Creating a Form and send submissions to client

  • Cavounis
    Asked on September 18, 2024 at 4:20 PM

    Hi there,

    I am a project manager in need of some help with my first go at Jotform! I am creating a form that will be a template for project quotes that I would then fill. The answers filled would send as a document to the client (via the email I fill in).

    How could I go about doing this? Thank you!

  • Deanne JotForm Support
    Replied on September 18, 2024 at 5:07 PM

    Hi Gabriel,

    Thanks for reaching out to Jotform Support. You can go ahead and try out the elements available in Jotform. On the left panel, there are a lot of elements that you can use depending on what you need. You can explore it and try each one out:

    Creating a Form and send submissions to client Image 1 Screenshot 20

    You can also check out our guide on How to Create Your First Web Form. This covers all the basic information you need in creating your first form. Setting up an Autoresponder Email is also covered in this guide which you will use to send an email to your client. If you would want to instead use a template, we also have many options that you can choose from. You can check that out here.

    Give it a try and reach out again if you have any other questions.

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