1
Open Document Data Items
Inside the document editor, open the Document Data Items panel from the right-side sidebar to view company information fields currently used in documents.
Change Company or Organisation Details
This guide walks you through updating your company or organisation details in QuoteCloud, including business name, contact information, logo, and other key details used across your documents and templates.
Company Details & Branding Settings
Learn how to update your company information, branding details, and logo settings so they automatically appear across your documents, templates, and customer-facing views.
Steps to update company details and branding
2
Review company information fields
Under Company Information, review the available company data items such as company name, phone number, address, website, and logo fields.
3
Open Company Settings
From the left sidebar navigation menu, click Company Settings to manage company-wide information and branding preferences.
4
Navigate to Details & Branding
Open the Details & Branding tab within the Company Settings page.
5
Update company details
Edit your company information including company name, registration number, phone number, address, city, state, postcode, and country.
6
Save the company information
Click Save to apply the updated company details.
7
Upload a company logo
In the Details & Branding section, click Upload Logo and select a company logo image from your local device.
8
Configure white labeling settings
Use the White Labeling (logos) options to control where QuoteCloud logos are hidden or replaced within customer-facing views and email correspondence.
9
Verify the uploaded logo
Confirm that the uploaded company logo now appears correctly within the branding settings area.
10
Open a document in the editor
Open a document and navigate back to the Document Data Items panel inside the document editor.
11
Review updated company information
Under Company Information, verify that your updated company details and logo now appear in the available document data items.
12
Preview the document branding
Open the document viewer to confirm that your updated branding and company information are displayed correctly within the document layout.
Frequently Asked Questions
What does the "Change Company or Organisation Details" guide cover?
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.
Which company or organisation details can I change in QuoteCloud?
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.
How do I update my company or organisation details in QuoteCloud?
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.
Where do updated company details appear in QuoteCloud?
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.
Does changing my company logo update templates and documents that use the logo?
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.
Will updating company details immediately change existing templates and previously sent documents?
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.
Who can change company details and how can I control access?
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.
What are best practices for updating company details and branding in QuoteCloud?
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.