Configuration
Your business details, taxes, payment methods, branches, document terms and the people who work with you.
Set up your team
What to configure before you start selling — your business details, taxes, payment methods, the messages your customers receive, and the words the system uses for your own line of business.
Work with branches
What a branch is, what changes on every screen once you are inside one, what stays shared across the whole team, and how a role is tied to the branches its people may open.
Document terms and conditions
How to write the terms your documents carry, how one reaches a quotation on its own, how a client accepts one from the link you send, and what a required term blocks.
Who can do what
How to add the people who work with you, what a role is, how to read the permission grid, and what "only sees their own data" really grants and takes away.