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:
To begin, all you need to do is drag a Product List element out from the element tab.
Once you’ve added a product to the list, a description will get auto-populated, saving you the trouble of filling it out manually.
To ensure the information fully represents your product/service, you can click on the description and edit it to meet your specific requirements.
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.
