file upload fields only work on a web page. Placing them inside an email, or asking the customer to reply with attachments, does not add files to the lead. If the form shows a validation error, the files are not saved and need to be selected again.
Accepted file types: PDF, JPG/JPEG, PNG, GIF, BMP, TIF, WEBP, Word (DOC/DOCX), Excel (XLS/XLSX/CSV), PowerPoint, MP3/MP4/MOV, ZIP. Maximum 25MB per file.
Setup
- Settings
- Document Center
- Pages
- Select your group
- Add Page Template
- Set the Page Type to 'Quote Updates' and hit 'load in default template'.
- Set the group name (something like 'ABC Bouncer Update Form1')
- Click Save.
- (optional) Add custom fields. See here for more details.
- Add a link to an email (under email center), Copy the below and replace the bold part properly.
https://rental.software/quotes/quoteme.ph...GROUP NAME FROM STEP 2
Customizing the form
Customizing the form may require HTML knowledge. A template creation fee may apply if you hire us to do so.