DoQuotes enables short, simple Quote reference numbers, set to your preference.
Depending on your business approach, either the Admin or the Users can set the details of Quote references.
A client came to us requesting a much shorter, user friendly quote reference number, than the standard long HubSpot one.
The following is now available in DoQuotes:
- Choose a Quote prefix string. The Default is Q
- Decide on the next available quote number. Default starts at 1
- Choose the number of decimals places you prefer; the default is 4 with leading zeros, for example the first number is 0001, resulting in Q0001.
How to Setup your Quote Reference Numbers:
Within the Setup of DoQuotes,
TIP: Make sure your Company ID# details are complete.
(This does not affect the Quote Numbering to work)
> Quote Prefix (e.g. Q) is the Default: Choose the Prefix you prefer
> Add your preferred Prefix
> Add Decimal Places required
> Next Quote Number: e.g. 31 is populated from the last actual Quote created.
> Add your preferred quote number for the next quote to be generated.
> SAVE
More Help Documents here: