Custom Values and Partial Quantity Support for Estimates

Custom Values and Partial Quantity Support in Stack enhance the flexibility of estimates, making them more adaptable to your business needs. These features allow you to:

Define and use custom values in estimates for improved consistency and customization.
Configure partial quantities for items, enabling precise service or product offerings.

These enhancements help tailor your estimates to fit your unique requirements while ensuring accurate pricing and calculations.

Key Benefits

Customization: Tailor estimates with specific values that reflect your business’s unique offerings.
Precision: Offer services or products in partial quantities for more accurate invoicing.

How to Use Custom Values in Estimates

You can leverage custom values at two levels within Stack:

Editor Level Configuration

This option lets you adjust custom values directly while editing an estimate:

Navigate to the Estimates section in your dashboard.
Open an existing estimate or create a new one.
Locate the Custom Values field and enter the required information.
Save and send the estimate to your customer.

Settings Level Configuration

For consistent application across all estimates, you can set predefined custom values:

Go to Settings.
Select Estimates Preferences.
Define your custom values and save them.

These values will now be automatically available when creating estimates.

How to Enable Partial Quantity Support in Estimates

Configure partial quantities for items within estimates to accommodate services or products measured in fractions:

Open the Estimates module.
Select an existing estimate or create a new one.
When adding items, enter a fractional value in the quantity field (e.g., 1.5 hours, 0.25 units).
The system will automatically calculate pricing based on the entered fractional quantity.
Save and send the estimate.

This feature is ideal for businesses offering time-based services, construction materials, or any item that does not require whole number quantities.

Frequently Asked Questions

Q: Can I use both editor-level and settings-level custom values in the same estimate?
Yes, you can manually adjust custom values at the editor level while still having predefined values set at the settings level.

Q: Will enabling partial quantities affect pricing calculations?
No, the system automatically calculates prices based on fractional quantities entered, ensuring accurate estimates.

Q: Can the Order Submitted Trigger send notifications to multiple teams?
Yes, you can configure multiple actions, including sending notifications to different teams or updating CRM data.

Q: Is autopayment supported with PayPal for recurring invoices?
No, PayPal is only available for recurring invoices when autopayment is disabled.

How to Create and Send Estimates
Automating Workflows with Triggers for Estimates
PayPal Support for Recurring Invoices

Next Steps

Configure custom values for streamlined estimate creation.
Enable partial quantity support for more precise invoicing.
Set up Order Submitted Triggers to automate workflows.
Integrate PayPal for more payment flexibility on recurring invoices.