undefined - Allowing a Customer to Change the Quantity to Order - illustration 06a6cdda-2e0c-4345-a3de-6be30f5393ad

Allowing a Customer to Change the Quantity to Order

This user guide topic shows how you can allow your customers to be able to choose the quantity to order for the entire price table, a group of line items within a sub-heading, or for a single price line item(s).

Allow A Customer To Choose The "Quantity To Order" For An Entire Price Table

Click on the Settings button for the price table.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Allowing a Customer to Change the Quantity to Order - illustration 4148b894-38c4-4c55-8ccf-4af742c2e3a4

The Price Table Settings window will popup up. Click on the Settings tab.

To allow your customer to vary the quantity to order for all line items in this price table, toggle the switch to On (green state) for Customer Can Change Qty To Order (All Price Lines In Price Table). Save and close.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Allowing a Customer to Change the Quantity to Order - illustration 510a5d00-eb33-4804-9e4c-1ff1af510c6e

Allow A Customer to choose "Quantity To Order " For A Group of Price Line Items

After creating your price line items in a sales quote price table, add a sub-heading above the price lines you want to group and allow your customer to vary the Quantity to Order.

To show the Sub-Heading options, hover over the sub-header bar and click on the three dots to the right of the row. The options will then be displayed. Select Options.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Allowing a Customer to Change the Quantity to Order - illustration 1bf6f86a-9928-490d-af4d-28ba8890aa3e

This will prompt the Options screen to pop up.

Toggle the switch for Customer Can Change Qty To Order, as shown below (green state means “on”). Save and close.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Allowing a Customer to Change the Quantity to Order - illustration 7b74e75d-fd90-4ae2-8507-f6995222680a

Allow a Customer to vary "Quantity To Order" for a Single Price Line Item

To set the 'Customer Can Change Qty to Order' setting for a single price item line, hover over the price item line and click on the three dots to the right of the row. The options will then be displayed. Select Options.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Allowing a Customer to Change the Quantity to Order - illustration 35a2ad7b-8f02-4a74-8b6e-4f0b51b1cf9f

A window will pop up showing the possible settings for a single price line item.

Toggle the switch for Customer Can Change Qty To Order (green state means “on”).  Save and close.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Allowing a Customer to Change the Quantity to Order - illustration 0f5c49fb-d4e0-4684-9dae-d7cf731595c6

Click on the Preview button to view the option settings in place. As shown below, the QTY column is now editable for the customer to adjust the quantity for the permitted line items.

QuoteCloud - Sales Quote, Sales Proposal and Contracts Software - Allowing a Customer to Change the Quantity to Order - illustration 293cc10c-68fc-4c42-ba3f-4b0f12956a80

Related User Guide Topics