Let a customer change the number of units on an estimate before they accept it.

1. Open Document Options

Open Business Profiles. Select Edit beside the business you want to change, then choose Document Options, then Estimates.

Select Edit beside the business you want to change.

2. Choose the setting

In Estimate Options, turn on Customize Quantity. Leave it off if the quoted quantity is fixed.

Customize Quantity allows a customer to change quantities before accepting.

3. Save Changes

Select Save Changes. Create or review the intended estimate and check its quantity setting before sharing it.

4. Save and check the result

Preview the customer copy. A quantity change can change the total; review the final selection on the accepted estimate.