Is it possible to add a Comment Section to the Quote Form?

Benjamin & Robyn Hughes shared this question 6 years ago
Answered

Is it possible to add a Customer Comment section (with a memo field type) to the quote form so that they can add any information that doesn't fit into the already existing fields on the quote form? Things like specific instructions, security gate codes, additional contact people's info, etc.


It could even be as simple as adding the Event Notes field to the quote form, but I'm not sure how to do that. Any help would be great.


Thanks,

Ben

Best Answer
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Adding the following HTML code to the quote form will create a text field that will show up in the "Event Notes" section of the lead:

  1. <textarea name="notes" cols="70" rows="4">%eventnotes%</textarea>

Comments (7)

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Adding the following HTML code to the quote form will create a text field that will show up in the "Event Notes" section of the lead:

  1. <textarea name="notes" cols="70" rows="4">%eventnotes%</textarea>

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That did the trick. Thanks!

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I added the Event Notes field to our quote form and it works like it should. However, the email that we automatically receive when a quote is generated doesn't show the info that they enter in that field.


How do I make it so that I can see that info on the email notification that we receive?


Thanks,

Ben

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Unfortunately the Alert emails cannot be modified at this time nor can the email that is sent from the Email button on the quote form.

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Based on the implementation above, a customer could create a quote, place info about that quote in the Event Notes field expecting that we will see it when we see the quote, but without it showing up in the email we have no access to that information, in fact, we don't even know if they've typed anything into that field unless/until a contract is created.


I see two possible workarounds - either the Event Notes are visible in the Lead screen even before a contract is created so that we can see what they are trying to communicate to us, OR, some other "Customer Comments" field is added to the quote form and the Alert email so that we can see the info they are trying to send us.


As it stands now, I've placed the field in my quote form as suggested, but I have no way to see the info unless/until a contract is created. The ability for customers to communicate the unique details of their event (or about an issue they're experiencing while trying to book) is an important aspect of the booking process.


Do you have any ideas?


Thanks,

Ben

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The event notes are visible on the Lead before a contract is created. Go to Leads and cilck on a lead. It's near the bottom.


If you are viewing the lead it will only show Event Notes if something was typed in. When you are editing it will always show the Event Notes box.


The solution to this is for us to create a feature allowing you to edit the template that the Alert Emails are made from. This is not in our immediate future plans, however you can add it to the "Ideas" section of the floating "help" link.

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I think there was a problem with the code I had typed in to the quote form. It was showing the Notes field on the quote form, but not showing in the Event Notes in the lead. It must not have been actually saving that data. Not sure why.


I've redone the code for that field and it seems to be working as you described immediately above. It would be great if it could show up on the alert email so that we notice those notes, but at least it's showing up in the lead when they enter it in the form which is a good improvement.


I'll add an "Idea" about the ability to edit the Alert email templates.


Thanks!

Ben