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How to Create and Edit 'Pre-Qual Forms'

  1. Navigate to Settings.
  2. In the "General" section, click Pre-Qual Forms.
  3. Click Create (or click an existing template to edit it).
  4. Enter a Template Name (e.g., "Pre-Qualification Template") .
  5. The editor shows your form Layout on the left and Available Fields on the right.
  6. Drag and drop fields from the "Available Fields" list (e.g., "Company Size," "Annual Revenue," "OSHA Incident Rate," "Bonding Capacity") onto the "Layout" area to build your form .
  7. You can group fields into Sections. 
  8. Click Save Template.