Only here for a specific issue? Here's what we're talking about in this article: 

One of the main keys to running a modern business is to shift as much focus on the customer as possible. This includes giving your customer the luxury of choice as much as possible. Our "editable quantities" feature gives your client the choice of not just what to buy, but also how much of it.

If you have edit permissions, you can make almost any row-type editable the moment it's created. You can set a "recommended" quantity to help get the ball rolling, giving your customer an idea of a "good amount". When your customer sets the quantity, we'll calculate it to show the correct value in the subtotal. This lets your customer see how much they're paying, and lets you keep track of your proposals' value.

Heads up! Editable quantity fields are only available to rows which have a unit and quantity. Fixed and content rows have only the name/description and sub-total fields.

Setting An Editable Quantity

To set an editable quantity, you'll need to reach that row's properties page.

To get to your row settings, click a row inside a selected table. This will move from fee table properties to fee row properties:

From there, select the box under row options labelled editable quantity:

Once set, your row's quantity field will include fill box with a numerical toggle on the right:

Editing the Default Quantity

If you'd like to keep the quantity editable, but want to start with a "recommended quantity", use that number. Whatever value you set in the editor will be the default quantity for your client's proposal.

What Editable Quantities Affect

Once you set a quantity field as editable, the value of the row will update based on the chosen quantity. When you include this table in the total, this will affect:

  • Any textbox with the {total} variable.
  • The proposal's value in the preview, snapshot and pipeline page.
  • Any invoice made through one of our invoicing integrations.
  • Your metrics page.

Editable Quantities and Signatures

Once your customer signs the proposal, your editable quantities will be locked in. We do this so multiple signees can all sign off on the same thing, rather than signing off for their own choices.

Did this answer your question?