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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.

Add formatted quote number to deals on quote stage

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.

Add formatted quote number to deals on quote stage