Complete Your Account Setup

Who This Is For

New users who need to configure their QuoteBuilder account with company information, logo, and basic settings before creating quotes.

What You'll Accomplish

By the end of this article, you will be able to:

  • Add your company information
  • Upload your company logo
  • Configure your shop type (sales, rentals, or proposals)
  • Complete the initial setup process

Before You Start

Make sure you have:

  • Your company name and address
  • Your company logo (PNG or JPG, recommended 300x100 pixels)
  • Decided what you'll use QuoteBuilder for (sales, rentals, proposals, or a combination)

Step 1: Access Account Settings

After logging in, if you haven't completed setup, you may see a setup wizard prompting you to finish configuration.

To access settings manually:

  1. Click Account in the sidebar menu
  2. Select Account Settings

Step 2: Enter Company Information

  1. Enter your Company Name — this appears on all your quotes and invoices
  2. Fill in your Address, City, State, and Zip Code
  3. Enter your Phone Number and Primary Email
  4. Click Save to save your changes

Step 3: Upload Your Logo

Your logo appears on PDFs and emails sent to customers.

  1. Scroll to the Logo section
  2. Click Choose File or drag and drop your logo image
  3. Wait for the upload to complete
  4. Verify the logo preview looks correct
  5. Click Save
Tip: Use a high-resolution logo with a transparent background for best results on PDFs.

Step 4: Configure Your Shop Type

QuoteBuilder supports multiple business types. Select what applies to you:

  1. Navigate to Settings in the sidebar
  2. Under Modules, enable the types you need:
    • Sales — For one-time product sales
    • Rentals — For equipment rentals with pickup/return tracking
    • Proposals — For service-based proposals
  3. Click Save to apply changes

Step 5: Set Up Tax Rates (Optional)

  1. In Settings, find the Tax section
  2. Enter your Sales Tax Rate (e.g., 8.25 for 8.25%)
  3. Enable Auto-calculate Tax if you want taxes applied automatically
  4. Click Save

What Success Looks Like

When you've completed setup:

  • Your company name and logo appear in the header
  • The setup wizard no longer appears on login
  • You can access all enabled features in the sidebar menu

Troubleshooting

Problem: Setup wizard keeps appearing

Cause: Not all required fields are completed.

Solution: Go to Account Settings and ensure Company Name is filled in. Save changes.

Problem: Logo doesn't appear on PDFs

Cause: Logo file may be too large or wrong format.

Solution: Use a PNG or JPG under 2MB. Re-upload and save.

Problem: Can't see Rentals or Proposals in menu

Cause: Those modules aren't enabled.

Solution: Go to Settings > Modules and enable the features you need.

See also