Overview:
Define your organization’s core details—name, email, phone, and website—that appear on every quote, invoice, and email.
On this page:
Company Name field (*)
Company Email field (*)
Company Phone field (*)
Company Website field
Save button
Steps:
Navigate to Company Settings.
Enter or update each required field (marked *):
Company Name
Company Email
Company Phone (include country code, e.g. +1 5551234
)
Optionally add your Company Website (include https://
).
Click Save.
Tips & Best Practices:
Required fields must be filled in before Save is enabled.
These values auto‑populate all PDF documents and outbound emails.
Troubleshooting / FAQs:
Save remains disabled?
Double‑check that every field marked * is not empty.
Wrong email appears on invoices?
Update Company Email here—changes apply immediately to all documents.