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How to create a custom form?

Create tailored forms with your own fields to collect specific information

Introduction

Custom forms allow you to create fully flexible forms to collect specific information from your customers in the DealRoom. Unlike billing and shipping forms, which have predefined fields, the custom form contains only the fields you choose to add.

✍️ Prerequisites :
  • You must have the Admin role to access this screen
  • Custom fields must be created beforehand in Settings > Data > Data model

Access

  1. In the left side menu, click Settings
  2. In the Workspace section, click Forms
  3. Click + New form
  4. Select Custom form

Fill in general information

In the General information block:

  • Name : Form name (e.g., « Additional information », « Project data »)
  • Reference : Internal reference to identify the form
  • Type : Custom form (cannot be modified)
  • Template : Displays the quote templates associated with this form
💡 Tip : Click the Template link to go directly to the templates page and associate this form with your quote templates.

Add custom fields

The Fields block allows you to select the fields to include in your form. Available fields come from the following objects:

  • Contract Model : Fields related to contract models
  • Customer : Fields related to customers
  • Project : Fields related to projects

Add a field

  1. Click the Add a field button
  2. Select the desired field from the dropdown list
  3. The field is added to the list
  4. Repeat the process to add other fields

Make a field required

For each field added, you can tick the Required checkbox to force the customer to fill in this field in the DealRoom before being able to validate.

⚠️ Warning : Available fields must be created beforehand in Settings > Data > Data model. If you do not see the desired field, check that it has been created in the data model.

Define the status

In the right side panel:

  • Status : Active (available in templates) or Inactive
  • API name : Technical identifier generated automatically
⚠️ Warning : The API name can only be modified at creation. Once saved, it can no longer be modified to ensure the stability of your integrations.

Save

Once all fields are configured, click Save at the top right.

Related articles

  • How to manage forms?
  • How to create and configure a billing or shipping form?
  • How to customize the data model?
  • How to create a quote template?
  • Discover the DealRoom