Custom Values and Partial Quantity Support for Estimates

Key Benefits

• Flexible Customization: Add custom values to estimates for additional details or standardized information.

• Improved Accuracy: Use fractional quantities (e.g., 1.5 hours or 0.25 units) for services or materials.

• Consistent Estimates: Configure predefined values so they automatically appear when creating new estimates.

• Better Pricing Calculations: The system automatically calculates totals based on partial quantities.

How to Use Custom Values in Estimates

Custom values can be configured at two levels: editor level and settings level.

1. Editor-Level Configuration

You can add or modify custom values while creating or editing an estimate.

Steps:

1. Navigate to Payments → Estimates.

2. Open an existing estimate or create a New Estimate.

3. Locate the Custom Values field.

4. Enter the required custom information.

5. Save or send the estimate.

This option allows you to customize values for individual estimates.

2. Settings-Level Configuration

You can define default custom values that automatically appear on all new estimates.

Steps:

1. Go to Settings in the admin panel.

2. Select Estimate Preferences.

3. Define your custom values.

4. Click Save.

These predefined values will now appear whenever new estimates are created.

How to Enable Partial Quantity Support in Estimates

Partial quantities allow businesses to add items using fractional values instead of whole numbers.

Steps:

1. Open the Estimates module.

2. Create a new estimate or open an existing one.

3. Add a product or service.

4. In the Quantity field, enter a fractional value (e.g., 1.5, 0.25, etc.).

5. The system automatically calculates the total price based on the quantity entered.

6. Save or send the estimate.

This feature is useful for:

• Time-based services (e.g., hourly work)

• Construction or material-based estimates

• Products measured in partial units

Frequently Asked Questions

Can I use both editor-level and settings-level custom values in the same estimate?

Yes. You can manually edit custom values in the estimate editor while also using predefined values configured in settings.

Will partial quantities affect pricing calculations?

No. The system automatically calculates pricing based on the fractional quantity entered, ensuring accurate totals.

Can the Order Submitted trigger notify multiple teams?

Yes. You can configure multiple actions for the trigger, including sending notifications to different teams or updating CRM data.

Is autopayment supported with PayPal for recurring invoices?

No. PayPal can be used for recurring invoices only when autopayment is disabled.