Quote Settings

Within Quotes settings, you have the ability to configure your Quote numbering sequence and Default Expiry Date.

 

Quote settings

To access your Quote settings, head over to Settings and then select Quotes.

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Quote Number Prefix – The text used at the front of Quote numbers. This field can be left blank if you don’t want to use a Quote number prefix.

Next Quote Number – The next available Quote number to be used by Tradify. This defines the Quote numbering sequence for Tradify. All following Quote numbers will continue in numerical order from this point.

Default Expiry Days – The Expiry Date for new Quotes.

Note: The Expiry Date gets calculated off the Quote creation date.
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