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Saving your company information
Saving your company information

Save your company information to automatically populate your quotes

keith avatar
Written by keith
Updated over 3 years ago

Saving your company information will mean that it automatically populates on your quote and saves you having to do it multiple times.

You can save information such as:

  • company logo

  • Company address

  • company business number

  • phone number

  • tax rate

  • currency

  • inclusions & exclusions

  • terms & conditions

Go to:

> Account setting in the top right corner

> business settings

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