Variable Quantity and Optional Products let you make pricing tables interactive by allowing recipients to adjust quantities or choose whether specific products are included before signing.
These settings are applied at the product row level and affect how totals are calculated in real time.
What Variable Quantity is
Variable Quantity allows recipients to increase or decrease the number of units for a product directly in the document.
It is designed for pricing models where quantity can vary per deal, such as licenses, seats, hours, or usage-based services.
What Optional Products are
Optional Products allow recipients to include or exclude specific product rows from the pricing total.
Optional rows are displayed with a selectable checkbox and are excluded from the total unless selected by the recipient.
Where these settings apply
Both Variable Quantity and Optional Product settings apply to individual product rows inside a pricing table.
They do not affect:
Product data in the Product Library
Pricing group configuration
Discounts or tax logic
Each row can be configured independently.
Quantity limits and defaults
When Variable Quantity is enabled, you can define:
A default quantity
A minimum quantity
A maximum quantity
These limits control what recipients can select and ensure quantities stay within allowed boundaries.
Combining Variable Quantity and Optional Products
A product row can use both settings at the same time.
This allows recipients to:
Choose whether to include the product
Adjust the quantity if the product is selected
Totals and summaries update automatically based on the recipient’s selections.
Pricing behavior and calculations
Recipients cannot change unit prices.
When quantities change or optional products are selected:
Unit prices remain fixed
Amounts are recalculated automatically
Pricing summaries update in real time
All pricing logic remains controlled by the editor.
Recipient experience
Recipients can interact with:
Quantity selectors for adjustable products
Checkboxes for optional products
They cannot edit prices, discounts, or configuration settings.
Previewing and validation
Use Preview mode to see the document exactly as recipients will experience it.
Preview shows:
Quantity controls
Optional product selection
Updated totals and summaries
Best practices
Use Variable Quantity for products priced by seats, licenses, hours, or usage.
Use Optional Products for add-ons, upsells, or non-mandatory services.
Combine both settings to create flexible bundles while keeping pricing controlled.