Monday, November 28, 2022
HomeSalesOptions that energy up Author's automation templates: Half 1

Options that energy up Author’s automation templates: Half 1


In continuation of our efforts to boost your fillable kinds expertise, we’re unveiling thrilling new updates.

Power up your fillable workflows

Dynamically add and populate fields, carry out reside calculations, show fields conditionally, ship prefilled kind URLs as QR codes, and extra with our new fillable options. Let’s dive into the small print!

Simplify your kind creation and sharing course of

1. Dynamic subject inhabitants

You possibly can dynamically insert fields into your kinds and populate them primarily based on a consumer’s enter.

Dynamic field population

Let’s say you’re an vehicle salesperson and wish to ship personalised car particulars to your prospects. With dynamic fields, you may add and auto-fill applicable fields, such because the car kind, gas kind, and value, primarily based in your prospects’ selections. No extra guide work and delays!

2. Auto-populated subject values

Routinely populate related fields with values out of your knowledge supply to streamline the form-filling expertise. You can too create dynamic decide lists for filling fields.

Auto-populate field values

Say you personal a enterprise that operates in a number of cities, and you need to ship agreements to distributors in every metropolis for signing. With Author, you may populate vendor data and different particulars out of your database or CRM. This fashion, you generate a customized kind for every vendor.

3. Reside calculations primarily based on values entered

Immediately calculate and show outcomes to customers primarily based on the values they enter on the shape.

Image this: You’re an industrial metal provider. Since costs regularly fluctuate, each buy order should show the newest value. With the Reside Calculations functionality, you simply need to replace the worth per unit, and the full value per amount might be robotically calculated.

Live calculations based on values entered

4. Actual-time conditional worth show

Need to show fields primarily based on particular standards? Conditional fields are the best way to go.

Real-time conditional value display

Let’s say you’re a banker and want to show completely different rates of interest primarily based on a consumer’s age and account kind. Merely configure the conditional fields to indicate rates of interest primarily based on particulars a consumer enters.

5. Safe, prefilled URLs

Defend your prefilled knowledge with safe URLs. The information in your kind gained’t be uncovered by way of URL parameters, as a result of it’s pre-filled with safe token-generated URLs.

Secure, prefilled URL's

You can too prefill particular fields and share/ship the related QR code to an online kind.

Check out these new options and share your suggestions within the feedback, or write to us at help@zohowriter.com.

Observe this area to catch the thrilling new choices for kind filling and submissions partially two of this weblog.

Till then, glad writing!

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