Quote Prefix is the information positioned in-front of the Quote Number, we use “QU -” as your default. You can change this to whatever your company would prefer.

We can automatically increase the Quote number sequentially for you. You may want to start doing this from a particular Quote number, please enter those details in the Quote settings otherwise the system will start from QU-00001.

To Customize these settings,
 

  1. Select Settings cog from the top menu bar.
  2. Accounts
  3. Select the Quotes tab.
  4. Scroll down to Quote Prefix and Automatic Sequential Numbering.
  5. You can specify your settings here.
  6. Select Save when done.