Help center / Getting started
How to add your logo and business details
Your logo and business details appear at the top of every quote and invoice your customers see. Set them once in Settings and they apply to everything you send from then on.
Steps
- Open Settings. The Logo section is at the top.
- Choose a logo from your phone or computer. A PNG with a transparent background looks best. QuoteDash shrinks it for you.
- If your logo already includes your business name, tick Hide my business name next to the logo. Your phone and email still show.
- Under Business details, check your business name, kind of work, phone and email.
- Enter your sales tax percentage, your usual deposit percentage and your payment terms, such as Due within 7 days of completion.
- Add a note to show on every quote, such as how long it is valid or what is included, then tap Save details.
Good to know
- The tax rate and the usual deposit apply to new quotes. Quotes and invoices you have already made keep their totals.
- Removing your logo brings your business name back automatically.
- Your time zone is set in its own section of Settings. It decides which day things are counted on, such as reminders and reports.
- You can add a review link here too. After a job is paid you can text it to the customer with one tap.
Questions
- What size should my logo be?
- Any normal size works, because QuoteDash shrinks it. A wide logo with a transparent background looks best.
- Will changing my details change my old quotes?
- Your logo and contact details show on old quotes too. The prices, totals and tax on quotes you have already made stay the same.
Related help
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