Skip to content
Documents & Contracts

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…

1 min read137 words5 explained imagesUpdated Fri, 5 Jul, 2024 at 2:08 PM
View as markdownOpen in ClaudeOpen in ChatGPT
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
Video 1 Open in a new tab

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 What this shows Ability for Document Creators to add optional items in the Product List Ability to Toggle and make the quantity editable for the signer… What this shows Illustrates "Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts". 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. Image 1 of 5 What to chooseAbility 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 in this part of the guide Enable Quantity editing from the Edit Quantity Toggle
Next stepEnable Quantity editing from the Edit Quantity Toggle
All 5 steps in this 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 What this shows Ability for Document Creators to add optional items in the Product List Ability to Toggle and make the quantity editable for the signer… What this shows Illustrates "Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts". 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. Image 2 of 5 What to chooseAbility 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 in this part of the guide Enable Quantity editing from the Edit Quantity Toggle
Next stepEnable Quantity editing from the Edit Quantity Toggle
All 5 steps in this 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 What this shows Ability for Document Creators to add optional items in the Product List Ability to Toggle and make the quantity editable for the signer… What this shows Illustrates "Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts". 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. Image 3 of 5 What to chooseAbility 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 in this part of the guide Enable Quantity editing from the Edit Quantity Toggle
Next stepEnable Quantity editing from the Edit Quantity Toggle
All 5 steps in this 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 What this shows Enable Quantity editing from the Edit Quantity Toggle What this shows Illustrates "Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts". 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. Image 4 of 5 What to chooseEnable Quantity editing from the Edit Quantity Toggle
Fields in this part of the guide Enable Quantity editing from the Edit Quantity Toggle
Next stepMake a product selectable/unselectable from the Optional Item Toggle
All 5 steps in this 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 What this shows Make a product selectable/unselectable from the Optional Item Toggle What this shows Illustrates "Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts". 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. Image 5 of 5 What to chooseMake a product selectable/unselectable from the Optional Item Toggle
Fields in this part of the guide Enable Quantity editing from the Edit Quantity Toggle
All 5 steps in this 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.

Was this guide helpful?

Related guides

How to use Documents & Contracts?6 min read · 15 imagesDocuments & Contracts: Email Templates and Team Notifications Setup8 min read · 17 imagesMultiple recipient support on Documents & Contracts3 min read · 5 imagesHow to Create and Send Document or Contract Templates Automatically in a Workflow6 min read · 11 images