Clients often need flexibility to adjust item quantities or remove unnecessary items from proposals or contracts. Without this feature, businesses face delays caused by back-and-forth communication to finalize the details.

 

Steps to Set Up Item Quantity Customization and Item Removal

  1. Navigate to Your Proposal or Contract

    • Log in to your Invoice Crowd account.
    • Click on the Proposals menu and open the proposal you want to configure.

  2. Enable Item Customization

    • In the document editor, locate the pricing table and click on settings icon.
    • Check the settings to ensure "Allow Item Quantity Customization" is enabled for the client.

  3. Enable Item Removal

    • In the same pricing table settings, toggle the option for "Allow Item Deletion" to let clients remove items as needed.

  4. Save and Send

    • Save the changes and send the proposal or contract to your client.

  5. Client Interaction

    • When clients receive the document, they will:
      • Adjust quantities using the quantity fields in the pricing table.
      • Remove items using the delete icon next to the item.