How to Change Your Company Name and Address Details

In the instance that you need to change the company name and/or address, this is able to be edited by an Administrator user only. Follow the steps below to change the company details registered for the QuoteCloud subscription. If you need to change the logo, view Uploading Your Company Logo.

From the Sales Quote Dashboard, select Account and then Payment Settings.

The Billing Settings screen will appear with the existing information. To change any of the details, double-click on the field to be changed and type in the new information as required.

Click Save to confirm the new details.

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