Enhancing the clarity and visual appeal of products in your documents and contracts is now easier than ever. With the Product List feature, you can display your catalog of products as an itemized list, helping recipients better understand what they are purchasing and improving the overall presentation of your documents. Follow along to see how you can implement this feature and enhance your product offerings to clients.
How It Works #
Begin by opening an existing document or creating a new one in the Documents & Contracts section of your account.
Add a Product List Block #
Click the “+” button at the top of the document editor and drag and drop the Product List element to the desired section.
Add Products #
Click the Add an Item button to choose the products that should be included in the list. You can either choose 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. Finally, click Add Item to load the product into the list.
Repeat these steps as necessary to include multiple products, then preview your Payment Settings and Properties to ensure they align with your needs. After reviewing your document, save and send it to the intended recipients. If you want to see how it will appear to the recipients before sending, use the preview feature.
By showcasing product details, complete with images and pricing, you create a more professional and engaging experience for recipients. Start incorporating Product Lists into your documents today to elevate the way you communicate value and close deals with confidence.
Frequently Asked Questions #
What does the Product List feature do? #
It displays your products as an itemized list within a document, complete with pricing and optional images, so recipients clearly understand what they are purchasing.
How do I add a Product List to a document? #
Click the “+” button at the top of the document editor and drag and drop the Product List element into the desired section.
Can I create a new product directly in the editor? #
Yes. When you click Add an Item, you can choose an existing product or click New Item to create a product right within the editor.
Can I show or hide product images in the list? #
Yes. Use the “Show image in list” switch to control whether each product’s image appears in the document.
Can I add more than one product? #
Yes. Repeat the Add an Item steps as many times as needed to include multiple products in a single list.
How can I see what the recipient will see before sending? #
Use the preview feature to view the document as the recipient will, then save and send it once everything looks correct.
