This article will give you a detailed, step-by-step process on how to set up a customized JotForm contract which can later be connected to SalesRabbit. This will allow your business to utilize a streamlined and custom contract for potential lead sales all while staying in the SalesRabbit app for a smooth sales experience.
1. Login in to JotForm.
2. Click on Create Form, select Blank Form, and then add a descriptive title.
3. In your newly created form you can upload a personal brand logo. Click on Add Your Logo and then Upload File on the right-hand side. Then, select the appropriate file and your logo will appear at the top of the form.
4. To add a header underneath the logo simply click on the text box in the form that says "Heading" and add your own personal header.
5. As a precursor for connecting SalesRabbit to JotForm, in order to pass a phone number from SalesRabbit to the JotForm this step is vital. On the form, after clicking in the Phone Number box, click on the Properties button, then Options near the top-right, and turn on Input Mask toggle.
6. To complete the form, click on Publish at the top and then Copy Link. You will use think link to connect JotForm to SalesRabbit in the next article as described below this image.
Now that your form is complete and you have copied the link, click on this article to connect JotForm to SalesRabbit.