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Settings

Configure your organization profile, quote defaults, notifications, and branding.

Organization Settings

Access settings via Settings in the sidebar. Configure:

SettingDescription
Organization nameDisplay name
CurrencyDefault currency for new quotes (USD, EUR, RUB)
Quote prefixPrefix for quote numbers (e.g., "Q")
Default validityDefault expiry period in days
Default tax rateDefault tax rate for new quotes
Quote defaultsDefault notes and terms shown on every quote
LogoUpload organization logo (PNG, JPG, SVG, max 2 MB)

Notifications

  • Follow-up reminders — Enable automatic email reminders for unaccepted quotes
  • Remind after — Set the interval in days between reminders

Security

When accessing protected areas, you may be asked to confirm your password.