Settings menu
The settings menu has six sections:
Your personal Profile (profile picture, name, phone, calendar and LinkedIn URLs, language, locale, and time zone) opens from the user menu, not from the settings menu.
Workspace
General
Workspace name, back office locale, time zone, and unit system.
Quote
Quote numbering and association resolution mode.
Tax and Currency
Currencies you quote in and the taxes you apply.
Payment terms
Single or multi-installment payment schedules.
Payment method
How customers pay, such as bank transfer or card.
Business unit
Legal entities, addresses, tax IDs, and Brand Kit.
Form
Billing and shipping forms your customers fill in the Dealroom.
Languages and localization
How languages work for templates, products, contracts, and the Dealroom.
Order only holds the order numbering format (Configure Order Numbering). The mask works like the quote numbering mask described in Quote settings.
Users, teams, and roles
Manage users
Invite users, assign a licence and a role, add partners.
Manage teams
Group users and link the templates they can use.
Manage roles
System roles and custom roles.
Permissions reference
Every permission a role can grant.
Data
Data model
Objects and custom fields.
Import & Export
Import and export products and prices with CSV files.
Developer
Integrations
Connect HubSpot, Pipedrive, Salesforce, Pennylane, Stripe, Slack, and more.
API tokens
Create tokens to call the Qwoty API.
Webhooks
Send Qwoty events to your own endpoints.
Organisation
Organisation and workspaces
Organisation name and workspaces.
Subscription and seats
Subscription, seats, AI credits, and billing details.