Add formatted quote number to deals on quote stage
Add formatted quote number to deals on quote stage
Your deals in the quote stage lack a consistent quote ID, making proposals hard to find and slowing follow-up. It adds a formatted quote reference so reps can share and locate proposals same day.
Overview
Manually created or inconsistent quote IDs cost time and cause confusion during handoffs; this fills that gap immediately. Attach a concise, formatted quote reference as soon as a deal hits the quote stage so reps can find and send the correct proposal the same day.