Overview
In this article, we will discuss how to represent your company information on your quotes. In page order, we will cover each detail and how it affects your Turnstile experience.
Logo
When you upload your company logo, it will appear in the top right of all quotes and the top left of all invoices sent to your customers. You also have the option to customize the size of the logo by using the vertical slider to adjust.
Timezone
Your company's timezone will be used to align start and end dates of your subscriptions.
Global Quote PDF Attachments
In the Global Quote PDF Attachments section, you have the option to apply PDF attachments before and after all quotes created in Turnstile. To add an attachment, click Add before or Add after depending on where you'd like your PDF to appear in relation to your quotes. Multi-page PDFs are supported in this setting.
Global PDF attachments can be overridden on the individual quote by clicking Appended PDF or Prepended PDF buttons at the top right of the create quote page.
Tip: For terms of service, we recommend providing a link in the quote instead of attaching it as a PDF due to their evolving nature.
Quote Signer Details
The Quote signer details section is where you will add contact details of people who can be chosen as a Signer or Contact on a quote. The person you add does not need to have a Turnstile account.
Signer: Approves the quote (located at signature line at the bottom of the quote)
Contact: Sales contact who provided the quote (located in the sales contact section in the top right of the quote)
You must select a default Signer and Contact. If you would like to select someone different for a given quote, click the Signer or Contact name in the Edit Quote page and choose from the Vendor Signers list or add a new contact.
Entity name
This is will be the name that appears in the top right of your quotes. Below the entity name, you can also input the following:
Address
City
ZIP Code
State
Country
These details also appear in the top right of all quotes.
Create Multiple Business Entities
If your company has multiple business entities, you can create them by clicking the Create new entity button. Your business entities will appear in a dropdown menu when you create quotes, subscriptions and one-off invoices.
If an entity has a separate Stripe account, you can add it by clicking the Default Stripe account dropdown. If the Stripe account does not appear, you will need to go to Settings -> Integrations -> Stripe then click Connect Stripe account. For more information on the Stripe integration, please review our Stripe article.