Everyone has a profile, whatever their role. Open it from the account menu (your initials, top right) with Your profile, or go to Settings → Your profile.
Your details
Your Name, Job title and Phone are shown to customers as the author of your quotes. Choose Save changes after changing them.
Your Email is the address you sign in with. It can't be changed here; contact support if you need to change it.
Email signature
The Email signature is added to the end of the quote emails you send. It's rich text, so you can include formatting and links.
Notifications
Email me when a customer opens a quote is on for everyone: you are emailed the first time a customer opens a quote you own, and when they come back to it after a quiet spell (your organisation's follow-up days). Untick it and choose Save changes to stop those emails. Questions, acceptances and declines are always emailed to the quote's owner. See View tracking.
Your saved signature
When a customer accepts a quote, your organisation can countersign it. Saving a signature on your profile lets you do that in one click.
- Under Your signature, choose Draw to sign with a mouse, pen or finger, or Type to type your name.
- Choose Save signature.
Use Replace or Remove to change it later. The signature is stored on your profile only. When you countersign, choose Use my saved signature or Sign now. See Accepting a quote and e-signatures.
Change your password
- Under Change password, enter your Current password.
- Enter the New password (at least 8 characters) and repeat it in Confirm new password.
- Choose Change password.
Forgotten your password? See Forgotten password.
Last updated 19 October 2026