When Customize Quantity is enabled on an eligible estimate or purchase order, the client can enter a positive quantity up to the system maximum of 1,000,000 before approval. Invoice Crowd does not currently provide a merchant-defined minimum or maximum range.
What is inside
Most quotes come back with the same question attached: could we have more of this and less of that. Customizable quantity puts that answer on the document instead of in a reply.
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. There is no revised version to send, no confirming message to write, and no argument later about which set of numbers was agreed, because the signature sits on the adjusted document.
Fewer guesses, fewer rounds
Quoting a quantity you are unsure about usually costs you a revision. Letting the client set it removes the guesswork: what comes back is what they intend to buy, which makes each estimate a more honest forecast of both the work ahead and the revenue attached to it.
A quantity change normally travels by email and gets re-keyed by somebody. Here it happens on the document itself, so both sides read the same figures and nothing is lost between the client asking for a different amount and the estimate that reflects it.
What happens downstream
client-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 rather than asking you for three different versions of the same quote.
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 nobody has to remember at billing time that line four changed after the estimate first went out.
Also included
Quantity is one field on a document that still has to price the work, get itself signed and turn into money you have been paid.
Adjustment happens inside the system limit; there is no custom min/max range, so nothing arrives outside what you can deliver.
the permitted quantities are saved when the client successfully signs and approves the document.
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.
Take part of the agreed total up front 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.
Use a real estimate to confirm that client-adjustable quantities fit the way you quote.
Questions
the current system accepts a positive quantity no greater than 1,000,000; there is no merchant-defined range. Clients move within those parameters, so an estimate cannot come back with a quantity you have no way of fulfilling, and you keep control of the shape of the quote.
Yes. Once a client has adjusted the quantities and signed the estimate, the approved document stores the resulting quantities; there is no separate detailed change report, so from that point you are scheduling and billing against their figures rather than the ones you originally proposed.
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 and can weigh it up properly before deciding whether to sign.
No. Customizable quantity covers how many, not how much each. Your rates, taxes and discounts stay as you set them, which keeps a quote from turning into a negotiation over the rate card you already published.
Turn on customizable quantity, send the estimate once, and let the client size the job on the document instead of in a reply to it.
