new
Documents & Contracts 📃
📃 Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts
If you were not able to send quotes so far because you wanted your clients to be able to select optional services along with 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
Add a new product
Enable Quantity editing from the Edit Quantity Toggle
Make a product selectable/unselectable from the Optional Item Toggle
Why This Feature?
Clients will now be able to send custom quotations with selectable items with ease.