One of the standout features of this update is the ability to include optional items in quotes. This is particularly useful for scenarios where a primary service or product is offered, but additional add-ons or optional items are also available. Here’s how it works:
Toggle Optional Items: Users can now designate certain items in a quote as optional. This means that while the main service or product remains fixed, clients can choose additional items based on their preferences.
Editable Quantities: For each optional item, users can allow the quantity to be editable by the signer. This flexibility ensures that clients can specify exactly how much of an optional item they require.
Set Quantity Limits: To maintain control over the quantities, users can set minimum and maximum limits on how many units of an optional item can be selected. This prevents over-ordering and ensures that the orders remain within manageable limits.
The product list within a quote is automatically assigned to the primary recipient, and the total amount updates dynamically based on the items selected by the signer. This seamless integration ensures that the final quote is always accurate and reflective of the client’s choices.
Enhanced Interface: The interface now includes 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 accommodates tax calculations, providing a clear breakdown of costs for both the primary and optional items.
Description: The user can now add product descriptions within the same product list.
This enhancement is designed to cater to various business needs. For instance:
Service Providers: A cleaning service can offer a base package with optional add-ons like deep cleaning or window washing, allowing customers to customize their orders.
Product Sellers: An electronics retailer can provide a main product, such as a laptop, with optional accessories like a mouse, keyboard, or extended warranty, giving customers the ability to select exactly what they need.
What is the new feature introduced in the platform for sending quotes?
The platform now supports sending quotes with optional items, allowing users to offer a primary service or product along with additional optional items that clients can select based on their preferences.
How do optional items work in the new quotes feature?
Users can toggle items in a quote as optional, meaning they are not required for the main service or product but can be chosen by the client if desired. This adds flexibility to the quotes and allows clients to customize their orders according to their needs.
Can clients adjust the quantity of optional items in the quotes?
Yes, clients can adjust the quantity of optional items in the quotes. The platform allows users to make the quantity of each optional item editable, with the option to set minimum and maximum limits to maintain control over the quantities ordered.
How does the platform handle tax calculations for optional items?
The updated interface includes tax calculations, providing a clear breakdown of costs for both the primary and optional items. This ensures that the total amount is always accurate and reflective of the client’s choices.
What types of businesses can benefit from the new quotes with optional items feature?
This feature is beneficial for a wide range of businesses, including service providers and product sellers. For example, service providers can offer base packages with optional add-ons, while product sellers can include optional accessories with their main products, allowing customers to select exactly what they need.
Where can I find the new quotes feature on the platform?
You can access the new quotes feature by navigating to the 'Documents and Contracts' section within the platform. Detailed updates and changes can be found in the changelog, accessible via the speaker icon at the top right-hand corner of the interface.
Can I set limits on the quantity of optional items in a quote?
Yes, you can set minimum and maximum limits on the quantity of optional items in a quote. This feature helps maintain control over the quantities that clients can order, ensuring that they do not exceed manageable limits.
What happens to the total amount of a quote when optional items are selected?
The total amount of the quote updates dynamically based on the items selected by the signer. This ensures that the final quote reflects the client’s choices accurately, including any optional items they may have added.
Is there a way to add descriptions to items in a quote?
Yes, the enhanced interface now allows users to add product descriptions directly within the product list, providing additional information to the clients about each item.
How does this feature compare to traditional solutions like DocuSign and PandaDoc?
This enhancement provides a more robust and flexible alternative to traditional solutions like DocuSign and PandaDoc by allowing for the inclusion of optional items, editable quantities, and tax calculations directly within the quotes, tailored specifically to the needs of the platform’s users.
What are the practical applications of this new feature?
Practical applications include service providers offering customizable service packages with optional add-ons and product sellers providing main products with optional accessories. This functionality helps cater to diverse client needs by allowing them to tailor their selections directly within the quote.
How can I keep track of updates and new features on the platform?
You can keep track of updates and new features by accessing the changelog, available via the speaker icon at the top right-hand corner of the platform’s interface. This section provides detailed information on all recent changes and enhancements.
