Configure documents, notifications, and portal

Set up the templates behind your customer-facing documents, your notification preferences, and the configuration of your Customer Portal.

Before you start

• You need administrator access to change Settings.

Set up document templates

1. Go to Settings > Document templates.
2. Configure the templates for documents such as quotes, orders, and invoices.
3. Use the PDF preview to check how each template renders before you rely on it.

Settings > Document Templates: one brand — logo, accent colour, company details, footer — applied to every document PDF and email, with each document's template listed on the left.

Set notification preferences

1. Go to Settings > Notifications.
2. Configure your notification preferences and save.

Configure the Customer Portal

1. Go to Settings > Portal configuration.
2. Configure the settings for your Customer Portal and save.

Tips

• Buyers register through the portal; their signups arrive in the Admin Console's Pending Approvals tab. See Approve new customer signups.
• The portal's appearance follows your branding. See Set up your organization.

Related articles

• Set up your organization
• Manage integrations, API, and AI credits
• Approve new customer signups