What Is Quote ID Format?

In IntimeCRM, Quote ID Format is a field used to set a unique quote number for each quote.

Quote ID has three parts - Prefix, Quote sequence number, and Suffix divided by a separator (as shown below). Every quote is assigned a unique value automatically based on this format. The quote sequence number is auto-generated and auto-incremented by 1.

Important: Quote ID Format is a mandatory field; however, Prefix, Suffix, and Separators are optional.

Quote Id Format

Note: You can change the Quote Sequence Number only after changing the prefix or suffix.

If you want to distinguish the quote number for different contacts or organizations, you can change the prefix and suffix of the Quote ID Format.

For more information on setting Quote ID format, refer to How to Set QuoteID Format?

How to Set QuoteID Format?

Initial Setup

Quote Settings

Frequently Asked Questions