TurboDocx icon

TurboDocx

Interact with TurboDocx for document generation, e-signatures (TurboSign), quotes (TurboQuote), partner management, and webhooks

TurboQuote: Quote Number Config → Update

AI-generated

Summary

Update the configuration for generating quote numbers by specifying patterns and sequencing rules.

Inputs

  • Prefix — Text prepended to every quote number, e.g., 'Q'.
  • Year Token — Choose whether and how a year token is included in the quote number: 'Four-Digit Year', 'Two-Digit Year', or none.
  • Month Token — Select whether a month token is included as a 'Two-Digit Month' or turned off.
  • Separator — Character(s) used to separate tokens in the quote number.
  • Pad Width — Number of digits for zero-padding the sequence number (range 0-12).
  • Suffix — Text appended to every quote number.
  • Start Number — Starting sequence number for the next quote; cannot be set below the current issued floor for the reset cadence period.
  • Reset Cadence — Frequency to reset the sequence counter, options are 'Monthly', 'Yearly', or 'Never'.

Output shape

a single updated quote number configuration object reflecting the new pattern and sequencing parameters

The update modifies the quote number generation settings on the TurboDocx platform so subsequent quotes will follow the updated sequence and format. Errors may occur if startNumber is below the current floor for the period.

Links

Discussion