Generating a Quote Number


Hi All,
Any ideas on if Pipedrive can generate a quote number?
or does everyone still run with a quote register along with Pipedrive
Thanks
Darren
Comments
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How are you generating Quotes right now? What tool are you using?
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Boris Tsibelman said:
How are you generating Quotes right now? What tool are you using?
Its just a quote number we are looking to generate rather than have a separate document for this.
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Boris Tsibelman said:
How are you generating Quotes right now? What tool are you using?
@Darren Stafrace you could create a custom field where you store the quote nr and link this to your deals.
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Hi, I'm also interested in this
We can create a custom field for quote number, but we would then need this field to auto-generate when we move a deal to the 'Quoting' stage - increasing by 1 each time. But I can't see a way to generate this in a workflow.
We only need quote numbers for 1 of 3 pipelines and not every deal makes it to Quote stage...Otherwise, the only way I can see is to keep a separate quote register, simply for the quote number generation... which isn't ideal
Any ideas would be greatly appreciated!
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Kate Walker said:
Hi, I'm also interested in this
We can create a custom field for quote number, but we would then need this field to auto-generate when we move a deal to the 'Quoting' stage - increasing by 1 each time. But I can't see a way to generate this in a workflow.
We only need quote numbers for 1 of 3 pipelines and not every deal makes it to Quote stage...Otherwise, the only way I can see is to keep a separate quote register, simply for the quote number generation... which isn't ideal
Any ideas would be greatly appreciated!
Hi @Kate Walker
You could have it auto populated via an automation from the Deal ID but this isn't always increasing by 1 since there's also other deals with ID's in between not making it to that stage.
@Boris Tsibelman any amazing automation solutions for this?
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Kate Walker said:
Hi, I'm also interested in this
We can create a custom field for quote number, but we would then need this field to auto-generate when we move a deal to the 'Quoting' stage - increasing by 1 each time. But I can't see a way to generate this in a workflow.
We only need quote numbers for 1 of 3 pipelines and not every deal makes it to Quote stage...Otherwise, the only way I can see is to keep a separate quote register, simply for the quote number generation... which isn't ideal
Any ideas would be greatly appreciated!
How do you auto pop the DealID into a custom field?
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I am also interested in this function.
At the moment I create a 'deal' then quote via Pandadoc, but the challenge is the automated quote number sequencing. As I have to keep a record of each quote number, not via Pipedrive.
It would be useful if we could have an automated quote number for each time I create a deal or a quote, then use that quote number to follow through when I create an invoice with Xero.
Any ideas?
Carl
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