Attach to a Proposal Template
Go to Proposal Templates
Open a template
Click Add Form
Attach your form
Click Save Changes
Attach to a Service Plan
Go to your Service Plan
Go to Step 3
Expand the Forms Section > Attach your form
Click Save Changes
Attach to a Pricing Option
Go to your Service Plan
Go to Step 2
Open a Pricing Option
Scroll down to the Advanced Options within the pricing option
Attach your form
Click Save Changes
Configure Form Response Visibility:
Enable Allow customer to view form results (optional)
If disabled, results are only visible internally via the proposal overview and work order
Expand the Form section to toggle this on
Display Form Results in the Proposal
If attaching to a template, locate the Form Results section and toggle it on
Rename it if needed (e.g., Pest Control Inspection Results)
Save changes
Use the Form in a Proposal
Start a New Proposal
Select your template
Complete pricing steps
Fill out the form when prompted
Click Save & Continue
View Results
Form responses will appear:
In the proposal preview (if enabled)
In the proposal overview
In the work order
Key Tips
Use sections to keep forms organized
Add help text to guide your team
Use conditional logic to keep forms clean and relevant
Decide early if customers should see responses