Managing Your Workspace

Your workspace is where everything comes together — it's the shared space where your team creates quotes, manages templates, maintains the items library, and configures settings.

What's in the workspace

The sidebar gives you access to everything in your workspace:

Section	What it's for
Quotes	Your quotes, organized by status (Draft, Live, Accepted, Archived).
Solutions	Reusable quote templates.
Items	Your catalog of products and services.
Maps	Architecture diagrams.
Team	Manage who has access to your workspace.
Settings	Workspace name, logo, custom domain, and billing.

Workspace basics

• Your workspace name appears in the sidebar and identifies your team. You can change it in Workspace Settings.
• Your logo appears in the sidebar and on every quote your team sends. Upload or update it in Workspace Settings.
• Team members can all access the same quotes, solutions, items, and maps. See Inviting Your Team.

Multiple workspaces

If you belong to more than one workspace, you can switch between them by clicking your profile icon in the bottom-left corner of the sidebar and selecting a different workspace.

Learn more

• Inviting Your Team — add teammates and manage roles.
• Workspace Settings — name, logo, and preferences.
• Custom Domain — use your own domain for quote links.
• Plans & Billing — manage your subscription.