Change Company or Organisation Details

This guide explains how to update your company or organisation details in QuoteCloud — including business name, contact information, company logo and other key business fields used across documents and templates.

It shows which fields are required, where those values are used in QuoteCloud, and the steps to save and publish your changes so your sales quoting software and sales proposal software outputs remain on-brand.

You can update core business information such as your business name, address, phone and email contact details, company logo, and other organization-specific fields that QuoteCloud uses across documents and templates.

These fields are the source of truth for your quote software and proposal software outputs, so keeping them accurate ensures consistent branding across quotes, proposals and other client-facing materials.

Open the Change Company or Organisation Details page in QuoteCloud, edit the fields you need (business name, contact info, logo, etc.), and click Save. The guide walks through each required field and explains how those values are applied across documents and templates.

After saving, review a sample quote or proposal to confirm the new details display correctly in your sales quoting software and proposal software templates.

Updated company details are applied across your QuoteCloud account wherever those fields are referenced. Documents and templates that reference company fields or branding will reflect the new information you set in Company or Organisation Details.

This ensures that your quote software and proposal software outputs remain consistent with your current contact and branding information.

Yes. The company logo set in Company or Organisation Details is used across documents and templates that reference company branding. Updating the logo causes those templates and items to display the new image.

After uploading a new logo, preview key templates (quotes, proposals, PDFs) to confirm sizing and placement — then regenerate or resend any documents if you need them to show the updated branding.

Changes to company details are applied wherever templates and documents reference those fields, so templates and future documents will reflect the new details immediately.

However, previously exported or already-sent files (for example, PDFs or documents saved outside QuoteCloud) that contain a static snapshot of the old details will not update automatically. To update those, regenerate the template or reissue the document from QuoteCloud.

Access to change Company or Organisation Details is controlled by your QuoteCloud account roles and permissions. Typically only administrators or users with the appropriate account permissions can edit company-level settings.

Check your account's user and role settings to confirm who has authority to update branding, contact information and other organization details in your quote software or proposal software environment.

Use a high-resolution logo with transparent background where possible, keep contact details consistent (phone, email, address), and update all relevant fields in one session to avoid mismatched branding across templates.

Preview and test a sample quote and proposal after saving changes, and if you use integrations (for example, accounting or CRM), verify that linked systems show the updated information. Consistent company details improve professionalism and reduce editing time in your sales quoting software and proposal software workflows.