Account & Settings
Your profile, branding, team members, billing, custom fields, email templates, and integrations.
Customize Your Branding
Upload square and landscape logos and set Primary, Secondary, and Accent colors under Settings → Branding.
Inviting Team Members
Invite teammates from Settings → Users with Invite Teammate, set a role, and manage pending invites or active members.
Team Roles and Permissions
What Admins, Managers, and Users can do for invites, role changes, removals, and billing contact under Settings → Users.
Customizing Email Templates
Edit Subject, Preview text, and Intro paragraph for quote and invoice customer emails under Settings → Emails (Pro and Elite).
Security Settings
Manage your QuoteBolt password, connected accounts, and account security from the Security settings page.
Linking Your Google Account
Link your Google account to QuoteBolt to enable Google sign-in and simplify future logins.
Using Reporting
Open Reporting under Tools for this month’s quote and invoice metrics, schedule lists, and follow-ups.
Deleting Your Account
Learn how to delete your QuoteBolt account, what the 30-day grace period means, and how to cancel a pending deletion.