Change Your Quote Numbers Manually
OctopusPro offers a feature to manually change quote numbers or set a starting number for your bookings, quotes, invoices, and inquiries, ensuring your business documentation maintains a professional appearance and structure. While typically these numbers are automatically assigned, OctopusPro gives you the flexibility to tailor these identifiers according to your needs, providing you with the ability to enhance the impression you give to your customers.
Use Cases & Benefits:
- Suppose you run an established business, and you are just starting to use OctopusPro. In this case, you might want your first quote number in OctopusPro to continue from where your last quote number from your previous system ended, maintaining a consistent and professional appearance for your clients.
- For a newly established business, you may not want your first quote to appear as ‘EST-1’, as this may signal to your customers that you are new with potentially limited experience. Instead, starting from a higher number like ‘EST-100’ can provide an impression of a well-established business.
- In rare situations, you might need to change a quote number manually, especially in the case of a duplicate number.
How to Change a Quote Number Manually:
- Navigate to the specific quote you want to edit.
- Click ‘Quote’ located at the top right of the page.
- Select ‘Edit Quote Number’.
- Enter your desired new quote number.
- Click ‘Save’ to apply the changes.
How to Set a Starting Number for Your Bookings, Quotes, Invoices, and Inquiries:
- Click on ‘Settings’ from your main dashboard.
- Select ‘General Settings’.
- Choose ‘Booking Settings’.
- Navigate to the ‘Starting Number’ page.
- Input the number you’d like your bookings, quotes, invoices, and inquiries to start with.
- Hit ‘Save’ to confirm.
Remember, you can only specify the starting number once to prevent future number duplication. So, think carefully about the starting number that would work best for your business.
With OctopusPro, you’re in control. You can customize your business operations to suit your needs, provide a professional image, and boost your customers’ confidence in your services.
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