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

Are you looking to send quotes that allow your clients to choose optional services alongside fixed ones in a contract? With Stack, you can easily offer this flexibility.

What’s New?

Key Features & Benefits:

• Optional Items in Product List: Document creators can now add optional items to the product list, giving clients the freedom to choose additional services.
• Editable Quantity: You can enable quantity editing for signers, allowing them to adjust the number of items within set minimum and maximum limits.
• Optional Item Toggle: Make any product optional for the signer, providing more customization in your contracts.
• Automatic Assignment: The product list is automatically assigned to the primary recipient.
• Dynamic Total Amount: The total amount updates based on the items selected, ensuring accuracy in your quotes.

How to Use This Feature

1. Add a Product List: Begin by adding a product list to your document.
2. Add a New Product: Introduce a new product to the list that you want to offer.
3. Enable Quantity Editing:
   • Use the Edit Quantity Toggle to allow signers to adjust the quantity of the product.
   • Set limits on the minimum and maximum quantity that can be selected.
4. Make a Product Optional:
   • Use the Optional Item Toggle to make the product selectable or unselectable by the signer.

By following these steps, you can create flexible and customizable quotes that cater to your clients’ needs directly within Stack.