Set up your agency: logo, colour, SAR rate and markup

Open Settings from the sidebar. Only the owner can change agency settings.

Agency details and branding

• Agency name, phone and address appear at the top of every quote and PDF.
• Agency logo: PNG, JPG or WebP up to 1 MB. A wide logo on a white or transparent background looks best on the PDF. Without a logo, quotes show your initials.
• Brand colour: pick a colour or type a hex code like #1d4ed8. The preview shows how the client's quote will look.

Pricing defaults

• SAR → PKR rate: vendor rates are entered in SAR; clients see PKR at this rate. Update it when the market rate changes. Saved quotes keep the rate they were made with.
• Quote valid for (days): how long a quote link stays open. After that the client sees an "expired" notice.
• Default markup: a percent of cost, or a fixed PKR amount per person.
• Default price display: lump sum, per person, or service-wise (see Pricing, markup and display).
• Managers can change the markup on a quote: off means only you can. Agents always use the default and never see it.

Quote terms

Up to 10 lines shown under "Important notes" on every quote, for example your advance policy. The validity date and exchange rate are added automatically.

Press Save settings. Changes apply to new quotes; saved quotes keep their prices, logo, colour and terms.