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Status Already exists
Categories CRM App
Created by Guest
Created on Jul 12, 2021

Quotation version numbers

Continuity and traceability. Each change or version of a quote should have a number that carries over to the next e.g 4193/1 4193/2 etc but other documents relating to that quote have their own numbering

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    Andrew Ardron
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    Jul 16, 2021

    We do already have a feature / set of features for this.

    One of the merge fields for a quote document (email or word template) is the version number. When you're creating a an email template you can see this in the editor as one of the merge fields, but you can also just add it with this text:

    Quotation Ref: {QuoteId} / {VersionNumber}

    Each time a document is generated for the quote, the version number is automatically incremented. And this will give you references of the format 4193/1 4193/2 etc

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