Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts

What’s New? / Key Features / Benefits:

• Document Creators can add optional items to the Product List

• Toggle and make the quantity editable for the signer, and set minimum and maximum selection limits

• Make the item optional for the signer and toggle it.

• The Product List gets assigned to the primary recipient by default.

• Total Amount gets updated based on items in selected stages only.

How to Use

• Add a Product List

• Add a new product

• From the Edit Quantity Toggle, enable quantity editing

• Make a product selectable or unselectable from the Optional Item Toggle