1. From your Bridge Dashboard, click on the Quote Forms icon.
  2. Using the Location dropdown menu, select the location that will have access to the form template.
  3. Click the Template Builder tab.
  4. Use the dropdown menu to the right of Select new or existing template to select the template you’d like to edit.
  5. Use the buttons on the left labeled Header, Client, Driver, Vehicle, and Custom to add input fields to your form.
  6. Once you’ve added the necessary fields to your form, click the blue Save button.
Last updated November 25, 2019