Add A Quote Number To Each Quote

Want to automatically add a unique Quote Number to every Quote? Create an Auto-numbered Field in CounterGo to assign a number to each Quote as it's created. You can also add custom prefixes and suffixes to the numbers.

See Related Articles for more information.

  1. Go to Settings > Quote & Order > Fields.
  2. Click the Create button.
  3. Name your Field and choose Auto-number as the Data Type.
    If you want this number added to all of your existing Quotes, check Generate value for all existing CGQuotes at the bottom.create a Quote & Order Field
  4. The new Field will appear in the Quote Info and Order Info areas in a Quote or Order.Custom Field displayed in Quote Info area
  5. Pull this Field onto Quote & Order Forms to have it displayed on printed and emailed Quotes & Orders.Quote & Order Field displayed in a Form