Adding Optional Items to Documents & Contracts
Introducing Quotes with Optional Items
Advisor's Growth has introduced a powerful new feature to its documents and contracts offering: the ability to send quotes with optional items. This enhancement significantly boosts the platform’s capabilities, giving users increased flexibility and control over their document management processes. Imagine it as a more advanced alternative to traditional tools like DocuSign or PandaDoc, with additional features designed to meet your unique business needs.
Key Features of the Enhancement Send Quotes with Optional Items This update allows users to include optional items in their quotes, a feature especially useful when offering a core product or service with additional add-ons. Here’s how it works:
Toggle Optional Items: Users can now mark specific items in a quote as optional, allowing clients to choose from additional items while keeping the main product or service fixed.
Editable Quantities: For each optional item, users can permit the signer to adjust the quantity, ensuring clients can specify exactly how much of an optional item they want.
Set Quantity Limits: To maintain control over orders, users can set minimum and maximum quantity limits for optional items, preventing over-ordering and ensuring manageability.
Enhanced User Experience The platform now automatically assigns the product list within a quote to the primary recipient, with the total amount dynamically updating based on the items selected by the signer. This seamless integration ensures that the final quote accurately reflects the client’s choices.
Enhanced Interface: The interface now features an editable quantity field, allowing users to make quantities adjustable while also setting limits. This is particularly beneficial for businesses that offer scalable services or products.
Tax Calculation: The updated interface also supports tax calculations, providing a clear breakdown of costs for both primary and optional items.
Product Descriptions: Users can now include detailed product descriptions within the product list, offering clients more clarity.
Practical Applications This enhancement is versatile and applicable to various business needs:
Service Providers: For example, a cleaning service can offer a base package with optional add-ons like deep cleaning or window washing, allowing customers to tailor their orders.
Product Sellers: An electronics retailer could offer a core product, such as a laptop, with optional accessories like a mouse, keyboard, or extended warranty, enabling customers to select precisely what they need.
Accessing the New Features These new features can be found in the 'Documents and Contracts' section of Advisor's Growth. A detailed change log, accessible via the speaker icon at the top right-hand corner of the interface, provides information on all updates.
This enhancement to the documents and contracts feature emphasizes Advisor's Growth’s commitment to continuous improvement and user-focused design. By enabling quotes with optional items, the platform offers users greater flexibility and control, ensuring it meets the diverse needs of its clients. Whether you're a service provider or a product seller, this update opens new possibilities to streamline your business operations and enhance customer interactions.
For more detailed guides and information, visit the help section on our website. Enjoy the new features and elevate your experience with Advisor's Growth!
