Allow Recipients to Change Quantity in Price Table

 

FAQs: Allowing a Recipient to Change the Quantity to Order

What does allowing a recipient to change the quantity mean?

It means giving your customer the ability to adjust the number of units they wish to purchase directly in the price table of your sales quote.

How do I enable this feature in a price table?

In the price table editor, select the line item(s) and activate the option that lets recipients change the quantity field. Once enabled, clients can adjust the numbers when reviewing the quote.

Can I allow quantity changes for all line items?

Yes. You can enable it for the entire table, or selectively allow changes only on certain line items while locking others.

Why would I allow recipients to change quantities?

This feature makes quotes more interactive and flexible. Clients can choose the quantity that best suits their needs, which helps speed up the decision-making process and reduces back-and-forth communication.

Does changing quantities affect totals automatically?

Yes. When a recipient updates the quantity, the price table instantly recalculates totals, taxes, and discounts to reflect the new order value.

Want to learn how to let recipients control other parts of the price table?

For guidance on additional interactivity—like enabling or disabling line items—see more information.