# Configure quote number format

**URL:** <https://community.hubspot.com/t/configure-quote-number-format/13382>\
**Category:** HubSpot Ideas\
**Tags:** object\
**Created:** [March 7, 2019, 2:06am UTC](https://community.hubspot.com/t/configure-quote-number-format/13382 "2019-03-07T02:06:41Z")\
**Posts on this page:** 20\
**Page:** 1

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**Author:** ![shiling](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/shiling/32/93635_2.png) [@shiling](https://community.hubspot.com/u/shiling)\
**Post date:** [March 7, 2019, 2:06am UTC](https://community.hubspot.com/t/configure-quote-number-format/13382/1 "2019-03-07T02:06:41Z")

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Currently the quote number is formatted as #yyyymmdd-xxxxxxxx, wherexxxxxxxx are random non-sequential numbers. I’d like to be able to configure how the quote number is formatted and generated, e.g. QU-xxxxxx, where xxxxxx is a sequential number.

The reason why I’d like to have that is because hubspot’s current quote number format is really long, and not friendly to our customers who need to record these in their procurement systems. Secondly, we currently use Xero to generate quotes, and we’d like to migrate to hubspot instead, and to be able to continue from our current quote sequences. For reference, Xero has this functionality that allows us to format the quote number, and to set the start number of the auto-numbering sequence.

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**Author:** ![LauraA](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/lauraa/32/92090_2.png) [@LauraA](https://community.hubspot.com/u/LauraA)\
**Post date:** [June 4, 2019, 6:21pm UTC](https://community.hubspot.com/t/configure-quote-number-format/13382/2 "2019-06-04T18:21:35Z")

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Similar situation here.

The quote numbers autogenerated by Hubspot are not only overly long, they end up not being easy to reference internally (we do not create that many quotes in a year and can refer to all of the ones we have ever created with a 4 digit string). Also, the HubSpot numbers seem to be shared with every other HubSpot user account, so even if I create #20190604-135311984, and then I create a quote right after that it won’t be the next sequential number. We would prefer to know we made quotes 2000 through 2389 this year (so 389 quotes) without having to run a bunch of reports.

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**Author:** ![BossTek](https://avatars.discourse-cdn.com/v4/letter/b/e47774/32.png) [@BossTek](https://community.hubspot.com/u/BossTek)\
**Post date:** [November 20, 2019, 6:34pm UTC](https://community.hubspot.com/t/configure-quote-number-format/13382/3 "2019-11-20T18:34:02Z")

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Agreed! We are migrating to HubSpot quoting from a different system and it would be extremely beneficial for us to be able to start off at the last quote number used in the previous system to eliminate confusion.

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**Author:** ![OOITAdmin](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ooitadmin/32/82797_2.png) [@OOITAdmin](https://community.hubspot.com/u/OOITAdmin)\
**Post date:** [April 5, 2020, 8:36pm UTC](https://community.hubspot.com/t/configure-quote-number-format/13382/4 "2020-04-05T20:36:43Z")

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This is a great idea, when will it be ready? Our customers currently add a quote number (from our old quote system) to their purchase orders to validate special pricing. Allowing us to create a custom quote number and making it show up in search results would be a significant boost in usability for your product.

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**Author:** ![NicolasE](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/nicolase/32/73373_2.png) [@NicolasE](https://community.hubspot.com/u/NicolasE)\
**Post date:** [June 23, 2020, 7:59am UTC](https://community.hubspot.com/t/configure-quote-number-format/13382/5 "2020-06-23T07:59:35Z")

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Hi all, HubSpot quotations comes with an automated reference (yyyymmdd-xxxxxxxx), but that we cannot retrieve our quotations in HubSpot using that reference. It creates a lot of confusion among our customers who generally place multiple orders with us on weekly basis and use that (useless to us) reference on their purchase orders. We loose precious time tryign to match their POs with our quotations.

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**Author:** ![FinallyMatt](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/finallymatt/32/53256_2.png) [@FinallyMatt](https://community.hubspot.com/u/FinallyMatt)\
**Post date:** [August 6, 2020, 12:44pm UTC](https://community.hubspot.com/t/configure-quote-number-format/13382/6 "2020-08-06T12:44:30Z")

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Any update on this? It would be incredibly useful, given most companies have bespoke internal referencing conventions and formats. Forcing companies to adopt a seemingly random format is a little odd, and not very user friendly.

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**Author:** ![JorgeSYT](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/jorgesyt/32/99949_2.png) [@JorgeSYT](https://community.hubspot.com/u/JorgeSYT)\
**Post date:** [August 25, 2020, 6:28am UTC](https://community.hubspot.com/t/configure-quote-number-format/13382/7 "2020-08-25T06:28:17Z")

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Any updates now?  
We’re really looking to be able to take away the referencing number or to be able to input our own sequencing

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**Author:** ![joelpacheco](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/joelpacheco/32/105396_2.png) [@joelpacheco](https://community.hubspot.com/u/joelpacheco)\
**Post date:** [October 14, 2020, 5:06am UTC](https://community.hubspot.com/t/configure-quote-number-format/13382/8 "2020-10-14T05:06:26Z")

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I’m planning to migrate the quoting module to Hubspot and this feature is very much needed. Upvoting…

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**Author:** ![BorisStenomatic](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/borisstenomatic/32/48165_2.png) [@BorisStenomatic](https://community.hubspot.com/u/BorisStenomatic)\
**Post date:** [November 2, 2020, 5:49pm UTC](https://community.hubspot.com/t/configure-quote-number-format/13382/9 "2020-11-02T17:49:30Z")

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Having control over the quote reference is absolutely essential! Upvoting

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**Author:** ![pbh\_user](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/pbh_user/32/21752_2.png) [@pbh\_user](https://community.hubspot.com/u/pbh_user)\
**Post date:** [November 11, 2020, 1:02pm UTC](https://community.hubspot.com/t/configure-quote-number-format/13382/10 "2020-11-11T13:02:00Z")

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a requirement of us adopting Hubspot

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**Author:** ![MorneV](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mornev/32/87988_2.png) [@MorneV](https://community.hubspot.com/u/MorneV)\
**Post date:** [December 2, 2020, 12:41pm UTC](https://community.hubspot.com/t/configure-quote-number-format/13382/11 "2020-12-02T12:41:20Z")

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Upvoted as we really need this feature

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**Author:** ![gavlar0](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/gavlar0/32/13631_2.png) [@gavlar0](https://community.hubspot.com/u/gavlar0)\
**Post date:** [December 7, 2020, 11:40am UTC](https://community.hubspot.com/t/configure-quote-number-format/13382/12 "2020-12-07T11:40:14Z")

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Please Hubspot concentrate on features that make your products viable instead of the nice to haves focus on the basics. Like this one

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**Author:** ![ALauwaert](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/alauwaert/32/5125_2.png) [@ALauwaert](https://community.hubspot.com/u/ALauwaert)\
**Post date:** [February 3, 2021, 8:49am UTC](https://community.hubspot.com/t/configure-quote-number-format/13382/13 "2021-02-03T08:49:26Z")

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Upvoting this as well!

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**Author:** ![joelpacheco](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/joelpacheco/32/105396_2.png) [@joelpacheco](https://community.hubspot.com/u/joelpacheco)\
**Post date:** [February 16, 2021, 10:20pm UTC](https://community.hubspot.com/t/configure-quote-number-format/13382/14 "2021-02-16T22:20:55Z")

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Just a friendly reminder that my dev team had to come up with a workaround that I’m hoping is temporary because you guys still don’t have this feature on. **Have you estimated the delivery date for this?**

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**Author:** ![KChelsberg](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/kchelsberg/32/31639_2.png) [@KChelsberg](https://community.hubspot.com/u/KChelsberg)\
**Post date:** [February 17, 2021, 7:50am UTC](https://community.hubspot.com/t/configure-quote-number-format/13382/15 "2021-02-17T07:50:00Z")

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We would really like to see this as well, seems simple enough.

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**Author:** ![FilipSoSe](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/filipsose/32/98942_2.png) [@FilipSoSe](https://community.hubspot.com/u/FilipSoSe)\
**Post date:** [April 15, 2021, 11:31am UTC](https://community.hubspot.com/t/configure-quote-number-format/13382/16 "2021-04-15T11:31:54Z")

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sorely needed, these are hard to use!

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**Author:** ![RChandra](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/rchandra/32/68963_2.png) [@RChandra](https://community.hubspot.com/u/RChandra)\
**Post date:** [April 26, 2021, 6:05am UTC](https://community.hubspot.com/t/configure-quote-number-format/13382/17 "2021-04-26T06:05:27Z")

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Customising quote number would be a great feature to have. This will allow us to manage quotes and invoices across applications

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**Author:** ![IvanC](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/ivanc/32/9373_2.png) [@IvanC](https://community.hubspot.com/u/IvanC)\
**Post date:** [April 30, 2021, 5:58am UTC](https://community.hubspot.com/t/configure-quote-number-format/13382/18 "2021-04-30T05:58:54Z")

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For us the quote number is not that easy to deal with as it is very long and we can’t search for a middle part of the quote number. We always have to enter the number from the begininng on to find it.

So we would like to suggest following improvements on it:

- Shorten the quote reference number. In our old quote system the reference number is 8 digits long.
- We would like to have it as a sequential number
- We would like it to be found by the search also when we enter a middle part or the very rigth few digits of the number.

Thank you!

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**Author:** ![AndersMarschall](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/andersmarschall/32/48165_2.png) [@AndersMarschall](https://community.hubspot.com/u/AndersMarschall)\
**Post date:** [May 7, 2021, 9:27am UTC](https://community.hubspot.com/t/configure-quote-number-format/13382/19 "2021-05-07T09:27:24Z")

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Like many others on this topic we are really in the need of being able to customize our quote numbers! Thank you, Anders

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**Author:** ![MDCID](https://d10pqhm3lwygmk.cloudfront.net/user_avatar/community.hubspot.com/mdcid/32/29892_2.png) [@MDCID](https://community.hubspot.com/u/MDCID)\
**Post date:** [May 10, 2021, 7:05pm UTC](https://community.hubspot.com/t/configure-quote-number-format/13382/20 "2021-05-10T19:05:08Z")

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Need this urgently

[Next page](https://community.hubspot.com/t/configure-quote-number-format/13382.md?page=2)
