How to Use Optional Items in Documents & Contracts to Personalize Proposals for Every Client

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In this tutorial, we’re excited to share how you can use the Documents & Contracts Optional Items feature to offer more flexibility and customization in your quotes and proposals. Whether you're sending out a contract, a service agreement, or a product quote, this feature lets you include optional items your clients can choose to add—or skip. It’s a great way to give your customers more control while also making it easier for you to upsell without pressure.

So, why is this feature so important for your business? Because not every customer needs the same thing, and forcing a one-size-fits-all approach can hold you back. With optional items, you can keep your core offer clear while giving clients extra choices—like add-ons, upgrades, or bonus services. This not only makes your quotes more flexible, but also keeps communication open and transparent, helping you close deals faster and more confidently.

In this video, we’ll walk you through how to add optional items to your documents, what it looks like from the client’s side, and how to track their selections. We’ll also show how this feature can improve your pricing structure, make your contracts more interactive, and streamline your entire sales process.

Don’t miss out on an easy way to improve your quotes and give your customers a better experience. Watch the full tutorial and start using optional items to create more value with every document you send.

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