If you were unable to send quotes until now because you wanted your clients to have the option of selecting additional services along with the fixed ones in the contract, this issue is no longer a concern.
What’s New? / Key Features / Benefits:
- Document Creators now have the ability to add optional items in the Product List
- There is now the capacity to toggle and make the quantity editable for the signer, with set limits on the minimum and maximum quantity that can be selected
- The feature to toggle and make the item optional for the signer has been added
- By default, the Product List is assigned to the primary recipient
- The Total Amount now updates based on the items that are only in the selected stage
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?
Connectly users can now send custom quotations with selectable items with ease.