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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
Frequently Asked Questions
What does the "Recipient Can Change Quantity" option do?
The "Recipient Can Change Quantity" option in QuoteCloud lets document recipients change the quantity of individual products directly inside interactive price tables when they view your sales documents (quotes, proposals or invoices).
This gives customers flexibility to tailor line-item quantities during review without requesting edits from the sender.
Where do I enable the "Recipient Can Change Quantity" option?
You enable the option per product inside your QuoteCloud product catalogue. Open the product record in the catalogue and toggle on the "Recipient Can Change Quantity" setting for that specific product.
Once enabled, any document containing that product will allow recipients to update its quantity while viewing the document.
Which QuoteCloud documents support recipient-adjustable quantities?
The feature applies to QuoteCloud sales documents that use interactive price tables. When a document's price table includes products with the option enabled, recipients can change those product quantities while reviewing the document.
Typical supported document types include quotes, proposals and invoices that contain interactive price tables.
How do recipient quantity changes affect the document pricing?
When a recipient adjusts a product quantity in the price table, the document display updates immediately so line totals and the document total reflect the recipient's selected quantities while they review the document.
These on-screen changes show the customer the updated pricing during review; they do not automatically change your product catalogue records unless you accept or sync those changes through your normal workflows or integrations.
Can I turn the option on or off for specific products?
Yes. The setting is applied per product in your product catalogue, so you control which items recipients can modify and which remain fixed. This lets you protect fixed-price or limited-availability items while allowing flexibility on selectable or configurable items.
Will recipient changes automatically update my product catalogue or accounting system?
No—recipient edits are made to the document view during review and are not automatically written back to your product catalogue or external accounting systems.
If you want recipient-accepted changes to be recorded in your catalogue or accounting software, you should use QuoteCloud's integration or sync features (for example, your QuickBooks Online connection) or follow your normal approval and export workflow to commit those changes.
How do recipient-adjustable quantities affect negotiation and approval workflows?
Allowing recipients to change quantities speeds up self-service adjustments and can reduce back-and-forth edits, helping negotiations progress faster. Recipients see updated totals instantly, which often shortens decision time.
For controlled workflows, consider combining adjustable quantities with approval steps or messaging so you review any recipient-suggested totals before finalizing accounting or stock adjustments.
Best practices for using "Recipient Can Change Quantity" in QuoteCloud?
Only enable the option for products where quantity flexibility is acceptable (e.g., configurable items, bulk discounts). Keep fixed-price or limited-stock items locked to prevent accidental changes.
Document clearly which items are editable in the price table, and if you use accounting integrations, confirm how and when document changes are synced so financial records remain accurate.