Company Settings: Info

Before you get started, it's important to fill in your company details!

Here's what you need to do to completely fill in your Company Information page:

  • Upload your company logo. While there is no standard size, 600px x 200px works well.
  • Enter your company name - it's easy to miss! Make sure you fill this in, otherwise you will not be able to access the proposal page.
  • Fill in the rest of the details on the right side of the page. For your website, your welcome to use any kind, such as Facebook or Instagram. 
  • For email, you're able to have multiple listed to receive signed proposal notifications. To do this, separate the emails by a comma ","

Please note: All listed emails listed in the 'Company Info' page will show on the 'Proposal'. 

  • The 'About' section is completely optional. At this time, it does not show in any area of the proposal.

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To learn even more about setting up your company settings along with your Default worksheet, invoicing, payment schedule, and contract terms, check out this short tutorial video!