# Set-up checklist for admins

> The settings worth reviewing before your team sends its first quotes, in a sensible order, with links to the detailed guides.

Quoterium works out of the box, but a few minutes in **Settings** makes your quotes look and behave like your business. You need to be an owner or admin to change these settings.

1. **Organisation details.** In [Settings → Organisation](https://app.quoterium.com/settings/organisation), check your company name, email, phone, website, tax number, address, timezone and date format. These appear on quotes, PDFs and emails.
2. **Branding.** In [Settings → Branding & layout](https://app.quoterium.com/settings/branding), upload your logo, choose your brand colour and decide whether you send quotes, proposals or estimates. See [Branding](https://quoterium.com/help/team-and-settings/branding).
3. **Acceptance and e-signature.** On the same page, decide what customers must do to accept: tick a statement, sign, verify their email. See [Acceptance and e-signature settings](https://quoterium.com/help/customer-view-and-e-signature/acceptance-and-e-signature-settings).
4. **Quote defaults.** In [Settings → Quote defaults](https://app.quoterium.com/settings/quote-defaults), set the default currency, tax mode and label, number prefix, next quote number, how many days quotes are valid, follow-up timing, default terms and a default payment schedule. See [Default payment terms and milestones](https://quoterium.com/help/payments-and-xero/default-payment-terms-and-milestones).
5. **Tax.** Add your tax rates and sales categories. See [Tax rates and sales categories](https://quoterium.com/help/team-and-settings/tax-rates-and-sales-categories).
6. **Emails.** Set who quote emails come from and write your standard message. See [Email sending settings](https://quoterium.com/help/team-and-settings/email-sending-settings).
7. **Currencies.** If you quote abroad, review exchange-rate margins and fixed rates. See [Exchange rates, margins and fixed rates](https://quoterium.com/help/currencies-and-rates/exchange-rates-and-margins).
8. **Library and templates.** Add the products and services you sell, and build a template or two. See [Library items](https://quoterium.com/help/library-and-templates/library-items) and [Templates](https://quoterium.com/help/library-and-templates/templates).
9. **Team.** Invite colleagues and choose their roles. See [Invite your team](https://quoterium.com/help/team-and-settings/invite-your-team).
10. **Xero.** If you invoice with Xero, connect it. See [Connect Xero](https://quoterium.com/help/payments-and-xero/connect-xero).
11. **Your profile.** Ask everyone to add their job title and phone number in [Your profile](https://app.quoterium.com/settings/profile); they appear under "Prepared by" on the quotes they own. Saving a signature there makes countersigning a single click.
12. **Plan.** Before your trial ends, choose a plan in [Settings → Plan & billing](https://app.quoterium.com/settings/billing). See [Plans and pricing](https://quoterium.com/help/billing-and-plans/plans-and-pricing).

Source: https://quoterium.com/help/getting-started/set-up-checklist