# 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 alongwith the fixed ones in the…

- Source: https://docs.ghlcustomercare.com/docs/documents-and-contracts/documents-and-contracts-2/send-quotes-with-optional-items-checklist-for-your-signers-in-documents-contract
- Section: Documents & Contracts / Documents and Contracts
- Reading time: 1 min
- Images: 5, each explained below
- Modified on Fri, 5 Jul, 2024 at 2:08 PM

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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

![Figure 1](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155028801413/original/GeV_Cb2cz3DFnZJsTgsqlD_Tsydzlun7GQ.jpeg)

**Figure 1**

This screenshot appears in "Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts". The text alongside this image reads: 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…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Enable Quantity editing from the Edit Quantity Toggle.
- What to choose: 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.
- Fields: Enable Quantity editing from the Edit Quantity Toggle
- Next: Enable Quantity editing from the Edit Quantity Toggle

Full procedure:

1. Ability for Document Creators to add optional items in the Product List
2. Ability to Toggle and make the quantity editable for the signer and set limits on minimum and maximum quantity that can be selected
3. Ability for Toggle and make the item optional for the signer.
4. Product List gets assigned to the primary recipient by default.
5. Total Amount gets updated on the basis of items that are in selected stage only.

-   Add a new product

![Figure 2](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155028801410/original/1yzVqaTNEFc6fFJarhK4xV_GYbDW5iVf_g.jpeg)

**Figure 2**

This screenshot appears in "Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts". The text alongside this image reads: 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…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Enable Quantity editing from the Edit Quantity Toggle.
- What to choose: 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.
- Fields: Enable Quantity editing from the Edit Quantity Toggle
- Next: Enable Quantity editing from the Edit Quantity Toggle

Full procedure:

1. Ability for Document Creators to add optional items in the Product List
2. Ability to Toggle and make the quantity editable for the signer and set limits on minimum and maximum quantity that can be selected
3. Ability for Toggle and make the item optional for the signer.
4. Product List gets assigned to the primary recipient by default.
5. Total Amount gets updated on the basis of items that are in selected stage only.

![Figure 3](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155028801411/original/QUYn83stfcS_1oOAt4g23qiO_LGJ8gF3oQ.jpeg)

**Figure 3**

This screenshot appears in "Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts". The text alongside this image reads: 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…. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Enable Quantity editing from the Edit Quantity Toggle.
- What to choose: 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.
- Fields: Enable Quantity editing from the Edit Quantity Toggle
- Next: Enable Quantity editing from the Edit Quantity Toggle

Full procedure:

1. Ability for Document Creators to add optional items in the Product List
2. Ability to Toggle and make the quantity editable for the signer and set limits on minimum and maximum quantity that can be selected
3. Ability for Toggle and make the item optional for the signer.
4. Product List gets assigned to the primary recipient by default.
5. Total Amount gets updated on the basis of items that are in selected stage only.

-   Enable Quantity editing from the 
    
    Edit Quantity
    
     Toggle

![Screenshot 2024-05-03 at 18](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155028801412/original/vumO_8CfmKFx0IDW5x4ISfwwhURhIpfBmg.jpeg)

**Screenshot 2024-05-03 at 18**

This screenshot appears in "Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts". The text alongside this image reads: Enable Quantity editing from the Edit Quantity Toggle. This part of the guide covers 1 field, listed below. Immediately after, the guide continues: Make a product selectable/unselectable from the Optional Item Toggle.
- What to choose: Enable Quantity editing from the Edit Quantity Toggle
- Fields: Enable Quantity editing from the Edit Quantity Toggle
- Next: Make a product selectable/unselectable from the Optional Item Toggle

Full procedure:

1. Ability for Document Creators to add optional items in the Product List
2. Ability to Toggle and make the quantity editable for the signer and set limits on minimum and maximum quantity that can be selected
3. Ability for Toggle and make the item optional for the signer.
4. Product List gets assigned to the primary recipient by default.
5. Total Amount gets updated on the basis of items that are in selected stage only.

-   Make a product selectable/unselectable from the 
    
    Optional Item
    
     Toggle

![Screenshot 2024-05-03 at 18](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155028801409/original/caMianLou2ELzGTLt7H3yWePfVVl_Llzfw.jpeg)

**Screenshot 2024-05-03 at 18**

This screenshot appears in "Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts". The text alongside this image reads: Make a product selectable/unselectable from the Optional Item Toggle. This part of the guide covers 1 field, listed below.
- What to choose: Make a product selectable/unselectable from the Optional Item Toggle
- Fields: Enable Quantity editing from the Edit Quantity Toggle

Full procedure:

1. Ability for Document Creators to add optional items in the Product List
2. Ability to Toggle and make the quantity editable for the signer and set limits on minimum and maximum quantity that can be selected
3. Ability for Toggle and make the item optional for the signer.
4. Product List gets assigned to the primary recipient by default.
5. Total Amount gets updated on the basis of items that are in selected stage only.

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