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Adding Customer Details
The customer details section tells your customer who the quote is prepared for. This information appears prominently at the top of the quote when your customer views it.
Fields you can fill in
| Field | Description |
|---|---|
| Company | Your customer's company or organization name. |
| Contact name | The name of the person you're sending the quote to. |
| Title | Their job title (optional). |
| Their email address (optional — useful for your own records). | |
| Date | The date of the quote. Click the Today button to quickly set it to today's date. |
| Company logo | Upload your customer's logo to personalize the quote. |
Uploading a customer logo
To add your customer's company logo:
- Click the logo upload area in the customer details section.
- Select an image file from your computer (PNG, JPG, or SVG).
- The logo will appear on the quote alongside the customer information.
To remove the logo, hover over it and click the remove button.
How it looks to your customer
When your customer opens the quote, they'll see a "Prepared for" section with their company name, contact details, and logo (if provided). This gives the quote a professional, personalized feel right from the start.