We've made selling through Forms and Surveys even more seamless! 🎉 The Sell Products experience has been redesigned with a unified payment configuration panel, making it easier than ever to connect payment providers and configure products—all in one place. We've also introduced Price Level and Variant Selection support, giving customers greater purchasing flexibility while simplifying setup for businesses.

✨ What's New

The Sell Products element in Forms and Surveys now features a streamlined payment experience with:

1. A unified right-side payment configuration panel
2. Connect payment providers directly without leaving the builder
3. Support for product Price Level selection
4. Support for product Variant selection

🌟 Key Highlights

1. Connect payment providers directly from the payment configuration panel
2. Configure products, pricing, and payment settings from a single unified interface
3. Allow customers to choose from multiple price levels
4. Support product variant selection where variants are available
5. Selected prices and variants are clearly displayed in the payment summary
6. Price and variant selections are accurately passed through to checkout, invoicing, and payment processing
7. Required price and variant selections are validated before form submission
8. Existing payment settings remain fully supported without regression

⚙️ How It Works

1. Add a Sell Products element to your Form or Survey.
2. Open the unified Payment panel on the right.
3. Connect your preferred payment provider directly from the panel (if not already connected).
4. Select the products you want to sell and configure available price levels and variants.
5. Customers choose their preferred pricing and product options before submitting.
6. The selected configuration is reflected throughout checkout, invoicing, and payment processing.

📋 Notes

1. Existing Forms and Surveys continue to work exactly as before.
2. Price level and variant selection are available for supported products with multi-price or variant configurations.
3. No changes are made to existing Forms or Surveys unless you choose to update their payment configuration.
4. Fully supported across desktop and mobile experiences.

We've made selling through Forms and Surveys even more seamless! 🎉 The Sell Products experience has been redesigned with a unified payment configuration panel, making it easier than ever to connect payment providers and configure products—all in one place. We've also introduced Price Level and Variant Selection support, giving customers greater purchasing flexibility while simplifying setup for businesses.

✨ What's New

The Sell Products element in Forms and Surveys now features a streamlined payment experience with:

1. A unified right-side payment configuration panel
2. Connect payment providers directly without leaving the builder
3. Support for product Price Level selection
4. Support for product Variant selection

🌟 Key Highlights

1. Connect payment providers directly from the payment configuration panel
2. Configure products, pricing, and payment settings from a single unified interface
3. Allow customers to choose from multiple price levels
4. Support product variant selection where variants are available
5. Selected prices and variants are clearly displayed in the payment summary
6. Price and variant selections are accurately passed through to checkout, invoicing, and payment processing
7. Required price and variant selections are validated before form submission
8. Existing payment settings remain fully supported without regression

⚙️ How It Works

1. Add a Sell Products element to your Form or Survey.
2. Open the unified Payment panel on the right.
3. Connect your preferred payment provider directly from the panel (if not already connected).
4. Select the products you want to sell and configure available price levels and variants.
5. Customers choose their preferred pricing and product options before submitting.
6. The selected configuration is reflected throughout checkout, invoicing, and payment processing.

📋 Notes

1. Existing Forms and Surveys continue to work exactly as before.
2. Price level and variant selection are available for supported products with multi-price or variant configurations.
3. No changes are made to existing Forms or Surveys unless you choose to update their payment configuration.
4. Fully supported across desktop and mobile experiences.

We've made selling through Forms and Surveys even more seamless! 🎉 The Sell Products experience has been redesigned with a unified payment configuration panel, making it easier than ever to connect payment providers and configure products—all in one place. We've also introduced Price Level and Variant Selection support, giving customers greater purchasing flexibility while simplifying setup for businesses.

✨ What's New

The Sell Products element in Forms and Surveys now features a streamlined payment experience with:

1. A unified right-side payment configuration panel
2. Connect payment providers directly without leaving the builder
3. Support for product Price Level selection
4. Support for product Variant selection

🌟 Key Highlights

1. Connect payment providers directly from the payment configuration panel
2. Configure products, pricing, and payment settings from a single unified interface
3. Allow customers to choose from multiple price levels
4. Support product variant selection where variants are available
5. Selected prices and variants are clearly displayed in the payment summary
6. Price and variant selections are accurately passed through to checkout, invoicing, and payment processing
7. Required price and variant selections are validated before form submission
8. Existing payment settings remain fully supported without regression

⚙️ How It Works

1. Add a Sell Products element to your Form or Survey.
2. Open the unified Payment panel on the right.
3. Connect your preferred payment provider directly from the panel (if not already connected).
4. Select the products you want to sell and configure available price levels and variants.
5. Customers choose their preferred pricing and product options before submitting.
6. The selected configuration is reflected throughout checkout, invoicing, and payment processing.

📋 Notes

1. Existing Forms and Surveys continue to work exactly as before.
2. Price level and variant selection are available for supported products with multi-price or variant configurations.
3. No changes are made to existing Forms or Surveys unless you choose to update their payment configuration.
4. Fully supported across desktop and mobile experiences.

Capturing responses is great – but having them instantly available as professional, printable documents is even better. We've introduced a new Generate Submission Document setting that automatically creates and stores PDF copies of every submission.

✨ What's New

A new Generate submission document toggle is now available in the Settings panel for:

• Forms
• Surveys
• Quizzes

When enabled, every new submission automatically generates a beautifully formatted PDF document.

🌟 Key Highlights

1. Automatically generates a printable PDF for every submission
2. Includes all questions and submitted responses
3. Captures submission metadata including:

• Submission date & time
• Contact information

4. Automatically stores the document under:

• Contacts → Documents → Forms
• Contacts → Documents → Surveys
• Contacts → Documents → Quizzes

5. Automatically associates the document with the submitting contact
6. PDFs can be viewed, downloaded, and used throughout the CRM
7. Fully supported across desktop and mobile experiences

⚙️ How It Works

• Open the settings for a Form, Survey, or Quiz.
• Turn Generate submission document ON.

• Every new submission automatically generates and stores a PDF document.
• Access the document anytime from the contact's Documents section or use it across supported CRM workflows.

• If the toggle is OFF, no PDF documents will be generated.

📄 PDF Naming Convention

Generated documents follow consistent naming formats:

• Forms & Surveys : [FormName][ContactName][YYYY-MM-DDHHMM]
• Quizzes : Result[FormName][ContactName][YYYY-MM-DD_HHMM]

📝 Notes

1. PDF generation is optional and controlled per Form, Survey, or Quiz.
2. Documents are automatically organized into their respective folders (Forms, Surveys, or Quizzes).
3. Existing submissions are not affected; only new submissions generate documents after the setting is enabled.

Capturing responses is great – but having them instantly available as professional, printable documents is even better. We've introduced a new Generate Submission Document setting that automatically creates and stores PDF copies of every submission.

✨ What's New

A new Generate submission document toggle is now available in the Settings panel for:

• Forms
• Surveys
• Quizzes

When enabled, every new submission automatically generates a beautifully formatted PDF document.

🌟 Key Highlights

1. Automatically generates a printable PDF for every submission
2. Includes all questions and submitted responses
3. Captures submission metadata including:

• Submission date & time
• Contact information

4. Automatically stores the document under:

• Contacts → Documents → Forms
• Contacts → Documents → Surveys
• Contacts → Documents → Quizzes

5. Automatically associates the document with the submitting contact
6. PDFs can be viewed, downloaded, and used throughout the CRM
7. Fully supported across desktop and mobile experiences

⚙️ How It Works

• Open the settings for a Form, Survey, or Quiz.
• Turn Generate submission document ON.

• Every new submission automatically generates and stores a PDF document.
• Access the document anytime from the contact's Documents section or use it across supported CRM workflows.

• If the toggle is OFF, no PDF documents will be generated.

📄 PDF Naming Convention

Generated documents follow consistent naming formats:

• Forms & Surveys : [FormName][ContactName][YYYY-MM-DDHHMM]
• Quizzes : Result[FormName][ContactName][YYYY-MM-DD_HHMM]

📝 Notes

1. PDF generation is optional and controlled per Form, Survey, or Quiz.
2. Documents are automatically organized into their respective folders (Forms, Surveys, or Quizzes).
3. Existing submissions are not affected; only new submissions generate documents after the setting is enabled.