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Quote settings control two important behaviors of your quoting process: the numbering format used to identify each quote, and the resolution mode that decides which catalogs, pricebooks, and other assets are available when a customer, segment, and template each have their own associations.
You need a role with the Workspace settings permission to change quote settings. See Permissions reference.

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Access the quote settings screen

1

Open Settings

In the left sidebar, click Settings.
2

Navigate to Quote

Under the Workspace section, click Quote.
Configure Quote Numbering section with the numbering format field and the available variables

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Configure quote numbering

The Configure Quote Numbering section lets you design a custom numbering format by combining static text with dynamic variables. Every new quote gets an identifier generated from this pattern.

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The format field

Enter your pattern in the Single line text field. You can mix plain text with any of the available variables shown below. The variables are evaluated at the moment the quote is created. Spaces are not allowed in the format. For example, QUO-{YYYY}-{0000} generates identifiers like QUO-2026-0001, QUO-2026-0002, and so on.

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Available variables

Click the copy icon next to a variable to copy it to your clipboard, then paste it into the format field.

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Start the counter at a specific number

Append +N inside the counter variable to offset the starting point. For example, {0000+30} starts counting at 30 instead of 0001. This is useful when you migrate from another tool and want to continue an existing numbering sequence.

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Examples

Qwoty shows three ready-to-use format examples at the bottom of the section: Pick the one closest to your preference and adapt the prefix, separators, or counter length.

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Reset quote numbers periodically

The Reset quote numbers periodically toggle at the bottom of the section lets you restart the counter on a regular basis. When the toggle is off, the counter keeps incrementing. When you turn it on, two more fields appear:
  • Every: the reset period, Day, Month, or Year.
  • First quote number after reset: the number the counter restarts from.
If you reset the counter, include a date variable ({YYYY}, {YY}, {MM}, or {DD}) that matches the reset period in your format. Otherwise, two quotes can end up with the same number.

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Order numbering

Order numbers use the same kind of mask. Configure it in Settings › Workspace › Order, in the Configure Order Numbering section.

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Configure association resolution

The Association Resolution Mode determines which catalogs, pricebooks, contract models, payment terms, and payment methods are available when a sales rep creates a quote, when they are associated at several levels: the customer, the customer segment, and the template.

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Priority order

Qwoty evaluates associations in this fixed order:
The mode you pick decides whether to combine items across levels or limit them to the highest-priority level that has any configured.

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Inclusive mode (default)

Items from all levels are combined. If the customer, their segment, and the template each have pricebooks attached, the sales rep sees all of them in the dropdown.
Example: If the customer has associated pricebooks, those from the segment and template remain available as well.
When to use Inclusive: you want sales reps to have maximum flexibility and trust them to pick the right pricebook, catalog, or payment method for each deal.

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Exclusive mode

Only the items from the first configured level are available. If the customer has any pricebooks attached, the segment and template pricebooks are ignored. If the customer has none, Qwoty falls back to the segment’s pricebooks, then the template’s.
Example: If the customer has associated catalogs or payment methods, those from the segment and template are ignored.
When to use Exclusive: you want tight control over what sales reps can pick — for example, a key account with negotiated pricing should never see the standard pricebook.

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Choose a mode

Pick the one that matches your governance model: Set your choice in the Resolution Mode dropdown at the bottom of the section. The change applies to new quotes immediately. Existing quotes keep the associations they were created with.

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Common questions

Yes. Existing quotes keep their original numbers. The new format applies only to quotes created after the change.
The counter continues where it left off, regardless of format changes. If you were at 0042 in the old format, the next quote will be 0043 in the new format. Use an offset such as {0000+100} to shift the numbering.
No. The resolution mode only applies at the moment a new quote is created. Quotes keep the catalogs, pricebooks, and terms that were resolved when they were drafted.
No. The Association Resolution Mode is workspace-wide. All business units use the same setting.
If neither the customer, the segment, nor the template has any association for a given asset type, the sales rep sees an empty list for that asset in the New project window. For example, a template without any pricebook gives an empty Pricebook list, and the quote can’t be created. Link at least one catalog and one pricebook to each template to avoid this.

Workspace general settings

Configure workspace-level preferences beyond quote behavior.

Create a quote template

Set default catalogs, pricebooks, and terms at the template level.

Customer segments

Group customers to apply shared associations through segments.

Quote lifecycle

See how quote numbers appear across statuses and exports.
Last modified on October 27, 2026