Admin Settings

Alex Reyes

Sales Rep

Complete your company info before sending proposals

4 fields still empty — phone, email, address, and license number show on every client-facing proposal.

Details that appear on proposals and client-facing documents.

Company Name

License Number

Required for client proposals

Rep name

Signs the welcome note when the appointment has no rep (the rep on the appointment signs otherwise)

Phone

Required for client proposals

Address

Required for client proposals