How to Let Buyers Set Their Own Quantity or Dimension

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Overview

You can allow a client to set their own quantity or dimension for a line item on their quote. This lets buyers play with their quote and budget by adjusting the quantity or dimension of that item themselves, which can save you a trip to do an on-site measurement.

Before You Begin

• Identify the line item you want the buyer to be able to adjust.

1. Click the cube icon on the line item you want the client to be able to set.
2. Click into the line item.
3. Go to Sales, then Optionality and Upgrades.
4. Click the toggle for Allow the Buyer to Set Quantity.
5. Save your changes.

Once saved, the buyer will be able to input the dimension or quantity, whatever applies, for that line item directly on their quote.

Tips & Best Practices

• Save a Site Visit: Letting the buyer set their own quantity or dimension can save you the time of doing an on-site measurement.

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Why This Matters

• Gives buyers the flexibility to adjust quantity or dimension on a line item themselves, so they can explore how changes affect their quote and budget.

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Summary

Enabling the Allow the Buyer to Set Quantity toggle in a line item's Sales, Optionality and Upgrades section lets the client input their own quantity or dimension directly on their quote.