Documents & Contracts / Documents and Contracts
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
- Add a new product
- Enable Quantity editing from theEdit QuantityToggle
- Make a product selectable/unselectable from theOptional ItemToggle
For hands-on help, email info@omnireach.co or chat with us directly!