When sending a proposal, it may be useful to display both the contact name and the company name in the contact information on the proposal.

QuoteMachine allows customizing this information as per your needs and all the possible combinations.

From the design preview screen before sending a document, or from the template manager, click on the "Edit" option applicable to the contact information section.

Then, select suitable options and save.

Here are the various options available:

  • Show company name when the recipient is a person.
    If your customer is a person working for a company, this option lets you display the company name in addition to your contact's name.
  • Only show the company name
    If your customer is a person working for a company, this option lets you display the company name, without displaying your contact name.
  • Show shipping and contact address
    This option controls the display of shipping details.
  • Show your company name
    You can decide to show your company name in the "From" section, in addition to the seller's name.
  • Hide seller name
    You can hide the seller's name from the "From" section.

Edit the contact information section

Example of contact information with the shipping details options activated

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