This tutorial shows you where to find the setting in the Kwoot admin, what to modify and where to control the result on the team side or on the client side.
Before you begin, keep your establishment's actual information on hand: offer, commercial rules, conditions, customer texts or visual elements depending on the setting concerned.
Configuration steps
- Open Admin > Form > Steps.
- Activate the message before the start of the form.
- Write a simple title and short text.
- Check the preview, then launch the public form.
Captures to follow
The screenshots below show the setting in the admin, then the places where the change may appear in the form, quote, customer portal or internal tracking.
Save, reload the public form or folder, and create a quick test. If the text, price or document is unclear to a customer, correct it before going live.
Continue setup
The commercial proposal makes the quote clearer for important events. It must reflect your style, your arguments and your conditions.
Open → Following Activate, deactivate and rename quote wizard stepsYou can keep only the steps useful to your sale: participants, event, meals, drinks, spaces, extras and confirmation.
Open →