eForms
Get work signed off by your client, staff or subcontractor. Produce documents from the information on the eForm. Send out RFQs that automatically update Quikflw with a supplier's price. Learn how it links to Jobs and Purchase Orders
- Getting Started with eForms
- Creating and Editing an eForm
- Create an eForm attached to a Quote, Job or Purchase Order
- eForm PDF Templates & Tags
- Using eForms to Manage Artwork Approval
- Creating Client Approvals (Artwork, Drawings, etc)
- eForm Templates (Creating and Using)
- Adding a Sequence of eForms to Quote & Job Templates
- Creating a Request for Proposal (RFQ) and Updating the Quote Automatically
- Associating an eForm Template to an Item (Job/PO)