Firm customisation

The Firm Customisation tab is where administrators control how the firm itself appears in the app and on outgoing documents — name, address, logo, the email accounts the firm sends from, and the templates used for outgoing documents.

Open the tab

  1. Open Settings in the sidebar.
  2. Pick Firm Customisation. The page heading reads Firm Customisation.

Company profile

The Company Profile card holds the firm's identity. It is visible only to the firm owner.

  • Company Logo — click Upload (or Change, if a logo is already set) to pick an image. The Crop Company Logo modal then lets you crop and reposition it before saving. Use the trash icon to remove the current logo.
  • Company Name — opens the Edit Company Name modal. Type the new name, for example Acme Corporation, and save.
  • Company Email — opens the Change Company Email modal. Enter the new address such as admin@acmecorp.com. Your current password is required to confirm the change.
  • Address — opens the Edit Address modal with separate fields:
    • House / Flat — for example 12B.
    • Street — for example Baker Street.
    • City — for example Mumbai.
    • State / UT — pick from Select state / UT.
    • Country — fixed to India.
    • Pincode — for example 400001 (six digits).

Communication and templates

The Communication & Templates card holds the firm-wide email setup and the personalisation entries for outgoing documents.

  • Email Sending — opens the Email Sending modal. See Document templates for the email-account flow.
  • Quotation Personalisation, Customer Follow-up, RFQ Personalisation, Vendor Follow-up, Purchase Order Follow-up, and Purchase Order Personalisation — open the personalisation modal for that document. Each entry shows only if you have the matching permission. See Document templates for what each one configures.

Common questions

Why can't I see this tab?

Firm Customisation is administrator-only. Ask whoever set up the firm.

Documents already saved keep the logo that was current when they were generated. New documents use the new logo.

Last updated 2026-04-30