The Product List feature makes it straightforward to display your products as an itemised list inside your documents and contracts, helping recipients understand exactly what they're purchasing and giving your documents a cleaner, more professional look.
How It Works
Start by opening an existing document or creating a new one in the Documents and Contracts section of the CRM.
Add a Product List Block
Click the "+" button at the top of the document editor and drag and drop the Product List element into the section you want.
Add Products
Click the "Add an Item" button to choose which products to include in the list.
You can either select an existing product with its associated price, or click New Item to create a product directly within the editor.
Enable the "Show image in list" switch to control whether the product image appears in the document.
Click "Add Item" to load the product into the list.
Repeat these steps as needed to include multiple products, then review your Payment Settings and Properties to make sure everything looks right.
Once you're happy with the document, save and send it to the intended recipient(s). Use the preview feature first if you'd like to see how it will appear to recipients before sending.
Displaying product details, complete with images and pricing, creates a more engaging experience for recipients. Start adding Product Lists to your documents to present your offering clearly and help close deals.