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Excel Quote-Invoice Maker

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Working from the Opportunity Details window

Using the Autonumbering feature

The Autonumbering feature allows you to give a unique number to your merged documents.

Here are a few notes on this subject:

  • To access the Autonumbers windows, go to Options>AutoNumbers...
  • You may create as many autonumbering scheme as you want: you can have one for quotes, one for invoices, one for way bills, etc.
  • The AutoNumber syntax consists of an automatically incremented number with optional additional text. In the screenshot below, the next number that will be generated will be QUO-00049.

For the AutoNumber to appear in your merged document

  • You need to insert it in your template. You'll find it at the bottom of the current record's field list (see screenshot below).

  • If you have more than one autonumbering scheme, make sure you select the right one before running the template.

If something went wrong...

If you need to recreate a document with a number already used, you always have the ability to choose a number manually (see below). In such a case, the next number to be used will not be affected.

If you want to set the next number back, go to Options>AutoNumbers and edit the autonumbering scheme.

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Naming your merged documents

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Working from the Opportunity Details window

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