A guided tour of every tab in Settings — what each section does and which settings matter most.
Your core business identity and contact details. This information shows up across your workspace and on customer-facing documents.
Key settings
Control how invoices get paid and what default terms appear on your quotes and invoices.
Key settings
Manage the public business profile shown alongside your chat link and control how you share that link.
Key settings
Review the services your assistant can talk about and how those services appear in the opening chat experience.
Key settings
Control which events trigger email or SMS alerts to you. Each team member has their own notification settings.
Key settings
For more detail, see the Notifications guide.
Invite, manage, and remove team members. Set roles and control which jobs each person sees.
Key settings
For more detail, see the Team & access guide.
Connect external tools to QuoteTxt.
Key settings
For step-by-step setup, see the Integrations guide.
Your personal profile and account security actions.
Key settings
Manage your billing email, open the billing portal, and monitor plan usage for the current period.
Key settings
For billing and plan details, see Billing & plans.
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