Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts

Modified on: Fri, 5 Jul, 2024 at 2:08 PM



If you were not able to send quotes so far because you wanted your clients to be able to select optional services alongwith the fixed ones in the contract, not anymore.
What’s New? / Key Features / Benefits:
  • Ability for Document Creators to add optional items in the Product List
  • Ability to Toggle and make the quantity editable for the signer and set limits on minimum and maximum quantity that can be selected
  • Ability for Toggle and make the item optional for the signer.
  • Product List gets assigned to the primary recipient by default.
  • Total Amount gets updated on the basis of items that are in selected stage only.
How to Use?
  • Add a Product List
image
  • Add a new product
image
image
  • Enable Quantity editing from the 
    Edit Quantity
     Toggle
Screenshot 2024-05-03 at 18
  • Make a product selectable/unselectable from the 
    Optional Item
     Toggle
Screenshot 2024-05-03 at 18

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