Product Descriptions in Documents/Contracts

Key Feature Addition: Descriptions for Products in Documents and Contracts

At SMBcrm, we’re always on the lookout for ways to enhance your user experience and productivity. In line with this, we have a new feature update aimed at simplifying and enhancing your negotiation and contract detailing processes.

You can now add descriptions to your product list. This makes your contracts and documents more usable as you can provide comprehensive details about the service/product explicitly to the signer.

Here’s a brief guide on how to utilize the added feature:

Commence With Your Product List Element

To begin, all you need to do is drag a Product List element out from the element tab.

Screenshot 2024-05-14 at 14

Product Description Gets Auto Populated

Once you’ve added a product to the list, a description will get auto-populated, saving you the trouble of filling it out manually.

Screenshot 2024-05-14 at 14
Screenshot 2024-05-14 at 14

Edit the Description if Needed

To ensure the information fully represents your product/service, you can click on the description and edit it to meet your specific requirements.

Screenshot 2024-05-14 at 14

Benefits include simplifying your agreements and providing your signers with complete details about the product or service they’re interested in. With these features, we aim to enhance the user experience on SMBcrm, allowing you to send agreements with integrated product lists seamlessly.

For more details on getting the best out of our platform, head over to our FAQ section or request a demo today.

In Case You Missed It