It would be helpful for us to have an autogenerated quote name for every new quote, containing our company name, word "Quote", and the quote reference number. This way every downloaded quote would be unique and could be easily tracked.
Unfortunately at the moment the pre-definition of the quote name is not possible.
I have a similar use, we use "Deal Name - Client Agreement" or "Deal Name - Quote of Service" would be great to automatically name those base on the template that was chosen or a "type" property or something. There has to be a way to use the personalization tokens to make this easier.
