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Displaying business details on your Documents
Displaying business details on your Documents

This article goes over how to display your business details such as name, address, phone number etc, on your documents.

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Written by Sophie Richard
Updated over a week ago

Your business details are under My Account > My company details. If you'd like to edit your company details, click on Edit company details. Once you've added your company details such as name, phone number, address etc, be aware that it will not be visible on all documents, but it will change the "head office" or or considered as the main address of your business in some way.

Please note that if you edit your company details within Sales Tools > Templates, this will not reflect on your documents.

It must be edited in My Account > Locations.

Here's how to do it:

Then, you click on the location that needs to be changed.

After entering the necessary information, you just have to press "Save".

Now, you should see the changes to the address on the QM document. In the example below, it's on a quote.

To learn more about what you can use custom templates for, please review this article: Creating & Editing Document Templates.

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