Form Data to flow to a template to create estimate
It would be useful to have the information or data from a Form be an input flow to a template which can create an estimate.
This functionality will be coming soon! We're looking at a Q2 target date for having form fields that feed into a new tool called "Smart Estimates"
Dom Robin commented
Any update here? We’re going all in on forms.
Leighton Ross commented
While we're at it - could we allow form data to be used in automations?!