In an exciting development for the documents and contracts product, the platform now supports sending quotes with optional items. This enhancement significantly upgrades the functionality, providing users with more flexibility and control over their document management processes. Think of it as a robust alternative to traditional solutions like DocuSign and PandaDoc, but with added features tailored to your specific needs.
Send Quotes with Optional Items
One of the standout features of this update is the ability to include optional items in quotes. This is particularly useful for scenarios where a primary service or product is being offered, but additional add-ons or optional items are also available. Here’s how it works:
Toggle Optional Items: Users can now designate certain items in a quote as optional. This means that while the main service or product remains fixed, clients can choose additional items based on their preferences.
Editable Quantities: For each optional item, users can allow the quantity to be editable by the signer. This flexibility ensures that clients can specify exactly how much of an optional item they require.
Set Quantity Limits: To maintain control over the quantities, users can set minimum and maximum limits on how many units of an optional item can be selected. This prevents over-ordering and ensures that the orders remain within manageable limits.
Improved User Experience
The product list within a quote is automatically assigned to the primary recipient, and the total amount updates dynamically based on the items selected by the signer. This seamless integration ensures that the final quote is always accurate and reflective of the client’s choices.
Enhanced Interface: The interface now includes an editable quantity field, allowing users to make quantities adjustable while also setting limits. This is particularly beneficial for businesses that offer scalable services or products.
Tax Calculation: The updated interface also accommodates tax calculations, providing a clear breakdown of costs for both the primary and optional items.
Description: The user can now add product descriptions within the same product list.
This enhancement is designed to cater to various business needs. For instance:
Service Providers: A cleaning service can offer a base package with optional add-ons like deep cleaning or window washing, allowing customers to customize their orders.
Product Sellers: An electronics retailer can provide a main product, such as a laptop, with optional accessories like a mouse, keyboard, or extended warranty, giving customers the ability to select exactly what they need.
Users can find these new features by navigating to the 'Documents and Contracts' section. The change log, which details all updates, is accessible via the speaker icon at the top right-hand corner of the interface.
This document and contract product enhancement underscores the platform’s commitment to continuous improvement and user-centric design. By enabling quotes with optional items, the platform provides users with greater flexibility and control, ensuring that it meets the diverse needs of its clients. Whether you're a service provider or a product seller, this update offers new opportunities to enhance your business operations and customer interactions.
For more information and detailed guides, visit the help section on the website. Enjoy the new features and have an amazing experience with the platform!
