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Changing Your Company Address
Changing Your Company Address

If you need to update your company address, you can do so by following the steps below. The information will then be updated on Proposals.

Laura Cuadros avatar
Written by Laura Cuadros
Updated over a week ago

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1. Click on Company Settings

Click on  Company Settings

2. Scroll down

Scroll down

3. Locate the title "Company Address"

Locate the title  "Company Address"

4. Click on the box with the address that you need to change

Click on the box with the address that you need to change

5. Delete the previous one and type the new one

Delete the previous one and type the new one

6. Scroll down to the bottom

Scroll down to the bottom

7. Click on Save

Click on Save

8. Scroll up to the top and you will see this message

Make sure it appears, as this is our confirmation message that the information was successfully saved.

Scroll up to the top and you will see this message


πŸ’¬ Now that we have our new address saved, let's see what it looks like in the proposal that will be sent to the client.


9. Click on Sales Pipeline

Click on Sales Pipeline

10. Locate your project or client

Locate our project or client

11. Click on the Proposal#

Click on the Proposal#

12. Click on View Portal

It will show you the proposal from the customer's perspective.

Click on View Portal

13. Just below the logo on the left side you will find your company information.

Just below the logo on the left side you will find your company information.

14. You will see that the address is updated

You will see that the address is updated
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