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
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
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