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Company & profile

Manage your account details, company information, billing defaults, and the signature that goes on your estimates.

Updating your account details
Change the contact email shown on your documents from the Account page.
Changing your password
Update your password while you're signed in — no reset link needed.
Your company details
Set your company name, address, disclaimer, and billing defaults — everything saves automatically.
Adding and updating your signature
Draw the signature that automatically appears on your estimates.
All categories