Company & organization
Organization
Your organization is your shop. Here you set its name and logo (the logo shows in your sidebar), and you can see your slug, the identifier used in invite links and storefront URLs.
Company profile
Your company profile is the contact information that prints on the documents you send customers:
- Street address, city, state, zip.
- Phone, email, website.
Filling these in makes your quotes and invoices look like they came from your shop, with your address and contact info, not from generic software.
Quote disclaimer
Add a quote disclaimer, custom text that appears at the bottom of your quotes. Use it for terms, turnaround caveats, or anything you want every customer to see before they approve.