Add Products Descriptions In Documents & Contracts

Add Products Descriptions In Documents & Contracts

Software Updates

June 4, 2024 ● 2 min read

A business creating a contract for a new client can now include detailed descriptions of each product or service offered, ensuring the client fully understands what is being provided.

Add Products Descriptions In Documents & Contracts: This feature allows businesses to add detailed descriptions to products in documents and contracts, enhancing clarity and understanding for clients.

⭐️ Why Does It Matter To Your Business?

  • Enhanced Communication: Provide clear and detailed explanations of products and services within documents.

  • Streamlined Process: Add new products and descriptions directly in the document without navigating away.

  • Professional Presentation: Improve the professionalism and comprehensiveness of contracts and agreements.

⭐️ How To Add Products Descriptions In Documents & Contracts:

  1. Access the “Payments” Tab from the left navigation menu. Click on “Documents & Contracts” from the upper navigation menu and create a new or edit existing one.

  2. In the builder click on the “+” icon and drag a “Product List” element from the element tab.

  3. Click on “+ Add an item”.

  4. Select the Product and price and hit on the Add item button.

  5. Once a product is added click on the auto populated description.

  6. Add the description and click on Save.

Adding product descriptions within documents and contracts enhances client communication and streamlines the contract creation process.

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