Overview
Service blocks let you present your services as selectable cards inside a smart document. Your client browses the options, picks what they want, and their selections automatically build the invoice — line items, taxes, totals, and payment schedule all update in real time.
This is ideal for vendors who offer multiple service tiers, add-ons, or à la carte options. Instead of creating a separate quote for every combination, you build one document and let the client configure it themselves.
How service blocks work
A service block is a section on a services page in your smart document. Each block contains one or more service cards — individual offerings with a title, description, image, and price. You control how clients interact with the block:
Single select — The client picks exactly one option (like choosing between packages).
Multi select — The client picks as many options as they'd like (like adding extras or add-ons).
View only — The services are displayed for reference but can't be selected. Useful for showing what's included in a package.
You can also mark a block as required, meaning the client must make at least one selection before they can proceed.
How to add a services page
Open your smart document in the editor.
Click Add page in the page bar at the top.
Choose Services — described as "Let clients pick services that flow into the invoice."
A new services page appears with a default service block and card. Click the card to edit its title, description, image, and pricing.
Click + Add Service to add more cards to the block.
You can add multiple services pages to the same document. All selections across all pages sync to the same invoice.
Configuring a service card
Each service card can include:
Title — The name of the service (e.g., "Premium Photography Package").
Image — A photo or graphic representing the service.
Description — Details about what's included.
Price — The unit price for the service.
Quantity — A default quantity (e.g., 1 session, 4 hours).
Unit — The unit label (e.g., "per hour", "per session").
Sub-items — Itemized components within a service (e.g., a photography package might include "Engagement shoot" and "Wedding day coverage" as sub-items, each with its own price).
Letting clients adjust quantities
For any service card, you can enable client quantity selection. When turned on, your client sees a quantity stepper on the card and can choose how many they want — within bounds you set.
Select the service card in the editor.
Enable Allow Client Quantity.
Optionally set a minimum and maximum quantity.
Sub-items can also have their own client-adjustable quantities, independent of the main item.
Configuring block settings
Select a service block to open its settings in the right panel:
Selection mode — Choose between single select, multi select, or view only.
Required — Toggle on to require at least one selection before the client can continue.
Banner text — Customize the instruction text shown above the cards (e.g., "Choose your package" or "Add any extras you'd like").
Display settings — Show or hide specific fields on all cards in the block (image, description, price, quantity, unit, sub-items).
Card styling — Adjust background color, corner radius, and shadow for all cards in the block.
What your client sees
When your client opens the document, they see service cards laid out in a clean grid. Each card displays the information you configured — title, image, description, and pricing.
For single-select blocks: Selecting one card automatically deselects any previously selected card in that block.
For multi-select blocks: The client can select as many cards as they want. Each selection is independent.
For required blocks: The client must select at least one option before they can navigate to the next page.
If you enabled client quantity selection, a quantity stepper appears on the card. The client can adjust the quantity within your configured bounds.
A selection cart appears in the document header showing a running count and total. Clicking it opens a summary of everything selected, with a breakdown of line items and pricing.
How selections sync to the invoice
This is the key benefit of service blocks. When your client selects services:
Each selected service becomes a line item on the invoice automatically.
Taxes configured on the service are applied to the line item.
The invoice total, subtotal, and payment schedule all recalculate.
If the document has contract pages with recap blocks, those update too — showing the latest line items and payment schedule.
Manual line items you added to the invoice (items not from service blocks) are never affected by the sync. They stay exactly as you set them.
When selections are locked
Once your client makes a payment on the invoice, their service selections are locked. They can still view the document, but they cannot change their selections — the cards show a lock indicator and the select buttons are disabled.
This protects both you and your client. After money has changed hands, the agreed-upon services are fixed. If adjustments are needed, you can edit the invoice manually.
What happens when you edit services after sending
If you change a service block after the document has been sent — for example, adjusting a price, adding a new option, or changing the selection mode — the document tracks this as a material change.
Your client will need to review and approve the changes before their selections are applied at the new terms. If they had already selected services, their selections are cleared so they can choose again with the updated options.
This prevents situations where a price change silently alters an amount your client already agreed to.
Tips
Use single select for packages. If you offer Bronze / Silver / Gold tiers, a single-select block ensures the client picks exactly one.
Use multi select for add-ons. Extras like "rush delivery" or "additional prints" work well as multi-select options the client can stack.
Use view only for inclusions. Show what's already included in the base price without making it selectable.
Set quantity bounds thoughtfully. If you offer hourly services, set a minimum of 1 and a reasonable maximum to prevent unrealistic bookings.
Combine multiple blocks. You can add several service blocks to the same page — for example, a required single-select block for the main package and an optional multi-select block for add-ons.
Use invoice copy overrides. The title and description shown on the card can differ from what appears on the invoice. Use this to keep cards marketing-friendly while the invoice stays professional.
Frequently asked questions
Can I have service blocks on multiple pages?
Yes. You can add multiple services pages to the same document. All selections across all pages sync to the same invoice.
What if my client doesn't select anything?
If no blocks are marked as required, the client can skip the services entirely. The invoice will only contain your manually added line items. If a block is required, the client must pick at least one option before continuing.
Can I mix manual and service-derived line items on the invoice?
Yes. Manual line items (ones you add directly to the invoice) are completely separate from service-derived line items. The sync only touches items that came from service blocks — your manual items stay untouched.
What happens to the payment schedule when services change?
The payment schedule recalculates automatically when service selections change to reflect the updated total.
Can my client change their selections after signing the contract?
Selections are locked once a payment has been processed. Signing alone does not lock selections — only a payment does.
What if I delete a service block after a client already selected something?
The related line items are removed from the invoice on the next sync. If the client has already paid, the paid line items are preserved for audit purposes.