QuoteCloud lets you give recipients control over the quantity they wish to order directly within the price table. This guide shows how to activate and configure this feature.
Allowing a recipient to change the quantity gives your customer the ability to update the number of units they want to purchase directly inside the QuoteCloud price table while reviewing a sales quote.
Open the price table editor in QuoteCloud, select the line item(s) you want to make interactive, and activate the option that permits recipients to change the quantity field. Once saved, clients can adjust quantities when they view the quote.
Yes — you can enable recipient quantity changes for the entire price table or selectively on specific line items. Items you don’t want altered can be locked so recipients cannot edit those quantities.
Yes. When a recipient updates a quantity, the price table recalculates line totals, overall totals, taxes, and any applied discounts instantly so the quote always reflects the new order value.
Enabling quantity changes makes quotes more interactive and flexible, helps clients choose the right amount for their needs, speeds up decision-making, and reduces time-consuming back-and-forth communication with your sales team.
QuoteCloud lets you control which fields are editable and lock line items. If you need stricter controls such as minimums, maximums, or step increments, check the price table settings in the editor or consult your QuoteCloud configuration options for available quantity-limit features.
Changes made by recipients update the quote totals in QuoteCloud, and invoices generated from that updated quote will reflect those values. If you use integrations (for example QuickBooks Online), ensure your sync settings cover updated quotes and converted invoices so your accounting records remain accurate.
Yes. QuoteCloud supports other interactive options such as enabling or disabling line items and configurable fields. For step‑by‑step guidance on enabling additional interactivity, review the price table interactivity documentation in the QuoteCloud user guide.