One of the most requested features from our Partners has been the ability to edit Quote Numbers on a Quote-by-Quote basis. We’re extremely excited to announce the Editable Quote Number functionality that will allow you to edit the Quote Number on a Quote-by-Quote basis when either creating the Quote or editing the Quote.
When creating a Quote, you can edit the Quote Number by entering your desired number in the optional “Quote” field in the top right corner above the “Prepared for” section as per the screenshot below:
When editing a Quote, the “Quote” field will display the custom Quote Number and the default Socket Quote Number will be shown in parentheses shown in the example below:
The Editable Quote Number functionality will not override the default Quote Number sequencing.