Initial Configuration (3 Steps)

Before creating your first quote, complete this quick setup:

Step 1: Update Company Data

1. Go to Quotes → Company Data
2. Replace sample data with your real business information:
   • Company Name
   • Street Address
   • ZIP Code / City
   • Country
   • Phone Number
   • Email Address
   • Website URL
   • VAT Number (Tax ID)
3. Upload Your Logo (Optional but recommended)
   • Light Logo: Used on dark backgrounds (Business, Elegant, Professional templates)
   • Dark Logo: Used on light backgrounds (Default template)
   • Recommended size: 300x80px to 500x150px (PNG with transparency)
4. Upload Signature (Optional)
   • Digital signature image for the footer
   • Recommended: PNG with transparency, 200x80px
5. Click Save Settings

Step 2: Customize Branding

1. Go to Quotes → Branding
2. Set Your Brand Colors:
   • Primary Color: Main accent color for headers and highlights (default: #ff6b00)
   • Text Color: Base text color for content (default: #222222)
3. Customize Text Content:
   • Header Text: Optional custom header (leave empty to use logo only)
   • Footer Tagline: Short text under footer (e.g., “Quality · Service · Warranty”)
   • Footer Full Text: Additional footer content (company registration, legal info)
4. Click Save Settings

Step 3: Configure Default Texts (Optional)

1. Go to Quotes → Default Texts
2. Pre-filled Content:
   • Set default greeting text that appears in every new offer
   • Default payment terms
   • Default delivery time
   • Default warranty information
   • Default notes/terms
3. These texts will be automatically loaded when you create a new offer (you can still edit them per offer)
4. Click Save Settings