Multi Quantity Estimates allow you to present your Customers with clear pricing options based on different Order quantities. This feature makes it easy to show how the total price changes as Quantities increase or decrease, giving Customers flexibility and helping them make informed purchasing decisions. There are several ways to create a Multi Quantity Estimate in CoreBridge, and once completed, your Customer can review all available options directly on their Estimate.
Table of Contents
- Adding Multi Quantities from Estimate View.
- Adding Multi Quantities Within Line Item View
- Multi Quantities on an Estimate
- Accessing an Estimate PDF Through the Customer Portal
- Best Practice
- Related Articles
To create an Estimate with multiple Quantities, navigate to Sales / Estimates and either click into the appropriate Estimate, or create a new one.
Adding Multi Quantities from Estimate View.
1. Click the Multi Quantity icon directly on the Line Item.
Note: This opens a pop-up that allows you to enter the desired Quantities.
2. Click +Add.
3. Enter the Quantity.
Note: Repeat these steps until all the desired Quantities have been entered.
4. Click Save & Close.
Adding Multi Quantities Within Line Item View
1. Click on the Line Item to open it.
2. Click the Multi Quantity icon.
Note: This opens a pop-up that allows you to enter the desired Quantities.
3. Click +Add.
4. Enter the Quantity.
Note: Repeat these steps until all the desired Quantities have been entered.
5. Click Save & Close.
Note: This information can be accessed at any time to review pricing by following the steps above and clicking Cancel.
Multi Quantities on an Estimate
Multi Quantity Estimates can be viewed by your team within CoreBridge or directly on the Estimate PDF. Customers will be able to see these options on the Estimate PDF they receive through Email, Print, or accessed through the Customer Portal.
Accessing an Estimate PDF Within CoreBridge
Navigate to Sales / Estimates and open the correct Estimate.
1. Click the PDF icon.
2. Click Estimate.
a. Original quantity as entered on the Estimate.
b. Additional quantity options as entered in.
c. Subtotal and Taxes as applied to the original quantity.
Note: Additional quantity costs do not include taxes.
Accessing an Estimate PDF Through the Customer Portal
The following steps outline how a Customer can access their Estimate PDF within their own Customer Portal.
Note: You can also access the Estimate PDF in this way by going into their Customer Portal by navigating to Customer Portal and selecting the appropriate Company from the dropdown menu.
Navigate to Open Estimates and select the appropriate Estimate.
1. Click Estimate.
a. Original quantity as entered on the Estimate.
b. Additional quantity options as entered in.
c. Subtotal and Taxes as applied to the original quantity.
Note: Additional quantity costs do not include taxes.
Best Practice
When creating Multi Quantity Estimates, keep in mind that calculations are based on standard pricing. If a Price or Machine runtime has been manually overridden, the system cannot automatically adjust those values across different Quantities. As a result, the multi-quantity options may not display accurate Pricing for those items. To ensure the feature works as intended, it’s best to avoid overrides when you want Customers to see correct Pricing across multiple Quantities.
Example:
Suppose you’re creating an Estimate that includes 100 brochures. If you use standard pricing, the Multi Quantity feature can automatically show your customer how the price would change for 250, 500, or 1,000 brochures.
However, if you manually change the price of the brochures or override the machine time used to produce them, the system can no longer recalculate those values. In that case, the Multi Quantity feature won’t be able to give your customer accurate pricing for the other quantities.
Note: If a Multi Quantity Estimate appears to be calculating incorrectly, an important troubleshooting step is to check if any manual overrides have been applied to the Item.
Related Articles
Customer Portal Module Overview