Set Quote Sender

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2 min read

When creating a quote, the system automatically pulls up the information you have added from your Business Settings if there are any.

new quote

Otherwise, you can amend your invoice sender information by clicking on where you can manually add or edit your Company Name, Email, Phone, and Address.

edit email sender detail

You can also make changes to your sender information by clicking on the ‘Edit Business Settings A drawer will pop up where you can modify your business information.

business setting

Fill out the required fields and click on the ‘Save button.