Settings
Setup YourTradebase
- Using tags in your email templates
- Subscribing to your calendar
- Uploading your company logo
- Message templates
- Adding your email signature
- Capturing extra customer info
- Switching between company accounts
- Changing and adding tax rates
- Changing currencies and timezones
- Updating your payment details
- Updating your email address
- Changing which reminders you receive
- Changing where your billing invoices are sent
- Create a quote template
- Add {{quote_valid_until}} tag to email template
- How to remove 'Valid until' date from quotes or estimates
- Managing your quote templates
- Two-Factor Authentication (2FA)
- Saving materials