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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 form has these sections:
  • General Information: brand and company name
  • Address: address of the legal entity, country, and tax IDs
  • Brand Kit: fonts, colors, block styles, and logo that style the Dealroom and quote documents
  • Identifiers: external IDs used to match the unit in your CRM, ERP, accounting, or warehouse system
  • Linked Templates: the quote templates that use this unit
The business unit of a template determines the branding the buyer sees and the legal entity shown on the quote.

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Access requirements

You need a role with the Workspace settings permission to create, edit, or delete business units. See Permissions reference.

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Open the business units list

1

Open Settings

In the left sidebar, click Settings.
2

Open Business unit

Under the Workspace section, click Business unit. The list shows each unit with its Brand, Legal Name, Country, and Templates.

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Create a business unit

1

Click New

In the Business unit list, click New.
2

Fill in General Information and Address

Enter the required fields and any optional ones that apply:
Click Add tax ID to register several 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 the Dealroom and quote documents look for this business unit.
Images display at their original size. Recommended logo dimensions: maximum height 50 px, maximum width 150 px.
Preview your branding. Open an existing quote in another browser tab. After you save the Brand Kit, refresh the quote preview to see the new colors, fonts, and logo.
Click Reset to restore the default colors, typography, and block styles. The logo isn’t changed.
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 unit list, open the row menu (⋯) and click Edit.
2

Update the sections

Edit General Information, Address, Brand Kit, or Identifiers.
3

Save

Click Save to apply your changes.
Templates are the link between a business unit and its quotes. A template belongs to one business unit, and quotes created from that template use the unit’s brand and legal entity. You choose the business unit in the template. The business unit form lists the templates that use it in Linked Templates.

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.
Sales reps don’t pick a business unit directly. They pick a template, and the templates available to them depend on their teams. See Manage teams.
Only when nothing uses it. Qwoty blocks the deletion while templates use the unit, or while quotes in progress use it, and lists them so you can reassign them first.
No. The fields only store the matching IDs. Data moves between systems through your integrations.
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.

Template settings

Choose the business unit and PDF layout of a template.

Templates

Link templates to a business unit to scope quotes.

Integrations

Connect your CRM, billing, and messaging tools.
Last modified on October 27, 2026