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Quote Settings

5 docs

Quote Settings Overview

Last Updated: 10 November 2026

All the quote settings in one place: numbering, defaults, workflow, customer access, conversion, pipeline, notes and terms.

Change Quote Prefix

Last Updated: 10 November 2026

Change the letters in front of your quote numbers, such as QUOT-.

Set Next Quote Number

Last Updated: 10 November 2026

Choose the number your next quote will get.

Add Quote Note

Last Updated: 10 November 2026

Set the customer note that is added to every new quote.

Add Quote Terms

Last Updated: 10 November 2026

Set the terms and conditions that are added to every new quote.