Company details

Set up your quotation template information fast and easy, choose the one that fits you better!

The OptiOffer team makes sure that all the quotations important information is easily displayed and accessible to the right user!

How it works

Depending on the role that the user has in the company (this can be checked in the Company folder in OptiOffer app). The user can make changes to it's personal details or the company details and/or modify all the data displayed in the introduction/ending page.

Where can I find it?

Custom settings for your quote template can be found in the main application panel.

OptiOffer Company page - company details
OptiOffer Company page - company details

How does it look like?

Note that all images below are examples and information/pictures and quote guidelines may vary depending on the template used, also custom templates can be added at any time.

For employee account

OptiOffer Company page - company details - employee
OptiOffer Company page - company details - employee

For owner account

OptiOffer Company page - company details
OptiOffer Company page - company details

How to change the company details?

You can change:

  1. Name
  2. E-mail
  3. Address line 1
  4. Address line 2
  5. Website
  6. Phone number
  7. Motto
  8. VAT ID
  9. Company logo
  10. Currency

OptiOffer Company page - company details - owner
OptiOffer Company page - company details - owner