Documents & Contracts Optional Items

Documents & Contracts Optional Items

Software Updates

May 15, 2024 ● 2 min read

Documents & Contracts Optional Items
A business receives a large order for multiple items, but only some items are currently in stock. With partial order fulfillment, they can fulfill the available items promptly, providing customers with timely updates and tracking information while efficiently managing inventory and order processing.
Documents & Contracts Optional Items: This feature allows businesses to include optional items, enabling greater flexibility in pricing and customization, thereby streamlining the quoting process.

⭐️ Why Does It Matter To Your Business?

  • Flexible pricing: Businesses can now offer optional items in their quotes, allowing clients to customize their packages according to their specific needs and budgets.

  • Enhanced customization: With the ability to toggle optional items and set quantity limits, businesses can tailor quotes to individual clients, increasing the likelihood of acceptance and satisfaction.

  • Improved clarity: By presenting optional items alongside main offerings, businesses can provide transparent and comprehensive quotes, fostering better communication and understanding with clients.

⭐️ How To Use Documents & Contracts Optional Items:

  1. Access the “Payments” tab from the left navigation menu, then click on “Documents & Contracts” from the upper navigation menu, and then Create New or Edit Existing one.

  2. Click on the “+” icon and add the “Product List” element by drag and drop.

  3. Now Click on “+Add an item” to add the product.

  4. Select the Product and price and click on the “Add Item” button.

  5. Make a product selectable/unselectable from the optional Item Toggle

  6. Enable Quantity editing from the Edit Quantity Toggle.

This feature empowers businesses to create customizable quotes that meet the unique needs of their clients, fostering transparency, flexibility, and better communication in the quoting process.

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