Adding or Changing Company Information

Update your company name, email, phone, and website so customers see your correct information on quotes

PWritten by Parker McNallyUpdated September 16, 2026
  • Click on the “Settings” tab in the navigation menu
  • Select the sub-tab "Company"
  • Click and edit the text in Company Name, Company Email, Company Phone, and Company Website. What you input will be displayed on quotes delivered to your customers.
  • Click “Save” in the bottom right corner to save your settings

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