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Forms define the information your customers fill in the Dealroom before they sign, such as their billing address or shipping address. Qwoty provides them as system forms: their fields are fixed, and you choose in each quote template which forms the customer sees.

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Open the forms list

1

Open Settings

Click Settings in the main navigation.
2

Open Form

In the Workspace section, click Form.
The list shows each form with its Status, Name, Type, and a System badge. Your workspace contains three system forms:
Form list with the Shipping, Billing, and Contract system forms
There’s no form builder. You can’t add, remove, or reorder fields, and you can’t create new forms. To see a form, open the row menu (⋯) and click View.

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Form fields

When you view a form, the Fields section lists the fields the customer fills in. They’re read-only.
Contact detail
  • First name
  • Last name
  • Email
  • Phone
Quote / order
  • Purchase order number
Address
  • Company name (if business)
  • Address
  • Apartment, suite, etc. (Optional)
  • Town / city
  • County / state
  • Zipcode / Postal code
  • Country
  • Tax ID (if business)
The form page also shows a Used In section with the templates that use the form.

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Attach a form to a template

You choose which forms the customer sees in each quote template.
1

Open the template

In the main navigation, click Template, then open the template you want to edit.
2

Open the Customer view

Go to the Customer view section, then to the Form block.
3

Select the forms

Select a form in Billing form and in Shipping form, or select None to hide that form. Optionally, enter Form guidelines to give the customer instructions.
4

Save

Click Save. New quotes created from this template show the selected forms in the Dealroom.

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What the customer sees

In the Dealroom, the forms appear in the Your information section, with Billing details and Shipping details. The customer can:
  • prefill the form with an existing address or contact of their company, or enter a new one,
  • choose whether they buy as a Company or as an Individual,
  • add tax identifiers,
  • for shipping, check Same as billing address or add another shipping address.
Each block shows Complete or Incomplete. The customer must complete the required billing and shipping information before they can continue to signature.
The Dealroom follows the language of the quote template. If your template is in French, for example, the customer sees these sections in French.

Template settings

All template sections, including Customer view.

Client view

What your customer sees in the Dealroom.

Customer record

Customer contacts, billing and shipping addresses.

Business units

Brand Kit used to style the Dealroom.
Last modified on October 27, 2026