Company Settings: Info

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

Here's what you need to do to 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 - 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 email, you can have multiple listed to receive signed proposal notifications. To do this, separate the emails by a comma ","
  • If you are located in another country other than the United States, you can also change the labels for 'City,' 'State,' and 'Zip Code' to better align with the labels in your country.  

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

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

Screenshot 2023-08-07 at 12.40.24 PM

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!