Edit your company profile and details

Company profile is the business identity on proposals. Name, contacts, logo. This is under Settings → Company, not only your personal login profile.

1. 1

   Open Company settings

   12

   What the numbers mean

   1. 1

      Profile fields

      Company name, logo, and contact fields used on PDFs and share pages.

   2. 2

      Company tabs

      Details, Contact, and other company sections.

   1. Account menu → Settings.

   2. Under Company, open Details (and Contact as needed).

   3. Edit name, logo, address, phone, email.

   4. Save.

2. 2

   Optional check on a quote preview

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   What the numbers mean

   1. 1

      PDF preview

      Confirm company branding appears as expected.

   2. 2

      Preview step

      Wizard step 3. Does not send to the client.

   Open any existing quote → Preview Quote to see name/logo on the client document.

   You do not need a new quote only to save company fields.