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Estimates and purchase orders

Let clients remove estimate items before they approve

Invoice Crowd's Remove Items option lets a client take out the lines they don't need before approving and signing, and the total recalculates as they go. It works on estimates and purchase orders.

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  • One switch per document
  • Totals update as they choose
  • Saved with the signature
The Invoice Crowd estimate editor with Remove Items switched on in the Options panel, next to the client view where one line has been removed and the total recalculated before approval

How it works

Quotes clients can shape themselves

Send one estimate with every option on it. The client removes what they don't need, the total updates, and the version they sign is the one you bill.

Before you send

You decide

Invoice Crowd estimate editor with the Options panel and the Remove Items setting switched on for the whole estimate

Switch on Remove Items

Turn on Remove Items in the Options panel of an estimate or purchase order, and your client can take out lines before they approve it online.

  • One switch per document
  • The client picks the lines
  • For estimates and purchase orders
An Invoice Crowd estimate as the client sees it with the saved item names and rates fixed and only the remove control available, and the estimate editor behind it

Your prices stay protected

The client sees your items, rates, taxes and discounts exactly as you saved them. They choose what to keep, and the pricing stays yours.

  • Your item names and details
  • Your rates, as you set them
  • Tax and discounts recalculated

What the client sees

Their choice, your terms

An Invoice Crowd estimate as the client sees it with one line removed, the remaining lines in their original order and the total recalculated

Remove what they don't need

The client removes the lines they don't want in a click. The remaining lines keep their order, and the total updates straight away.

  • At least one line always kept
  • Your lines, in your order
  • Totals update as they go
An Invoice Crowd estimate where the client removed one line and changed the quantity of another, with the Customize Quantity setting that allows quantity changes separately

Pair it with adjustable quantities

Switch on Customize Quantity as well, and the client can also set how many of each remaining line they need, up to 1,000,000.

  • Set how many of each
  • Up to 1,000,000 per line
  • Removal and quantity in one visit

At approval

One signed version

The Approve and Sign dialog on an Invoice Crowd estimate after the client removed a line, with the recalculated total that is saved with the signature

Sign exactly what they chose

When the client approves, Invoice Crowd recalculates the total from your saved prices and records their signature on the version they chose, so everyone is clear on what was agreed.

  • Priced from your saved rates
  • Their selection becomes the estimate
  • Signature and scope saved together
An approved Invoice Crowd estimate beside the invoice converted from it, with the quantity the client changed and the item the client removed carried across and the same total

Bill exactly what was approved

Convert the approved estimate to an invoice as usual, and the lines the client kept carry straight across with the agreed total.

  • The approved scope is the record
  • Removed lines stay off the invoice
  • Manual or automatic conversion

Built in

Flexibility for clients, control for you

Every safeguard you need to offer choice with confidence.

  • Estimates and purchase orders

    Offer line removal on the estimates and purchase orders your clients approve online.

  • Where it works

    Remove Items works on estimates and purchase orders, the documents your clients approve online.

  • Always a valid quote

    At least one priced line stays on every approved document.

  • Your lines only

    Clients choose from the lines you added, so the scope stays yours to define.

  • Item details protected

    Each item's name and SKU stay exactly as you saved them.

  • Your layout kept

    The remaining lines stay in the order you arranged them.

  • Your rates, protected

    Unit rates stay as you set them, whatever the client removes.

  • Accurate totals

    Tax, discounts and totals recalculate from your saved prices with every change.

  • Adjustable quantities

    Switch on Customize Quantity to let clients set how many of each line they need.

  • Secure approval

    Every approval is verified against the latest version of the document before it is saved.

  • Saved with the signature

    The client's choices are saved the moment they approve and sign.

  • One switch, whole document

    Remove Items applies to every line on the document, and the lines the client keeps become the saved scope.

Questions

Client-removable items, answered

Which lines can a client remove?

Any line on the estimate or purchase order, as long as at least one priced line remains. Remove Items is one switch for the whole document, so it suits quotes where every line is an option the client can take or leave.

Do my prices stay the same when a client removes lines?

Yes. Item names, rates, taxes and discounts always come from your saved estimate. The client chooses which lines to keep, and the total recalculates from your prices.

Can the client change quantity too?

Yes, when Customize Quantity is also switched on. The client can set any quantity up to 1,000,000 on the lines they keep, and the total recalculates before they approve.

When are the changes saved?

The moment the client approves. Their chosen lines, the recalculated total and their signature are saved together, so the approved document is a complete record of what was agreed.

Give clients a choice, keep control of the quote

Switch on Remove Items, send one estimate with every option on it, and bill the version your client signs.

  • One switch per document
  • Your prices protected
  • Signed and saved together
Try Invoice Crowd See all features