Documents and Contracts
Adding Optional Items to Documents & Contracts
Upgrade to Documents and Contracts: Introducing Quotes with Optional Items
Advisor's Growth has enhanced its documents and contracts feature by enabling the inclusion of optional items in quotes. This update elevates the platform's functionality, offering users more versatility and control over their document management workflows. Imagine this as a more robust alternative to traditional tools like DocuSign or PandaDoc, but with additional features tailored to meet your specific business needs.
Key Features of the Update Send Quotes with Optional Items A key highlight of this update is the ability to incorporate optional items in quotes. This is particularly beneficial in scenarios where a core service or product is offered, with additional add-ons or optional items available. Here’s how it works:
Toggle Optional Items: Users can now mark certain items in a quote as optional. This allows the main service or product to remain constant while giving clients the freedom to choose from additional items based on their preferences.
Editable Quantities: For each optional item, users can allow the signer to adjust the quantity. This ensures clients can specify the exact amount of an optional item they wish to include.
Set Quantity Limits: To maintain control, users can establish minimum and maximum limits on how many units of an optional item can be selected. This feature prevents over-ordering and helps manage quantities effectively.
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 signer’s selections. This seamless integration ensures that the final quote accurately reflects the client’s choices.
Improved Interface: The interface now includes an editable quantity field, allowing for adjustable quantities with set limits. This is particularly advantageous for businesses offering scalable products or services.
Tax Calculation: The updated interface also supports tax calculations, providing a clear cost breakdown for both the main and optional items.
Product Descriptions: Users can now add detailed product descriptions within the product list, offering more clarity to clients.
Practical Applications This enhancement caters to a variety of business needs, such as:
Service Providers: For example, a cleaning service might offer a basic package with optional add-ons like deep cleaning or window washing, allowing customers to customize their orders.
Product Sellers: An electronics retailer could offer a main product, such as a laptop, with optional accessories like a mouse, keyboard, or extended warranty, giving customers the flexibility to select exactly what they need.
Accessing the New Features To explore these new features, navigate to the 'Documents and Contracts' section. A detailed change log, accessible via the speaker icon in the upper right-hand corner of the interface, provides a comprehensive overview of all updates.
This enhancement to the documents and contracts feature showcases Advisor's Growth's dedication to continuous improvement and user-focused design. By enabling quotes with optional items, the platform offers users enhanced flexibility and control, ensuring it meets the diverse needs of its clients. Whether you're providing services or selling products, this update opens new opportunities to streamline your business processes and enhance customer interactions.