Add Unique Quote Number to Quotes


It is possible to add unique, auto-incrementing quote numbers to Quotes by adding a Custom Field


  1. Select Quote::Edit Settings menu
  2. On the left, click Custom Fields.
  3. Click the New Quote Custom Field... button

  4. For Name, type in Quote Number. For Data Type, choose Auto-number.
  5. To start at a specific number, enter the number in the Starting Number field. 

  6. To assign numbers to all existing quotes, check Generate value for all existing Quotes.
  7. Click OK.

Every new Quote will now have a number. 

Next, edit your  Form Template so the Quote Number will print on Quotes.

To add Quote Number to the Form Template:
  1. Select Quote::Edit Settings menu
  2. Click a Form Template and choose Edit Form to update an existing form or Duplicate Form Template to create a copy with the new field, or click on the New Printable Form button and type in a name.

  3. Click on the Fields button and select Add Form Field.
  4. Select the Data Type Quote Info. After selecting this data type you will be presented with a drop-down list of fields to choose from. Select your quote number field and click OK.

  5. The field will be added to the top of the quote. You can move the field by clicking on it and dragging it. Display multiple fields on a single row by clicking on a field and dragging it to the left or right of another field until you see 

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