Open Settings from the account menu (your initials, top right). Admins see every section; members see only Your profile.
The settings sections
| Section | What it's for |
|---|---|
| Organisation | Company details shown on quotes, PDFs and emails (below). |
| Branding & layout | Logo, brand colour, document type, PDF and acceptance options. See Branding and layout. |
| Quote defaults | Currency, tax mode, numbering, validity, follow-ups, default text and payment schedule. See Quote defaults. |
| Currencies & rates | Which currencies you quote in, margins and fixed rates. See Exchange rates and margins. |
| Tax & categories | Tax rates and sales categories. See Tax rates and sales categories. |
| Emails & sending | Sender address, your own mail server and the quote email wording. See Email and sending settings. |
| Integrations | Xero, and the AI settings used for invoice summaries. See Connect Xero. |
| Team | Members, roles and invitations. See Invite your team. |
| Plan & billing | Your plan, payment and invoices. See Plans and pricing. |
| Your profile | Your own details, signature and password. |
Company details
- Go to Settings → Organisation.
- Fill in Company name, Email, Phone, Website, Tax / VAT number and Address (one line per row).
- Choose your Timezone and Date format.
- Choose Save changes.
Quote emails go out from Quoterium's own sending address under your organisation's name. The organisation Email becomes the sender address only when you send through your own mail server under Emails & sending and leave its From email empty. See Email and sending settings.
Last updated 19 October 2026