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Settings let you configure your Qwoty workspace to match your sales process and business requirements. This section covers workspace configuration, user management, integrations, and customization options. Access settings by clicking Settings in the main navigation. The available options depend on your user role—Admins have full access, while other roles may have limited permissions.

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Reference

Workspace settings

Company details, regional settings, and workspace preferences

User management

Add users, assign roles, and manage team permissions

Integrations

Connect Qwoty with your CRM, accounting, and other tools

Custom fields

Add custom fields to quotes, customers, and products

Approval workflows

Configure approval rules and thresholds

Email templates

Customize notification and outreach emails

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Guides

Set up your workspace

Configure company details, currency, and regional preferences

Invite team members

Add users to your workspace and assign appropriate roles

Connect your CRM

Sync customers and deals with Salesforce or HubSpot

Configure approval rules

Set up automatic approval workflows based on deal size or discount