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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.

Business units let you divide your workspace into separate operational entities. Each unit has its own brand identity, legal address, tax configuration, brand kit, and linked templates, while sharing the same workspace-level billing and user directory. Use business units when you operate multiple brands, regional divisions, or legal entities that need different branding, tax IDs, or sales workflows — while keeping one team and one billing relationship with Qwoty.
A default business unit is created automatically when you sign up. You only need to create more units if you operate multiple brands or legal entities.

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What a business unit contains

Every business unit combines four sections:
  • General information — brand name, legal entity, address, country, and tax IDs
  • Linked templates — the quote templates that belong to this unit
  • Brand kit — fonts, colors, and logo that style quotes and Dealrooms
  • Identifiers — external IDs used to sync with your CRM, ERP, accounting, or warehouse system
Quotes, templates, and Dealrooms belong to exactly one business unit. The unit determines the branding that the buyer sees and the legal entity that appears on contracts.

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Access requirements

You must have the Admin role to create, edit, or delete business units.
Manager and Sales Rep roles can view the business units their templates belong to, but cannot modify business unit settings.

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Access the business units screen

1

Open Settings

In the left sidebar, click Settings.
2

Navigate to Business Units

Under the Workspace section, click Business Units. You’ll see the list of existing units and an option to create a new one.

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Create a business unit

1

Click Add business unit

From the Business Units list, click Add business unit.
2

Fill in General information

Enter the required fields and any optional ones that apply:
FieldRequiredDescription
Brand✓Public-facing brand name shown on quotes and Dealrooms
Company name✓Legal entity name shown on contracts and invoices
Address✓Street address of the legal entity
Apartment, suite, etc.—Secondary address line
Town / city✓City
County / state—Applicable in regions that use states or counties
Zipcode / Postal code✓Postal code
Country✓Country of the legal entity
Tax / Tax Value—Tax identifier type and value (for example, VAT + FR76...)
Use + Add tax ID to register multiple tax identifiers (for example, a domestic VAT number plus an EU VAT number for cross-border sales).
3

Configure the Brand kit

The Brand kit controls how quotes and Dealrooms look for this business unit.
  • Title Font — font family used for headings (for example, Poppins)
  • Theme Background Color / Theme Text Color — base colors for pages
  • Button Background Color / Button Text Color / Button Corner — button styling (corner controls roundness)
  • Block Stroke / Block Stroke Color / Block Corner / Block Shadow — styling for content blocks
  • Logo — drag and drop a file or click to upload
Logo requirements: formats PNG, JPEG, PJG, WEBP, or GIF. Maximum file size 10 MB. Recommended dimensions: maximum height 50 px, maximum width 150 px. Images display at their original size.
Preview your branding live. Open an existing quote in a separate browser window or tab before you start editing. As you save changes to the Brand kit, refresh the quote window to see colors, fonts, and logo update in real time. This is the fastest way to iterate visually without saving and reopening the same screen repeatedly.
Click Reset at any point to revert the Brand kit to Qwoty defaults.
4

Add external Identifiers

If you sync Qwoty with other systems, enter the external IDs that match this business unit:
  • CRM ID — identifier in your CRM (HubSpot, Salesforce, Pipedrive)
  • ERP ID — identifier in your ERP
  • Accounting ID — identifier in your accounting tool (Pennylane, Sage)
  • Warehouse ID — identifier in your inventory or warehouse system
These IDs are used by integrations to route data to the correct business unit.
5

Save

Click Save to create the business unit. You can now link templates to it and start creating quotes under this brand.

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Edit a business unit

1

Open the business unit

In the Business Units list, click the unit you want to edit.
2

Update the sections

Edit any of the four sections: General information, Linked templates, Brand kit, Identifiers.
3

Save

Click Save to apply your changes. Existing quotes keep their current branding — only new quotes pick up the updated Brand kit.
Templates are the link between a business unit and its quotes. A template always belongs to one business unit, and any quote created from that template inherits the unit’s brand, legal entity, and identifiers. You link templates from the Templates section of the business unit form, or when creating or editing a template.

Configure templates

Learn how to create and link quote templates to a business unit.

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Common questions

No. The default business unit created at sign-up works for single-brand operations. Configure its brand kit, address, and tax ID to match your company and you’re done.
Yes. Admins and Managers typically have access across all units. Sales Reps access the units whose templates they can use, based on their team and role scope.
You cannot delete a business unit while it has linked templates, active quotes, or orders. Archive or reassign them first.
No. Quotes inherit their business unit from the template used at creation. To switch units, duplicate the quote and pick a template from the target unit.
No. The fields store the mapping, but syncing happens through configured integrations. See the integration pages for CRM, ERP, and accounting to enable two-way sync.
Brand is customer-facing — it appears on quotes and Dealrooms. Company name is the legal entity — it appears on contracts and invoices. They can be identical (for example, DOYE and DOYE) or different when a legal entity operates under a commercial brand.

Workspace settings

Configure workspace-level settings that apply across all business units.

Manage roles

Understand how roles interact with business unit access.

Templates

Link templates to a business unit to scope quotes.

Integrations

Use external Identifiers to sync with your CRM, ERP, or accounting tool.