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.Documentation Index
Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
Use this file to discover all available pages before exploring further.
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
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