This guide explains how to use the “Recipient Can Change Quantity” option in QuoteCloud so recipients can adjust product quantities when reviewing your sales documents.
Using the “Recipient Can Change Quantity” Option for Products
Using the “Recipient Can Change Quantity” Option for Products — FAQ
What does the “Recipient Can Change Quantity” option do?
The “Recipient Can Change Quantity” option in QuoteCloud lets customers adjust product quantities directly within your price tables when they review sales documents (quotes, proposals or invoices). This gives recipients flexibility to modify quantities without requesting edits from the sender.
Where do I enable “Recipient Can Change Quantity”?
You enable this option for individual products in QuoteCloud’s product catalogue. When the option is enabled for a product, recipients reviewing documents that include that product can change its quantity directly in the document’s price table.
Which documents support recipient-adjustable quantities?
The feature applies to QuoteCloud sales documents that include interactive price tables. When a document’s price table contains products with the option enabled, recipients can change those product quantities while viewing the document.
How do recipient quantity changes affect the document pricing?
Quantity adjustments made by the recipient are reflected in the document’s price table so the displayed line totals and overall pricing update to show the recipient’s selected quantities while they review the document.
Can I turn the option on or off for specific products?
Yes. The setting is applied per product in your product catalogue, so you decide which products recipients are allowed to modify and which remain fixed.
Will recipient changes automatically update my product catalogue or accounting system?
This guide focuses on enabling recipients to adjust quantities within sales documents. Whether recipient edits sync back to your product catalogue or external accounting systems depends on your QuoteCloud settings and any active integrations. For integration-specific behaviour (for example, with Xero, QuickBooks Online), consult the relevant integration documentation.