Custom form fields – docs.psmplugins.com

With Pro you can add your own questions to the request form, for example “Company size”, “Delivery date” or “Upload your drawing”.

Plugin Pro only

Where PSM Plugins → Request a Quote → Form Settings

Add a field

Go to PSM Plugins → Request a Quote → Form Settings.
Click Add new field.
Choose the field Type.
Enter a Field Label and a Field Name.
Set the other options, then save.

Choose the Field Name with care

The Field Name is for internal use. Use only letters and numbers, for example companySize. It must be unique, and you cannot change it later.

Field types

Type

Use it for

Text

A short answer, such as a company name.

Textarea

A long answer.

Checkbox

A yes/no choice or a list of choices.

Radio

Choose one option from a few.

Single select

Choose one option from a drop-down list.

Multi select

Choose more than one option from a list.

Date

A date. You can limit it to past dates, future dates, or a range, and also ask for a time.

Time

A time of day, with an optional time range.

File Upload

Let customers attach files. See File uploads in the form.

Acceptance

A checkbox the customer must tick, for example “I agree to the terms”. You can use simple HTML such as links in the text.

Heading

A title and sub-heading to split the form into parts. It does not collect an answer.

Divider

A line between fields.

Settings you can use

Setting

What it does

Placeholder / Default value

Example text, or a value that is filled in when the form opens.

Required

The field must be filled in.

Options

The choices for Checkbox, Radio, Single select and Multi select fields.

Min / Max character length

For text fields: shortest and longest answer.

Validation

Choose a ready-made rule, or Custom to type your own regular expression (regex) and an error message.

Date and time settings

Date range (past, future or between two dates), time range, and 12-hour format.

Extra info

A small help text under the field.

CSS class

Your own CSS classes.

Need a regex?

If you are not sure how to write a regular expression, describe the rule you want to a tool like ChatGPT or Gemini and ask it to write the regex for you.

Where answers are shown

Answers are saved with the quote request. You can see them in the Quote Request box on the order page. In the PDF, you can choose which answers to show. See PDF templates.

Change, copy and delete

Use the buttons on each field to edit, duplicate, or delete it. Deleting asks you to confirm. You can also turn a field off with Active instead of deleting it.