Invoice Crowd's Customize Quantity option lets a client change the quantity on each line before approving and signing, and the total recalculates. It works on estimates and purchase orders, for quantities up to 1,000,000.
What is inside
Clients often want more of one thing and less of another. Customizable quantity lets them set it on the estimate itself.
The client's edit
The client opens the estimate and changes the number against a line: three licenses rather than five, two days of editing rather than one. The document totals itself again as they work, so the price they are agreeing to is the price of what they have actually asked for.
When the quantities are right, the client signs the estimate as it now stands. The signature sits on the adjusted document, so both sides know exactly which numbers were agreed.
Fewer guesses, fewer rounds
Let the client set the quantity and skip the guesswork. What comes back is exactly what they intend to buy, so every estimate is a more reliable forecast of the work ahead and the revenue attached to it.
The quantity changes on the document itself, so both sides read the same figures and the estimate always reflects what the client asked for.
What happens downstream
Removable lines and adjustable quantities sit on the same estimate. A client can drop the extras they do not want, set how many of the ones they kept, and sign the result in one visit.
Whatever the client settled on is what gets billed. Converting the approved estimate brings the adjusted quantities across, whether you do it by hand or leave it to run automatically, so the invoice always matches what was signed.
Also included
Everything that takes an adjustable estimate from quote to payment.
Clients can enter any quantity up to 1,000,000 on each line, with the total updating as they go.
You are notified when the client approves, and the quantities they set are saved with that approval.
Adjustable lines can come from your item catalog or be typed for one estimate.
Custom rates apply to the new quantity, so a bigger order still totals correctly.
The adjusted estimate takes an e-signature online, with no printing or scanning involved.
Clients return to see the quantities they chose and the document they signed.
An approved estimate can raise its invoice on its own, adjusted figures included.
Ask for a deposit on the estimate so the client pays part of the agreed total as they accept, and bill the rest when the work lands.
Quantities and totals hold up in whichever currency the client is quoted in.
A bigger pitch carries priced sections and an e-signature for the same kind of sign-off.
The signed estimate is filed against the customer it belongs to, with its history.
Send an estimate with adjustable quantities during your 30-day free trial.
Questions
Up to 1,000,000 on each line. Invoice Crowd recalculates the document before approval, so the accepted scope and totals are always clear.
Yes, when the client approves the estimate. The approved document stores the quantities they set, so from that point you are scheduling and billing against their figures.
Yes. A client can select or deselect the client-removable lines first, then set the quantities on whatever they have kept, and sign once at the end. Both decisions are recorded on the same signed estimate.
Yes. The quantities the client set carry through automatically when the approved estimate is converted, so the invoice bills the amount that was signed for rather than a figure someone has to transfer by hand.
Yes. Line amounts, tax and any discount recalculate as the quantity changes, so the client always sees the real cost of the version in front of them before they sign.
Yes. Customizable quantity covers how many, never how much each. Your rates, taxes and discounts stay exactly as you set them.
Turn on customizable quantity, send the estimate once, and let the client size the job right on the document.
