2%

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

Image
Kaili Wardlaw
May 03, 2024

2 Min Read

Image

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
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

Why This Feature?

  • Clients will now be able to send custom quotations with selectable items with ease.
When You’re Ready, Here’s How We Can Help:
Image
Free Planner
Goals are important. If you want help reverse engineering your vision into bite-size goals and tasks — download The Power Planner for free.
Download Now
Image
Free Challenge
Learn faster, train your creative muscle, and craft genius level ideas for your content, business, and life direction.
Join The Challenge
Image
The 2 Hour Writer
Implement Our 2 Hour Content Ecosystem To Learn High Impact Digital Writing, Boost Your Online Authority, & Systemize Content Creation For Rapid Growth
Enroll in 2HW

Get started with WP-Propulsion

See how WP-Propulsion can help you with your needs.