---
title: "Configuring the New Estimate's Products Tab"
slug: "configuring-the-new-estimates-products-tab"
updated: 2025-04-14T08:48:13Z
published: 2025-04-14T08:48:13Z
canonical: "docs.avontus.com/configuring-the-new-estimates-products-tab"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.avontus.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Configuring the New Estimate's Products Tab

Use the **Products** tab to add Products to the Estimate and configure them. Enter counts of Products to be included in the **Quantify** column. Manually enter **Rent** rates, or copy rent rates from a Rate Profile using the **Change** menu option. The bottom of the **Products** tab displays total rent amount in the Status Bar.

> **Note:** For an explanation of the fields in this tab, refer to [*About the Estimate Dialog Products Tab*](/v1/docs/about-the-estimate-dialog-products-tab).

## Entering Quantities into the New Estimate

The first step in configuring the **Products** tab is to enter the number of Products that will be used in the Estimate. Quantify requires you to do this and will not allow you to complete the Estimate without applicable quantities.

To configure the new Estimate's **Product** tab:

1. Click the **Products** tab. The *Estimate* dialog refreshes.
2. Locate the appropriate Product and click in its cell in the **Quantity** column and enter the counts of Products to be included on the Estimate. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-70ZZM3DU.png)
3. Repeat the above step as many times as necessary. The **View** filter defaults to display parts at the Branch Office. To change views, click the **Showing** dropdown and select **Parts on Estimate** or **All**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-DUXY2LQ2.png)

## Applying One or More Rate Profiles to the New Estimate

Now that you have entered the number of Products that apply to the Estimate, apply the relevant Rate Profile, as necessary, to each of the Products.

To apply one or more rate profiles to an Estimate;

1. As necessary, click the **Products** tab.
2. Hold shift and select which products to apply a rate profile to
3. Click the **Change** dropdown and select the appropriate Rate Profile from the **Copy Rates From** sub-menu.

> **Note:** You can also select applicable rows and then select a Rate Profile from the **Copy Rates From** sub-menu. Quantify will apply the Rate Profile to the selected rows. In this way, you can use multiple Rate Profiles on the same Estimate.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-GHAKIUCN.png)

Quantify applies the Rate Profile rental rates to the selected Estimate Products.

## Applying a Prorated Amount to the New Estimate

You can use the **Prorate** button in the **Product** tab to make the rental amount shown on an Estimate equal a specific fixed amount. Rent may be prorated using either weight and Estimate quantities, or list price and Estimate quantities.

To apply a prorated amount to an Estimate:

> **Note**: These steps detail Prorate by Weight. The steps are the same for Prorate by List Price.

1. As necessary, click the **Products** tab.
2. Click the **Prorate** button.
3. Select **Prorate by Weight and Quantity**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-7OS7RCCR.png) The *Prorate* dialog appears.
4. Click in the **Amount Per Period** text field and enter the amount the Estimate should total. **Note:** To remove a prorated amount from an Estimate, enter a 0 (zero) in the **Amount Per Period** text field.
5. Click **Change Rates**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-7VKYTIAC.png) The Total Rent on the Estimate now equals the Prorated rate. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-VMAK5V37.png)

## Applying Factor Multipliers to an Estimate

You can apply Factor Multipliers in the **Product** tab of an Estimate to calculate a Factor value.

> **Note**: When a product has a Factor Multiplier Value assigned in the Product Catalog, the part will carry the default Factor Multiplier Value into a new Estimates automatically. For more information, refer to [*Working with Quantity Factor Multipliers*](/v1/docs/working-with-quantity-factor-multipliers).

To apply Factor Multipliers to an Estimate:

1. As necessary, click the **Products** tab.
2. Locate the part that requires a Factor Multiplier Value and click its dropdown in the **Factor Multiplier** column (in the far right side of the grid) and the select the appropriate Factor Multiplier from the list of available Factor Multipliers. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/image-B43PHQWB.png)

> **Note:** If the Factor Multiplier you need is not in the list, you can add a new one. For these procedures, refer to *Adding a Factor Multiplier Through the Estimate Dialog* below. Quantify applies the Factor Multiplier Value to the selected part and updates the Estimate Factor calculation. This calculation is performed by multiplying the Part Quantify times the Factor Multiplier Value**.**

**![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/7ada020f-034a-4d89-ab4d-64b0db70942e.png)** Repeat as necessary for each part that needs a Factor Multiplier Value calculation.

### Adding a Factor Multiplier Through the Estimate Dialog

If you are adding a Factor Multiplier to one or more Products and the Factor Multiplier you need is not available, Quantify enables you to easily add the Factor Multiplier you need.

To add a Factor Multiplier**:**

1. Click **Factors**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/6f929d74-7944-40a5-a1ed-eb142fcbd87d.png) The *Quantity Factor Multipliers* dialog appears.
2. Click the **Add** button ( ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/8f9360f4-e4f3-4904-af61-42bb1676b244.png)). ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/92bbefeb-44f9-4db0-815d-093c16d4e1cd.png) The *Product Quantity Factor* dialog appears.
3. Click in the **Name** text field and enter the factor's name.
4. Click in the **Factor multiplier** text field and enter the appropriate multiplier.
5. Click in the **Description** text field and enter a short description of the Factor Multiplier.
6. Click **OK**. ![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/b0585f56-75c2-43d0-8c70-4cf83f7b5672.png) The *Quantity Factor Multipliers* dialog returns.
7. . When you are done, click **Close** in the *Quantity Factor Multipliers* dialog.

![](https://cdn.document360.io/ae69c864-58f0-4711-91e1-d1c2f7dff95f/Images/Documentation/00fe4541-5059-45f7-924f-ff222d700e21.png)