Browse Plugins

Quote numbers

Under Quotes, then Settings, then General, the Quote numbering section decides what your quote numbers look like.

  • Prefix. The text before the number. Q- by default. QUOTE- and RFQ# also work.
  • Starting number. 1000 by default, because Q-1000 reads better than Q-1 on your first day.
  • Include year. Puts the year in the middle, giving Q-2026-1001.

A live Next number preview shows what the next quote will be called, so you can see the format before saving.

The number is fixed once given

A quote keeps the number it was issued, even if you change these settings later. Old quotes never renumber, so a number you emailed a customer still matches.

Numbers never go backwards

Once quotes exist, typing a lower starting number has no effect: the next quote always follows the last number issued, so no number is used twice.

Was this page helpful?

Still stuck? Ask us