May 3

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

By Oliver Corless

May 3, 2024


Ability for document creators to add optional items in the product list, toggle quantity editing, set limits, and toggle item optionality. Product list assigned to primary recipient by default, total amount updates based on selected items only. Clients can now send custom quotations with ease by selecting optional services.

Oliver Corless

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