Create your Sales Business Form from scratch

Step 1: Access DocHub to set up your Sales Business Form.

Begin by accessing your DocHub account. Try out the advanced DocHub functionality at no cost for 30 days.

Step 2: Go to the dashboard.

Once logged in, go to the DocHub dashboard. This is where you'll build your forms and handle your document workflow.

Step 3: Create the Sales Business Form.

Click on New Document and select Create Blank Document to be taken to the form builder.

Step 4: Set up the form layout.

Use the DocHub toolset to add and configure form fields like text areas, signature boxes, images, and others to your document.

Step 5: Add text and titles.

Add necessary text, such as questions or instructions, using the text tool to lead the users in your form.

Step 6: Customize field settings.

Modify the properties of each field, such as making them mandatory or formatting them according to the data you plan to collect. Assign recipients if applicable.

Step 7: Review and save.

After you’ve managed to design the Sales Business Form, make a final review of your document. Then, save the form within DocHub, transfer it to your preferred location, or share it via a link or email.