Quotation settings

In Teamleader One, just like with invoice numbers, you can set your own quotation number. Just follow the steps below to customise your quotation number:

 

  1. Go to Settings.
  2. Open Quotation settings.

  3. Choose your quotation prefix and the next quotation number. 

    For example: QuotationTeamleaderOne and 1 will become QuotationTeamleaderOne-1.

  4. Click Save.

 

And that's it! Now you just need to create a new quotation and your first number will be visible.