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Socket Pro Tips: Editable Quote Numbers

OurĀ Editable Quote Number functionality will allow you to edit the Quote Number on a Quote-by-Quote basis when either creating 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 cornerĀ above the “Prepared for” section as per the screenshot below:

editable-quote-number-quote-create

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:

editable-quote-number-quote-edit

Please Note:
TheĀ Editable Quote Number functionality will not override the default Quote Number sequencing.

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