Your Workspace Settings
The Settings section is the control room for your workspace — your company details, your branding, and the defaults that shape quotes, invoices, and more.
Your company profile
The most important settings are your company details — name, logo, and contact info. These appear on everything customer-facing, so they're worth getting right. "Set Up Your Company Profile" in Getting Started walks through them.
Defaults that save you time
Settings is also where you set defaults — standard terms for quotes and invoices, and other preferences. Set them once, and every new document starts from the right place instead of you fixing the same fields every time.
Your subscription
Your plan and billing live in Settings too. It's where you see what your workspace is on and manage it.
When to visit Settings
Settings isn't a daily stop. Set it up once when you start, then come back only when something real changes — a new logo, a new address, a plan change. Set it and forget it.