Managing Your Account Settings
Learn how to update your profile, company details, branding, and notification preferences.
Managing Your Account Settings
Your account settings control how your profile appears, how your proposals are branded, and how you receive notifications.
Accessing Settings
Click the gear icon in the sidebar or navigate to Settings from the dashboard. You'll find several tabs covering different areas of your account.
Profile & Company Details
Under the Profile tab you can update:
- Company name — displayed on proposals and invoices
- Industry — helps us tailor template suggestions
- Business brief — a short description used by AI features to generate more relevant content
Branding
Upload your logo and set a brand colour to customise the look of your proposals and pricing tables. These defaults apply to every new proposal you create, though you can override them per-proposal.
Notifications
Toggle email and browser notifications for:
- New lead submissions
- Quote responses (accepted / declined)
- Proposal view milestones
Browser notifications require a one-time permission prompt — click Enable and accept when your browser asks.
Zapier Integration
Paste a Zapier webhook URL to push lead data into your existing automations. Every new lead submission will fire a POST request to that URL with the lead details.
Danger Zone
At the bottom of Settings you can sign out of all devices. If you need to delete your account, contact support.
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