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Documents & Contracts: Product List Element
Build clearer contracts by adding product lists, optional items, editable quantities, and payment schedules—then link fields to custom values so contact details stay accurate.
Presenting Products Clearly Inside Your Documents
When adding products to documents or contracts, it can be difficult to present pricing, options, and quantities in a way that’s clear and easy to review.
The product list element allows you to display items, control quantities, and include optional selections directly within the document.
Without a structured layout, product details can become confusing, totals may be unclear, and signers may hesitate before completing the document.
This guide will walk you through how to use the product list element so your documents stay organized, flexible, and easier for clients to understand.
To begin, review how the product list works and how it displays items within your document.
Using the Product List
The Product List element helps you present line items clearly in a document or contract, while allowing flexibility for optional items and controlled quantity changes.
- Add products in the builder by searching your product catalog.
- Upload product images and toggle visibility in the list.
- Mark items as optional so signers can include or exclude them before confirming.
- Enable editable quantities and set min/max limits for control.
- Totals update automatically based on selected products and quantities.
Follow along: Add your products → toggle Optional where needed → enable Editable Quantity with limits → verify totals update correctly.
Additional Features
Beyond the product list itself, Documents & Contracts includes tools that help you reuse layouts, organize pages, and automate record updates after signing.
- Cloning documents: Duplicate an existing document to reuse structure without creating a template.
- Payment scheduling: Add payment plans tied to signing dates or fixed intervals (with optional auto-payments).
- Split columns: Arrange content side-by-side for cleaner layouts (widths are auto-balanced).
- Custom value linkage: Link fields to contact/document values so information can populate automatically.
Pro tip: Use template-linked values for speed, but remember signed documents keep their captured values for integrity—updates apply to new documents only.
Best Practices
- Keep lists readable: Avoid massive product lists—use bundles or grouped items when possible.
- Test optional logic: Confirm toggles and quantity limits behave correctly before sending.
- Confirm payment schedules: Review due dates and amounts from the signer’s view.
- Manage duplicates: Cloning is powerful—rename “Copy” versions immediately to avoid confusion.
Want contracts that are clearer (and easier to sign)?
Use product lists, optional add-ons, and payment schedules to reduce confusion and help customers commit with confidence.
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Frequently Asked Questions
Can I add multiple optional items?
Yes. You can add multiple optional items, and signers can toggle them on or off before confirming.
Is there a product limit?
There’s no set limit, but keeping lists concise improves professionalism and readability.
Can I link text fields to contacts?
Yes. Link fields to custom values like name or email. Signed documents keep captured values; updates apply to new documents.
How do totals update?
Totals automatically update based on selected products and quantities.
Can signers see the payment breakdown?
Yes. Signers can view the payment schedule with due dates and amounts before signing.
Can I clone any document?
Yes. Any document can be cloned to create a duplicate (typically labeled with “Copy”). Rename clones right away to stay organized.
Make Product-Based Agreements Easier to Approve
Optional items create flexibility. Quantity controls prevent surprises. Payment scheduling sets expectations. Together, they help your documents feel professional and simple to complete.
Clearer terms. Faster signatures.
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