Who This Is For / When to Use
Accounts sending quotes or contracts with add-ons
Businesses offering base pricing with optional upgrades
Teams that need signer-controlled quantities with limits
What Optional Items Do
Optional items allow signers to decide whether to include additional products or services.
Optional items are not required to complete the document
Signers can:
Select or deselect optional items
Adjust quantities (if enabled)
The total updates automatically based on selections
Where Optional Items Are Configured
Optional items are configured inside the Documents & Contracts builder.
Optional behavior is set per item
Quantity controls are optional and configurable
All items remain assigned to the primary recipient
Add an Item to a Document
Step 1: Add a Product Item
Open a document or contract
Click Add an Item
Select a product and price
Click Add Item
Mark an Item as Optional
Step 2: Enable Optional Item
Select the item in the document
Open the Properties panel
Toggle Optional Item ON
Result:
The signer can choose whether to include this item.
Allow Signers to Edit Quantity
Step 3: Enable Quantity Editing
With the item selected
Toggle Edit Quantity ON
Result:
The signer can increase or decrease the quantity.
Set Quantity Limits (Optional)
Step 4: Define Min and Max Quantity
Enter:
Minimum quantity
Maximum quantity
Limits apply only to this item
This prevents over-ordering while allowing flexibility.
How Signers See Optional Items
Signer Experience
Optional items appear with checkboxes
Unchecked items are excluded from totals
Checked items immediately affect pricing
Pricing, Discounts, and Taxes
Subtotals update in real time
Discounts apply to selected items only
Taxes calculate based on final selections
The final amount always reflects the signer’s choices.
Add or Edit Item Descriptions
Description Behavior
Product descriptions auto-populate when added
Descriptions can be edited inline
This helps clarify what each optional item includes.
Supported Use Cases
Service Providers
Base service + optional add-ons
Quantity-based extras (hours, sessions, units)
Product Sellers
Core product + accessories
Extended warranties or upgrades
Common Issues and Fixes
Optional Item Still Appears Required
Cause: Optional Item toggle is disabled.
Fix: Enable Optional Item in the Properties panel.
Quantity Cannot Be Changed
Cause: Edit Quantity is turned off.
Fix: Enable Edit Quantity for that item.
Total Is Not Updating
Cause: Item is not selected by the signer.
Fix: The signer must check the optional item box.
FAQ
What are optional items?
Optional items are line items that signers can choose to include or exclude before completing a document.
Can signers change quantities?
Yes.
If Edit Quantity is enabled, signers can adjust quantities within set limits.
Can I limit how many units a signer can select?
Yes.
You can set both minimum and maximum quantity values.
Do optional items affect taxes and totals?
Yes.
Taxes and totals recalculate automatically based on selected items.
Where do I add optional items?
Optional items are configured in the Documents & Contracts builder.
Are optional items assigned to the signer automatically?
Yes.
All items in the document are assigned to the primary recipient.