When creating your account, you'll have the opportunity to input your Company information. This information is available in your Company Profile (within the Settings page).
The Company Profile page allows you to manage, edit, and add information that pertains to your company and acts as the hub of your company's brand story.
Company Details - the standard contact information for your company. This includes company name, address, time zone, and business or tax ID.
Next is the Branding section.
Keeping the branding consistent across your platforms ensures the documents and company identity are recognizable and consistent. Add your Company Logo, Display Name (if different than your legal company name), and any applicable web and social links.
Contact & Billing allows you to add a contact who would be the touchpoint for any outreach or billing queries. You are also able to select the billing currency from the dropdown menu.
Lastly, the Legal & Terms section offers a space to include any default legal footers or verbiage that will be included on client-facing documents and schedules produced by the software.
Confirm any changes you make must be saved by selecting the "Save Changes" button at the bottom of the page. Changes will appear automatically in the page.
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