How to Prefill Quote & Apply
9/2/2021 · 1 min read
Quote & Apply can be prefilled to reduce duplicate data entry and create a more enjoyable user experience. Here's how it's done.
Let's say we have the Quote & Apply website https://app.back9ins.com/apply/demo and we want to prefill the customer's data.
First, you need to tell Quote & Apply that you want to prefill. This is done by appending "?prefill" into the URL so it looks like https://app.back9ins.com/apply/demo?prefill. Next, we're going to show an example of prefilling the customer's name which is "Wylder Robinson". BackNine has specified the naming convention to prefill at https://docs.back9ins.com/#pre-filling-quote-apply. By following the naming conventions, we're going to change the URL to https://app.back9ins.com/apply/demo?prefill&first_name=Wylder&last_name=Robinson. Check out that link now and you'll see the name is prefilled.
You can get in-depth with prefill by looking at the numerous fields which can be prefilled at https://docs.back9ins.com/#pre-filling-quote-apply. For example, check out this prefill URL: