Taskip allows you to personalize how quotation numbers are structured. This helps you stay organized, maintain consistency, and meet your business documentation standards.
Steps to Configure Quotation Number Format
How to Set Up Automated Quotation Reminders in Taskip
1. Go to Settings
Click Settings in the sidebar.
2. Select Quotation Settings
Navigate to Quotation Settings.
3. Click the General Tab
Open the General tab under Quotation Settings.
Customization Options
Quotation Number Prefix
Set a prefix to appear before the quotation number, such as QT-, QUOTE-, or TASK-.
Quotation Number Format
Define your format using dynamic placeholders:
| Placeholder | Description |
|---|---|
{year} | Current year (e.g., 2025) |
{month} | Current month (e.g., 07) |
{serial} | Simple incrementing number |
{2_digit_serial} | Two-digit serial (01) |
{3_digit_serial} | Three-digit serial (001) |
{4_digit_serial} | Four-digit serial (0001) |
{5_digit_serial} | Five-digit serial (00001) |
{6_digit_serial} | Six-digit serial (000001) |
Example Format:QT-{year}-{month}-{4_digit_serial}
This will generate quotation numbers like QT-2025-07-0001.
Initial Number of the Quotation
Set a starting value for the quotation serial. For instance, if you enter 301, your first quotation number will be QT-2025-07-0301.
Save Changes
Click Save Changes to activate the new format.
Best Practices
- Use
{year}and{month}to keep quotations chronological. - Use a recognizable prefix for easy document filtering.
- Set an initial number if you’re continuing from another system.
Frequently Asked Questions (FAQ)
Can I change the format later?
Yes, you can edit the format anytime. Previously issued quotations won’t be affected.
Is the prefix mandatory?
No, but it’s helpful for clarity, especially if you issue different types of documents.
Will quotation numbers reset yearly or monthly?
No. The numbering continues sequentially unless manually changed.
Can I define a different format for each workspace or project?
Currently, the format is global within your Taskip workspace.
Can I include a client’s name in the quotation number?
No, dynamic fields in quotation numbers are limited to date and serial elements.