Set up your company workspace

Before you send quotes, set your company basics: who you are, how clients reach you, and how Quest looks for your team.

1. 1

   Open Settings

   12

   What the numbers mean

   1. 1

      Settings sections

      Left list of settings areas (Company, Quote, Billing, etc.). Click one to open it.

   2. 2

      Settings content

      The main panel where you edit fields for the section you selected.

   1. Click your name or photo (top-right).

   2. Click Settings.

   3. You should see sections like Profile, Company, Quote settings, and Billing.

2. 2

   Company name, logo, and contact

   12

   What the numbers mean

   1. 1

      Company profile fields

      Name, logo, and contact fields that feed PDFs and share pages. Edit and save here.

   2. 2

      Company tabs

      Switch between Details, Contact, and other company tabs without leaving Settings.

   1. Open Company → Details (and Contact if shown).

   2. Enter the company name clients should see on proposals.

   3. Upload your logo if you have one.

   4. Add address / phone / email used on documents.

   5. Click Save.

3. 3

   Quote look and feel (optional but recommended)

   1

   What the numbers mean

   1. 1

      PDF / brand controls

      Choose design pack, colours, and related PDF look options for client documents.

   Under Quote settings, open PDF Appearance and Share Page to pick colours, layouts, and how client links look. Save when done.