This articles describes the steps to create order and quote forms via a two-part process:
- Configuring the form field Template Header Fields to capture information such as a submitter’s organization or shipping address for parts.
- Creating and formatting the order or quote Template Layout using your template header fields.
With the deprecation of Flash, some customers may not have access to the Classic view to configure these items. For this purpose, customers can reach out to firstname.lastname@example.org for assistance.
Note: this functionality will be available in Rocket soon