> ## 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

> Organize your workspace into separate business units with their own brand, tax identity, and templates.

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.

<Note>
  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.
</Note>

## 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.

## Access requirements

<Warning>
  You must have the **Admin** role to create, edit, or delete business units.
</Warning>

**Manager** and **Sales Rep** roles can view the business units their templates belong to, but cannot modify business unit settings.

## Access the business units screen

<Steps>
  <Step title="Open Settings">
    In the left sidebar, click **Settings**.
  </Step>

  <Step title="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.
  </Step>
</Steps>

## Create a business unit

<Steps>
  <Step title="Click Add business unit">
    From the Business Units list, click **Add business unit**.
  </Step>

  <Step title="Fill in General information">
    Enter the required fields and any optional ones that apply:

    | Field                      | Required | Description                                                  |
    | -------------------------- | -------- | ------------------------------------------------------------ |
    | **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...`) |

    <Tip>
      Use **+ Add tax ID** to register multiple tax identifiers (for example, a domestic VAT number plus an EU VAT number for cross-border sales).
    </Tip>
  </Step>

  <Step title="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

    <Info>
      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.
    </Info>

    <Tip>
      **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.
    </Tip>

    Click **Reset** at any point to revert the Brand kit to Qwoty defaults.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save">
    Click **Save** to create the business unit. You can now link templates to it and start creating quotes under this brand.
  </Step>
</Steps>

## Edit a business unit

<Steps>
  <Step title="Open the business unit">
    In the Business Units list, click the unit you want to edit.
  </Step>

  <Step title="Update the sections">
    Edit any of the four sections: General information, Linked templates, Brand kit, Identifiers.
  </Step>

  <Step title="Save">
    Click **Save** to apply your changes. Existing quotes keep their current branding — only new quotes pick up the updated Brand kit.
  </Step>
</Steps>

## Link templates to a business unit

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.

<Card title="Configure templates" icon="clone" href="/user-guide/templates/introduction" horizontal>
  Learn how to create and link quote templates to a business unit.
</Card>

## Common questions

<AccordionGroup>
  <Accordion title="Do I need a business unit if I operate a single brand?">
    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.
  </Accordion>

  <Accordion title="Can a user belong to multiple business units?">
    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.
  </Accordion>

  <Accordion title="What happens to quotes when I delete a business unit?">
    You cannot delete a business unit while it has linked templates, active quotes, or orders. Archive or reassign them first.
  </Accordion>

  <Accordion title="Can I move a quote to a different business unit?">
    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.
  </Accordion>

  <Accordion title="Do the external Identifiers trigger a sync automatically?">
    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.
  </Accordion>

  <Accordion title="What's the difference between Brand and Company name?">
    **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.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Workspace settings" icon="building" href="/user-guide/settings/workspace/general">
    Configure workspace-level settings that apply across all business units.
  </Card>

  <Card title="Manage roles" icon="user-shield" href="/user-guide/settings/users/manage-roles">
    Understand how roles interact with business unit access.
  </Card>

  <Card title="Templates" icon="clone" href="/user-guide/templates/introduction">
    Link templates to a business unit to scope quotes.
  </Card>

  <Card title="Integrations" icon="plug" href="/user-guide/settings/integrations/introduction">
    Use external Identifiers to sync with your CRM, ERP, or accounting tool.
  </Card>
</CardGroup>