Setting up your company profile & branding

Your company details appear on proposals, invoices, and contracts. Branding (logo and color) is available on Pro and Advanced.

Company profile

1. Open Settings in the sidebar (or go to /dashboard/settings).
2. Stay on the Profile tab (?section=profile).
3. Fill in:
   • Full name
   • Company name
   • Company website
   • Country, Phone, and address fields as needed
4. Click Save profile.

Your email is shown but cannot be edited here. Use Change password / Set password on the same page if you need to update credentials.

On the same Profile tab you can also save a default terms template for new proposals.

Branding (Pro and above)

1. In Settings, open the Branding tab (?section=branding).
2. Set Company name (can match Profile), Brand color, and a logo.
3. For the logo: paste a Logo URL, or use Upload logo (PNG, JPEG, or WebP). You can Remove logo later.
4. Click Save branding.

A preview shows how documents look to clients. Custom branding is locked on Free and Starter — upgrade to Pro to unlock it.

Related setup

Invoice payment methods (Stripe, bank transfer, manual link) live under Invoice Payment Method in Settings — see the Invoices docs.