Setting Up Your Business Profile

Basic Business Information

Your business profile appears on proposals, invoices, and client communications. Make sure it's complete and professional.

1. Go to Company Brand

   Click Settings in the sidebar, then click the Company tab → Company Brand.

2. Upload your logo

   Click the logo area to upload your business logo. Recommended size: 400x400px, PNG or SVG format.

3. Enter business details

   Fill in your business name, address, phone number, and website.

4. Set brand colors

   Choose your primary and secondary brand colors to customize the look of your documents.

Tips

• Use a high-resolution logo for the best appearance on proposals and invoices
• Your brand colors will be used in email templates and client portal