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Quote Manager - Admin Guide

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Settings > My Company Settings > Configure Company Settings
  • Introduction To Quote Manager
    • Quick Start Guide
    • Login To Quote Manager
    • The Quote Manager Admin Console
  • The Home Screen
  • Manage Items
    • Add A New Item
    • Add Bulk Items
    • Edit An Item
    • Archive Out-Dated Items
  • Manage Customers
    • Add A New Customer
    • Edit A Customer
    • Archive A Customer
  • Manage Quotes
    • Generate A New Quote
    • Answer Feedback And Process Quotes
    • Set A Reminder
    • View Quote Activity
    • Archive A Quote
  • Manage Quote Templates
    • Create A New Quote Template
    • Remove A Quote Template
  • Settings
    • Personal Settings
    • My Company Settings
      • General Settings
      • Quote Appearance Settings
      • Quote Parity Settings
      • Quote Currencies Settings
      • Configure Email Templates
      • Configure Company Settings
      • Configure Tax Rates
    • Configure Integrations
  • Reports
    • Top Statistics
    • View Revenue Statistics
  • About ITarian

Configure Company Settings

 

  • The 'Company Settings' interface allows you to specify your MSP company / enterprise details, address and other contact information for display in the quotes and notification emails.
  • Click the gear icon at the top right and select 'Settings' from the drop-down, to open the 'Settings' interface.
  • Click 'Customer Emails' in 'My Company Settings'.




Company Settings - Form Parameters

Form Element

Description

Company display name

Your company name, as it should be displayed on the quote page and notification email. Enter your company name.

Country

Choose your country from the drop-down.

Address

 Add particulars of your company. These details will be displayed beneath your company name in the quotes.

Website

 Lets you add the URL of your website.

Email

 Lets you add your email address at which you wish to receive the mails from QM.

Phone

 You can add your phone number.


  • Click 'SAVE' to enter the details.

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