Account and team

Branding, settings, team members and permissions.

• Business and brandingSet your business details, logo, location and colors so every quote, contract and invoice carries your name.
• Quote and invoice settingsSet numbering, pricing defaults, payment terms, email templates, tax and currency for new quotes and invoices.
• Team and permissionsUnderstand team roles, manage members and invitations, set notification emails and work across several teams.