How to Set the Quote ID Format?

You can set the Quote ID format during Initial Setup of InTimeCRM. In case you want to change the format, it can be done from General Settings under Settings icon on the Action Bar.

To set the Quote ID format:

  1. In the Action Bar, click the Settings Button icon and under Company, select General Settings.

    General Settings

  2. Under General Settings, in Quote ID Format field, type the desired format in the text box provided and choose the desired separator.

    Quote ID Format

    Note: The fields marked with * are mandatory.

  3. Click Save.

    The new Quote ID format is now set.

For more information on Quote ID format, refer to What is Quote ID Format?.

Initial Setup

Quote Settings

Frequently Asked Questions