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Settings

The Settings page holds your organization's details and defines the defaults for every new quote: your company identity, quote numbering, tax rates, PDF branding, and approval workflows. While all users can view this page, only Admins have permission to make changes. It's recommended to configure these details correctly before you get started to ensure your quotes are generated with the correct formatting and to create your desired team workflow.

How do I update my company details or default currency?​

  1. Open Settings and go to Organisation.
  2. Update your company name, country, or the currency that new quotes use.
  3. Save your changes.

See also: How do I quote in another currency?

How do I change the quote code on my quote numbers?​

  1. Open Settings and go to Organisation.
  2. Enter your quote code, for example AC.
  3. Save your changes. New quotes are numbered with your code followed by a running number, for example AC123. Each revision of that quote is shown as AC123-1, AC123-2 and so on.

See also: How revisions work

How do I make quotes go through approval before they are issued?​

  1. Open Settings and go to Organisation.
  2. Turn on Require approval before PDF download and save.
  3. In Team, make sure at least one colleague has the Approver or Admin role.

From now on, a quote's PDF can only be downloaded once an approver has approved that revision.

See also: How do I change what a colleague can do?; How revisions work

How do I set up my own quote statuses?​

These statuses are used when approval flow is off.

  1. Open Settings and go to Organisation.
  2. Add, rename or remove the lifecycle labels, for example Draft, Issued, Won and Lost.
  3. Save your changes. The labels appear in the status dropdown on every quote. Your team chooses the status; the app does not move quotes between them automatically.

See also: How do I make quotes go through approval before they are issued?

How do I add a tax rate or change the default rate?​

  1. Open Settings and go to Tax.
  2. Under Add tax code, enter the Code, Name and percentage, for example VAT, Value Added Tax, 20%, and choose Add.
  3. Choose the Default tax code from the dropdown at the top. It is marked Default and is applied automatically to new quote line items and blueprint line items.
  4. To change or remove a tax code, use the edit or delete button beside it under Existing tax codes.

See also: How do I change several line items at once?

How do I put my logo and branding on the quote PDF?​

  1. Open Settings and go to PDF & Branding.
  2. Upload your logo, choose your brand colour and enter the contact details you want customers to see.
  3. Save your changes, then download a quote PDF to check how it looks.

How do I set standard payment terms and quote wording?​

  1. Open Settings and go to PDF & Branding.
  2. Under Documents, choose Add Payment Terms, Add Terms of Service, Add Quote Introduction or Add Quote Conclusion (Edit… once the text exists), then write and save the text.

The terms of service, introduction and conclusion are added to every quote PDF automatically. Payment terms are set on each quote: on a quote with no payment terms yet, choose Use Standard Terms beside Payment Terms to copy this text in, then edit it for that quote if needed.