How to Use the HTML Block in a Form
Use HTML block for formatted explanatory content placed between application questions. This guide explains setup, a practi...
Implementation guides, sales rep portals, draft order workflows, commission tracking, and customer assignments.
DOCUMENTATION LIBRARY • B2B SALES ENGINE
Step-by-step guides, agent role assignments, and draft order creation workflows for wholesale sales reps.
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Use HTML block for formatted explanatory content placed between application questions. This guide explains setup, a practi...
Use Section header for a visible heading that introduces a group of questions. This guide explains setup, a practical exam...
Use Hidden for configured context that should travel with the application without a visible question. This guide explains ...
Use Customer (contact) for the applicant’s grouped primary-contact details. This guide explains setup, a practical example...