Fillable estimate form for 3rd party companies

Question

Is it possible to create a template for an estimate form, so that when I need an official estimate from a particular company I would create a page from the template, customize it to the particular company/job, and share it with the company, allowing them as a non-Atlasian member to complete the form and save it?

Rob Hean · Answer

Hey @Barbara Szczesniak  - appreciate the shoutout!

Here's a link @David Thomson if you're curious - https://youtube.com/live/vKgqA4xSawA.

It does sound like you could use Guest access - however, that could be a bit challenging to manage.

Would be curious to understand more about what the customer has to do - e.g. just sign off? Add a lot of info? etc.

Barbara Szczesniak · Answer

@David Thomson I think you might be able to use Guest access for these customers, but you would need to do a lot with permissions to make sure they only have access to the page you want them to complete.

See these pages for a start:

* https://support.atlassian.com/confluence-cloud/docs/invite-guests-for-external-collaboration/ 
* https://support.atlassian.com/confluence-cloud/docs/what-can-guests-see-and-do-on-confluence/

I attended a course on Managing Permissions in Confluence yesterday that might be helpful for you to view. I'm not sure if @Rob Hean has posted the recording yet.

This route might be a heavy lift if filling out this estimate form is the only thing you want the customer to do in Confluence. There might be some other way to present it to them and then you can bring the completed page into Confluence later. Maybe if you also use Jira Service Management?

Dave Mathijs · Answer

Hi @David Thomson

You can create space or global templates in Confluence. When a page is created from a template, it can be modified/customized afterwards. However, to be able to edit the page created from the template (add info, comments, etc.), your colleague would need a Confluence license. So they would effectively need an Atlassian account.