Overview
A Form Page lets you collect structured information directly inside your quotes. This makes it easier to gather project details, customer selections, notes, or other inputs without needing external forms or additional communication.
This article explains how Form Pages work, how to add them to your templates, how to build form layouts using rows and cells, and how to customize the fields to match your workflow.
Accessing This Setting
Click the hamburger menu (☰) in the top-left corner of your ProLine account.
Select Company Settings.
A new browser window will open.
Click Quote Templates from the left-side menu.
Adding a Form Page
If Creating a New Quote Template
Click on “Add Quote Template” or “Add Quote Template From Library”
To add a Form page, click Add Page.
Select Form from the list of page types.
Name the page.
Click on the dropdown arrow to open the setting to edit.
If Editing an Existing Template
Open your existing template using the pencil icon.
Click Add Page, then select Form.
Name the page.
Click Add to place it into your template.
If a Form Page already exists, simply expand it using the dropdown arrow to edit its settings.
The Form Page will now appear as a blue line item within your quote template builder.
1. What Are Form Pages?
Form Pages allow you to place interactive fields inside your quote so customers (or your internal team) can enter information directly on the quote page. These fields can include:
Text inputs
Dropdown selections
Multi-line responses
Checkboxes
Static text instructions
Signature fields
Form Pages are ideal for collecting job-related information in a clean, organized layout that becomes part of the quote itself.
2. Page Settings & Actions
After adding the page:
Click the dropdown arrow beside the Form Page name.
At the top of the expanded page, click the gear icon to open page settings.
You will see the following options:
Duplicate: Creates an exact copy of the Form Page.
Delete: Removes the page from the template.
Checkbox Option: checkboxes that let you control if you want the page to be visible or not for your customer.
3. Building the Form
Form Pages are built using a combination of rows and cells, which allows you to create structured layouts.
Rows vs. Cells (Important Distinction)
Rows
Act like horizontal sections across the page. Each row contains one or more cells.
Cells
Are the fields or content blocks inside each row. Each cell becomes an interactive or static element (input box, dropdown, text, signature, etc.)
Adding Rows
Click + Add Row (the gray button in the center of the page).
To add more rows later, hover your cursor just below an existing row until a gray + Add Row button appears.
Click to insert a new row between existing content.
Adding Cells to Each Row
Inside any row:
Click the + button to add a new cell.
Give the cell a title (e.g., “Gate Code,” “Material Selection,” “Jobsite Notes”).
Select a Cell Type that fits the information you want to collect.
4. Cell Types and Options
Cell Type | Use Case |
Input — Single Line | Short responses such as names, codes, or numbers. |
Input — Multi-Line | Longer descriptions or instructions. |
Input — Dropdown | Multiple-choice selections using a predefined list of options. |
Content — Text | Adds static instructions or informational text. |
Content — Signature | Collects a signature from the primary signer on the quote. |
Additional Settings for Input Fields
Required
Makes the field mandatory before the quote can be submitted.
Pre-Filled Content
Use variables to auto-populate known details—such as:
Customer name
Project address
Company information
This helps reduce manual typing and ensures accuracy.
Dropdown Options
Add options as comma-separated values (e.g., Red,Blue,Green).
Do not add spaces between items unless you want them included in the option text.
Signature Fields
When added, the customer’s signature will appear in this cell once they sign the quote.
5. Editing Cells
To edit a cell:
Hover over the cell.
Click the gear icon that appears.
Update any of the following:
Title
Cell type
Required toggle
Dropdown values
Pre-filled variable
Checkbox settings
Changes are saved automatically when you close the editor.
How to Use Forms
Form Pages are highly versatile and can be used for many purposes, including:
Collecting job site details such as access instructions, gate codes, or onsite notes
Allowing customers to choose preferences such as materials, finishes, or add-on options
Creating internal checklists for sales or production teams
Adding information request sections needed before scheduling jobs
Capturing signatures when required for certain sections of the quote
Think of a Form Page as your own customizable form builder built directly into your quote pages.