Company Profile
Company profile holds your company’s identity – the details shown on bids, invoices, and every document you send to customers. Open it from Settings -> Company profile, under Company in the settings menu.
Company details
Section titled “Company details”The Company Profile card holds:
- Company Name – your company’s name as it appears in the app and on documents.
- Slug – a read-only short identifier for your workspace.
- Industry and Company Size.
- Phone, Address, Business Email, Website, and License Number – the contact details printed on your documents.
- Company Logo – upload a PNG, JPG, or WebP up to 2 MB. Horizontal and square logos both work.
- Tagline – a short line shown with your company name.
Team management
Section titled “Team management”Inviting teammates, editing roles, and deactivating accounts happen in Settings -> Members & roles. See team and roles for the full role matrix and the invite flow.
Where document styling and defaults live
Section titled “Where document styling and defaults live”The look of your documents – style, accent color, and footer – plus numbering, bid rates, templates, product categories, and pipeline stages live in the Sales & Documents group of the settings menu. See sales and document settings to set them.
What’s next
Section titled “What’s next”- Team and roles – invite users and review permissions.
- Sales and document settings – document styling, numbering, and bid defaults.
- Billing and plans – manage your subscription.