Documents and numbering
Know which documents Kabaido renders for a quote and an order, how they carry your brand and how each one is numbered.
Updated 10 November 2026
On this page
- Why
- The document is what the customer keeps, so it has to say what the screen said.
- How
- Open the document from the quote or the order it belongs to.
The documents
| Document | Where you get it |
|---|---|
| Quote PDF | PDF on the quote. It is stored when the quote is sent and the customer downloads it at their link. |
| Order confirmation PDF | Under Documents on the order and sent with Email. |
| Customer PO | The file a customer attached when they accepted, kept under Documents on the order. |
| Purchase order and request for quotation | On the purchase order or the request, for your supplier. See Source. |
| Drawings and model files | From a designed tool. See Design Engineer. |
| Order pack | In a round tool workspace, sent to your team when an order is made: the order with the customer's purchase order, the pick list and steps for the factory, a works drawing for each tool and any purchase order to place. |
| The purchase order a website order raises | From the order in Commerce. |
What a quote PDF prints
- Your name, address and VAT number, your logo and your brand colour.
- Who it is for, its number, its validity date and its terms.
- Each line with its quantity, unit price, discount and amount, then the subtotal, the VAT and the total.
- The volume price ladder of each product line, when Show volume price breaks is ticked on the quote.
The logo prints from a PNG, JPEG or WebP file. With none of those, the document prints without one.
Terms
A new quote starts from your default terms. Named terms templates can be kept, with one set as the default. A customer can be given a template of their own. Apply template on a quote swaps the terms in.
Numbering
Quotes and orders each take the next number in their own sequence, built as a prefix, the two digit year and a zero padded number. The prefixes start as Q and O. The prefix, the width of the number (3 to 8 digits, 5 to start with) and whether the year appears are set in Settings.
A new version of a quote takes a new number. A number already issued never changes.
Related
- Sending a quote and the customer's linkSend a quote by email and know exactly what the customer sees and can do at the link they receive.
- OrdersRaise an order from a won quote, move it through its statuses and see where purchase orders and website orders sit.
- QuotesStart a quote, add its lines, follow it through its statuses and find it again in the Quotes area.